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Webinar title Date & Time CE Eligible Audience
Tom Duffy
CFP Approved Ethics CE Program
Presented by: Thomas J. Duffy, CFP®, MBA, CRPC, Jersey Shore Advisors, LLC
Learn More >Join Tom Duffy, CFP® for a interactive presentation full of real-life client scenarios that will help you better understand how you can meet your e
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Megan
Utilizing Financial Therapy Techniques to Help Navigate Conflict in Financial Planning Sessions
Presented by: Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, Kansas State University
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Financial therapist Megan McCoy teaches you how to navigate financial conflicts. 

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Griffin
Modeling Strategies to Mitigate IRMAA and SS Tax Torpedo Challenges
Presented by: Griffin Kale, Holistiplan
Learn More >Join Griffin Kale from Holistiplan as he shares ways you can use a client's tax returns to model strategies that can help them lessen the impact of
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Marc Kiner
Situational Social Security
Presented by: Marc Kiner, CPA,
Learn More >Every client is in a different and unique situation.
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Jean
Wealth & Wellness
Presented by: Jean Fidone-Schroer, CIMA®, Edwards Wealth Managment
Learn More >This webinar features Jean Fidone-Shroer with a behavior finance overview, definition of coaching vs expert relationship, appreciative inquiry and
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Joe
Dodging the Tax Torpedo and Capturing Retirement Income Opportunities with Tech
Presented by: Joe Elsasser, CFP,
Learn More >Your clients likely have several retirement savings accounts including 401(k)s, 403(b)s, IRAs, fixed annuities, or certificates of deposit.
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Mark Kantrowitz
How to Graduate with Little or No Debt
Presented by: Mark Kantrowitz,
Learn More >About a third of undergraduate students graduate with no student loan debt. How did they do it?
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Libby
The Last Things We Talk About: End of Life Estate Planning Map
Presented by: Libby Boatwright, CFP,
Learn More >A life-altering medical diagnosis creates an opportunity for us to come alongside our clients and offer opportunities to start the conversation wit
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Travis
Achieving Balance: The Make Time Method to Help Advisors Reach Business AND Personal Goals in an Overworked World
Presented by: Dr. Travis Parry, Make Time Institute
Learn More >Financial advisory firm owners are prone to being workaholics 5 times more than the average American.
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Olivia Summerhill
Divorce Planning for Ultra NW Clients is Different
Presented by: Olivia Summerhill,
Learn More >Divorce planning is challenging for all, but it becomes particularly complex for clients once they have wealth of $7-10 million or more.
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