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Using Annuities to Accelerate Medicaid Eligibility
Presented by Dale Krause, J.D. LL.M.,
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Financial Literacy for 15-24 Year-Olds
Presented by Jedidiah Collins, CFP, Your Money Vehicle
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Fee and Billing Strategies of Financial Planners
Presented by Chris Hastings,
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How To Plan With the New 1040
Presented by Larry Pon, CPA,
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Seeking Tax Alpha in Retirement Income
Presented by Jim DiLellio, PhD, Pepperdine|Graziadio Business School
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The Latest Ideas on FICO Credit Scores from Expert Tiffany Cross
Presented by Tiffany Cross,
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New Trends Impacting Asset Management and Innovation
Presented by Will Baun, Fusion Research
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How to Analyze and Appeal College Financial Aid
Presented by Joe Messinger, CFP®, College Aid Pro
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CFP® Board Code of Ethics CE Program (2 hours)
Presented by Jeff Rattiner, CFP,
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1031 Real Estate Exchange into Institutional-Grade R.E. Work + Flat-Fee DIY Service for Selling your Home
Presented by Frank Piscitelli and Chris Carr
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Student Loan Repayment Strategies for Student and Parent Borrowers
Presented by Saki Kurose, CSLP, Insight Financial Strategists
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Early Distribution Exceptions
Presented by Larry Pon, CPA,
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Tax Planning for Uncertain Lifetime Gift and Estate Tax Exemptions
Presented by Steven Loeb,
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How Living Benefits with Annuities Work
Presented by Scott Stolz, CFP, RICP, Simon Markets
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Wade Pfau’s Latest Research on Reverse Mortgages
Presented by Wade Pfau, PhD, CFA, RICP®, The American College of Financial Services
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