How Medicare “Fits” In Retirement Planning
Presented by Ed Smith, CFP®, MBA, Valor Wealth
Tuesday, June 6, 2023 at 1:00 PM ET
No
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Green and Natural Burial Practices
Presented by Jodi Clock,
Thursday, June 8, 2023 at 1:00 PM ET
No
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How ESOPs benefit Business Owners and Employees
Presented by Leslie Lauer, CFP®, ChFC®, CEPA®, The ESOP Group | UBS Financial Services Inc.
Tuesday, June 13, 2023 at 1:00 PM ET
Yes
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Career Planning as a Pathway to Financial Wellness
Presented by Ray Giese, CFP, Career Pathways
Thursday, June 15, 2023 at 1:00 PM ET
No
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Better Advice for clients who own Investment Property
Presented by Rich Arzaga, CFP,
Tuesday, June 20, 2023 at 1:00 PM ET
Yes
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Managing Held-Away Assets and ERISA Responsibilities
Presented by Kevin T Clark, RF™
Thursday, June 22, 2023 at 1:00 PM ET
Yes
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The Pros and Cons of using an S Corp.
Presented by Larry Pon, CPA,
Tuesday, June 27, 2023 at 1:00 PM ET
Yes
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Estate Planning Technology for Financial Advisors
Wednesday, June 28, 2023 at 1:00 PM ET
No
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A Great Checklist for Buying a Financial Planner Practice
Presented by Michelle Atlas-Quinn, J.D. and Matt Durr, E.A.
Thursday, June 29, 2023 at 1:00 PM ET
No
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Annuities and Risk Pooling
Presented by Wade Pfau, PhD, CFA, RICP®, RISA Profile
Thursday, July 6, 2023 at 1:00 PM ET
Yes
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Premarital Financial Counseling Best Practices
Presented by Marcella Mollons-Williams, BFA, Legacy Builder Group
Tuesday, July 11, 2023 at 1:00 PM ET
Yes
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Is Direct Indexing Right for your Clients?
Presented by John Rekenthaler, Morningstar
Thursday, July 13, 2023 at 1:00 PM ET
Yes
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Holistic Life Planning: More Important Than Ever!
Presented by George Kinder, The Kinder Institute
Tuesday, July 18, 2023 at 1:00 PM ET
No
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Risking Old Age in America
Presented by Harry S. Margolis, Esq.,
Thursday, July 20, 2023 at 1:00 PM ET
Yes
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How to Track Client Spending
Presented by Carrie Jones, CFP, Delegated Planning
Thursday, July 27, 2023 at 1:00 PM ET
No
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Insuring the Sharing Economy
Presented by Erin K. Luczak, CPRIA, USI
Tuesday, August 8, 2023 at 1:00 PM ET
Yes
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Innovative Allocation Strategies with Indexed Annuities
Presented by Scott Stolz, CFP, RICP, iCapital
Wednesday, August 9, 2023 at 1:00 PM ET
Yes
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A Trend in Senior Housing: Accessory Dwelling Units (a.k.a. in-law suites)
Presented by Kol Peterson, Accessory Dwelling Strategies
Tuesday, August 15, 2023 at 1:00 PM ET
Yes
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Industry Leader On ESOPs
Presented by Phillip DeDominicis, The Menke Group
Thursday, August 24, 2023 at 1:00 PM ET
Yes
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How to Evaluate NonProfits and Smarter Giving Practices
Presented by Maeve Miccio, Fidelity Investments
Tuesday, August 29, 2023 at 1:00 PM ET
Yes
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