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Advice on How Clients Can Avoid AI Scams
Presented by: Steven J.J. Weisman, Attorney. Professor. Scam expert, Margolis Bloom & D’Agostino
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01:00 PM
May 16 2024 |
Yes |
Register |
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Common Compliance Deficiencies for Investment Adviser Representatives
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12:00 PM
May 14 2024 |
Yes |
Register |
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Crisis Medicaid Planning and Medicaid Compliant Annuities
Presented by: Dale Krause, J.D., LL.M., Krause & Associates
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01:00 PM
May 01 2024 |
Yes |
Register |
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Empowering Futures: Person-Centered Supports for Individuals with Special Needs
Presented by: Kristin Carelton, Special Abilities Network
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01:00 PM
May 07 2024 |
Yes |
Register |
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Estate Planning for IRAs in Second Marriages: Navigating Complexities
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA,
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12:00 PM
Jun 18 2024 |
Yes |
Register |
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Estate Planning with Alan Gassman: Session 3 - QPRTs, CLATs, CRTs and QCDs
Presented by: Alan Gassman, J.D., LL.M., Gassman Law
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01:00 PM
Jul 09 2024 |
Yes |
Register |
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Estate Planning with Alan Gassman: Session 4 - A Deeper Dive Into the Installment Sale Into the Grantor Trust
Presented by: Alan Gassman, J.D., LL.M., Gassman Law
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01:00 PM
Jul 23 2024 |
Yes |
Register |
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Estate Tax Planning from A to L with Alan Gassman
Presented by: Alan Gassman, J.D., LL.M.,
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01:00 PM
May 28 2024 |
Yes |
Register |
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Estate Tax Planning from N to Z with Alan Gassman
Presented by: Alan Gassman, J.D., LL.M.,
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01:00 PM
Jun 27 2024 |
Yes |
Register |
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Ethics and Fiduciary Duties in Investment Advisory
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw
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02:15 PM
May 14 2024 |
Yes |
Register |
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Ethics CE for CFPs
Presented by: Tom Duffy, CFP®, Jersey Shore Advisors, LLC
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12:00 PM
Aug 06 2024 |
Yes |
Register |
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Financial Planning for LGBTQ Clients
Presented by: George Schein, JD, ChFC, CLU, Nationwide Research Institute
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01:00 PM
May 09 2024 |
Yes |
Register |
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Helping Clients Address Emotional and Financial Worries
Presented by: Dave Buck and Steve Krzywicki Jr., CFP®
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01:00 PM
Jun 11 2024 |
No |
Register |
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How to Use Real Estate in a Client’s Portfolio
Presented by: Amy Arnott, CFA, Morningstar
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01:00 PM
Jul 02 2024 |
No |
Register |
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Innovative Loan Solutions for Clients Building, Bridging or Leveraging
Presented by: Mike Crossett, The Federal Savings Bank
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01:00 PM
Apr 23 2024 |
Yes |
Register |
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Key Facts for Clients with Qualified Small Business Stock
Presented by: Kevin Brady, CFP®, WealthSpire Advisors
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01:00 PM
Jul 25 2024 |
Yes |
Register |
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Learn Social Security from A to Z from an Expert
Presented by: Kurt Czarnowski,
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01:00 PM
May 21 2024 |
Yes |
Register |
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Long Term Care Insurance Update: Part 2
Presented by: Don Levin, JD, CSA®, LTCP, CLTC, Krause & Associates
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01:00 PM
Jun 20 2024 |
Yes |
Register |
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Long-Term Care Insurance Update: Part 1
Presented by: Don Levin, JD, CSA®, LTCP, CLTC, Krause & Associates
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01:00 PM
Jun 13 2024 |
Yes |
Register |
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Navigating Prescriptions Costs in 2024: What Your Clients Need to Know
Presented by: Tricia Prewitt,
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01:00 PM
May 02 2024 |
Yes |
Register |
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Navigating Retirement Plan Division in Divorce: A Comprehensive Guide for Financial Advisors
Presented by: Diane Pappas, CDFA®, CQS™, Solutions For Divorce LLC
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01:00 PM
Aug 20 2024 |
Yes |
Register |
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Navigating the Complexities of Dual Registration as Investment Adviser Rep
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw
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12:00 PM
Jun 06 2024 |
Yes |
Register |
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Optimizing Credit Scores to Lower Insurance Premiums and MORE
Presented by: Tiffany Cross, CredEvolv
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01:00 PM
Apr 30 2024 |
Yes |
Register |
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Tax-Efficiency for Retirement Planning
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile
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01:00 PM
Aug 14 2024 |
Yes |
Register |
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The 411 on Owning Real Estate in A Self-Directed IRA
Presented by: Daniel Gleich, Madison Trust Company
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01:00 PM
May 30 2024 |
Yes |
Register |
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The Optimized Investor
Presented by: Dr. Amos Nadler, PhD. (Behavioral Finance and Neuroeconomics), Prof of Wall Street
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01:00 PM
Nov 07 2024 |
No |
Register |
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The Role and Responsibilities of an Executor
Presented by: Liz O'Neil. Esq.,
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01:00 PM
Jun 25 2024 |
Yes |
Register |
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Wade Pfau: How Reverse Mortgages can mitigate market volatility, provide retirement income and more
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile
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01:00 PM
May 23 2024 |
Yes |
Register |
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What Clients need to Know to Picking the Right Corporate Entity
Presented by: Nellie Akalp, CorpNet
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01:00 PM
Jun 04 2024 |
Yes |
Register |
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What to say to Clients who've lost a Loved One
Presented by: Kathi Balasek,
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01:00 PM
Apr 24 2024 |
Yes |
Register |
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