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Webinar title Date & Time CE Eligible Audience
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)
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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
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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.
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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.
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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.
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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
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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
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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
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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
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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
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