Skip to main content
Webinar title Date & Time CE Eligible Audience
Jimmy
How Qualified Opportunity Zone Investments Work
Presented by: Jimmy Atkinson and Chris Loeffler
Learn More >This CE-eligible program will provide an understanding of the tax benefits associated with investments made into Qualified Opportunity Funds (QOFs)
Yes Register
Tiffany
Big Changes to FICO Scores and Credit Reports
Presented by: Tiffany Cross, Dedicated Credit Repair
Learn More >Millions of Americans will now see a cleaner bill of health on their credit reports, making it easier for many to get an apartment or apply for a l
Yes Register
Bill
International Equity: The Forgotten Market
Presented by: Bill Greiner, CFA, Mariner Wealth Advisors
Learn More >Join the economist Bill Greiner for a review of international markets, why have they systemically underperformed the U.S.
Yes Register
Ed
Stocks for the Long Run? Sometimes Yes. Sometimes No.
Presented by: Edward F. McQuarrie, Leavey School of Business at Santa Clara University
Learn More >When Jeremy Siegel published his Stocks for the Long Run thesis, little information was available on stocks before 1871 or bonds before 1926.
Yes Register
Jody
PR and Media Tips for Financial Planners
Presented by: Jody Lowe, Lowe Communications
Learn More >Standing out in a competitive landscape is essential to maintaining and growing an advisory business.
No Register
Graham
Defined Outcome ETFs
Presented by: Graham Day, CFA, Innovator Capital ETFs
Learn More >Innovator Defined Outcome ETFs are the first ETFs designed to provide investors with the growth of some of the world's most well-known equity marke
Yes Register
Larry Pon
Refresher on Current & Proposed Rules for Inherited IRAS
Presented by: Larry Pon, CPA,
Learn More >It's estimated that the millions of clients have inherited distributions each year will be impacted by the IRS's proposed new rules (in February) f
Yes Register
Josh
The financial advisors role in the administration of long-term trusts
Presented by: Josh Yager, Esq., CFP®, ChFC®, CLU®, Anodos Advisors
Learn More >Many financial advisors ask, “How can I add value for my clients who serves as trustees of long-term trusts?” Join Josh Yager, a l
Yes Register
Joe
The Future of Financial Aid
Presented by: Joe Messinger, CFP®, College Aid Pro
Learn More >The FAFSA Simplification Act will make sweeping changes to an already confusing and complex process for determining the federal aid stude
Yes Register
Ric Edelman
Digital Assets: How to Use This New Asset Class to Gain More Clients and AUM – Even if You Hate Bitcoin
Presented by: Ric Edelman,
Learn More >The business of financial advice is as competitive as ever, and it’s never been more challenging to set yourself apart in your efforts to win new c
Yes Register