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One-of-a-Kind Medicare Plan Comparison and Shopping Tool
Presented by: Dave Francis, Healthpilot
Learn More >Join this webinar to learn about a one-of-a-kind technology, Healthpilot, that can help your clients evaluate Medicare plans based on their health
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A Solution for Large 401(k)s: The In Marriage QDRO®
Presented by: Marcus Foote and Stephanie Prestridge
Learn More >The In Marriage QDRO® incorporates the ability of spouses to contract under state domestic relations law with the enforcement mechanism of a Qualif
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The Current State of LTCI and How it Fits in Your Client’s Retirement Plan
Presented by: Lori Gubash, CLTC, FICF and Dale Krause, J.D., LL.M.
Learn More >With Long-Term Care Insurance continuing to be a hot topic for financial planning professionals, it’s crucial you remain up to speed on current pol
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What every Financial Advisor should know about Bitcoin
Presented by: Brett Munster, OnRamp
Learn More >Join crypto expert Brett Munster to learn how the open source protocol of blockchain technology is beginning to change the financial industry and h
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Mortgage Planning for Life Events + Client's Adult Children
Presented by: Chris Brady. M.A., Draper & Kramer Mortgage Corp.
Learn More >The use of mortgage financing can be an important part of a client's financial plan.
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CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner,
Learn More >Join Jeff Rattiner, CFP®, CPA to learn the major changes the CFP® Board has made to its Code of Ethics, to include areas like disclosure.
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The Rank Order of Investing and Paying Down Debts
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University
Learn More >Surprisingly, the tax savings on many employees’ contributions to a health savings account (HSA) increases wealth by more than a 50% employer match
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Economist on risk of Stagflation
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors
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The Social Security "Tax Torpedo"
Presented by: Greg Geisler, PhD, CPA (Inactive), Indiana University
Learn More >Ten million taxpayers are inside the Social Security benefits “tax torpedo”.
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Asset Protection from A to Z
Presented by: Alan Gassman, J.D., LL.M.,
Learn More >This course will assist you in recalling the subject of asset protection.
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