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Webinar title Date & Time CE Eligible
Aryn
Personal Insurance: Asset Protection for Affluent Clients
Presented by: Aryn Bates, Overmyer Hall
Learn More >his course will provide attendees with an overview of personal insurance—Home, Auto, and liability coverages, with a focus on the affluent client a
01:00 PM
Jan 05 2023
Yes Register
Harry
Baby Boomer's Guide to Trusts
Presented by: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino
Learn More >Trusts are the Swiss army knife of estate planning-they are versatile tools that can be used to achieve many different goals.
01:00 PM
Jan 10 2023
Yes Register
Jodi
The Hot Estate Planning Tool: Pet Trusts
Presented by: Jodi Clock,
Learn More >Shockingly, over 500,000 loved pets are euthanized annually because their pet parent became disabled or died and didn't have a plan.
01:00 PM
Jan 11 2023
Yes Register
Laurie Steiner
The 411 on Veteran's Aid and Attendance Benefits
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd.
Learn More >There are an estimated 20 million veterans in the U.S.
01:00 PM
Jan 12 2023
Yes Register
Kevin
Special Needs Planning: Fundamentals and Avoiding Common Pitfalls
Presented by: Kevin Urbatsch, Esq., Urbatsch Law
Learn More >Parents with special needs children have many challenges to address, to include how do they ensure their child receives adequate care for the long-
01:00 PM
Jan 17 2023
Yes Register
Andy
How I built my Practice with a Facebook Group
Presented by: Andy Panko, CFP®, RICP®, EA, Tenon Financial
Learn More >This session features a remarkable story of how financial planner Andy Panko, CFP®, RICP®, EA built his practice through his Facebook group, Taxes
01:00 PM
Jan 19 2023
No Register
Ed
Helping Clients Cope with their Required Minimum Distributions
Presented by: Professor Emeritus Ed McQuarrie,
Learn More >Mass affluent clients with the bulk of their financial wealth in tax-deferred accounts will have to take substantial RMDs.
01:00 PM
Jan 24 2023
Yes Register
(Re)Modeling the Cost of Retirement (or) Estimate the True Cost of Retirement
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM
Learn More >Retirement is the most expensive purchase faced by most individuals.
01:00 PM
Feb 21 2023
Yes Register
Laurie Steiner
Debunking 10 Common Estate Planning Myths
Presented by: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd.
Learn More >Join elder law attorney Laurie Steiner for an in-depth review of ten common myths around estate planning outlined below. 
01:00 PM
Mar 07 2023
Yes Register
Stevyn
Your Health is Your Most Valuable Asset
Presented by: Stevyn Guinnip, Grow Wellthy
Learn More >When growing a financial practice it's common for health to take a backseat - and eventually become a liability.
01:00 PM
Mar 09 2023
No Register