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A Solution for Large 401(k)s: The In Marriage QDRO®
Presented by Marcus Foote and Stephanie Prestridge
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Yes |
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The Current State of LTCI and How it Fits in Your Client’s Retirement Plan
Presented by Lori Gubash, CLTC, FICF and Dale Krause, J.D., LL.M.
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Yes |
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What every Financial Advisor should know about Bitcoin
Presented by Brett Munster, OnRamp
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Yes |
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Mortgage Planning for Life Events + Client's Adult Children
Presented by Chris Brady. M.A., Draper & Kramer Mortgage Corp.
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Yes |
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CFP® Board Code of Ethics CE Program (2 hours)
Presented by Jeff Rattiner,
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Yes |
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The Rank Order of Investing and Paying Down Debts
Presented by Greg Geisler, PhD, CPA (Inactive), Indiana University
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Yes |
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Economist on risk of Stagflation
Presented by Bill Greiner, CFA, Mariner Wealth Advisors
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Yes |
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The Social Security "Tax Torpedo"
Presented by Greg Geisler, PhD, CPA (Inactive), Indiana University
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Yes |
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Asset Protection from A to Z
Presented by Alan Gassman, J.D., LL.M.,
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The Restricted Property Trust
Presented by Ken Crabb, Destiny Capital
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Yes |
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How to Begin a Life Planning Conversation
Presented by George Kinder, Kinder Institute of Life Planning
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Yes |
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ETFs and Mutual Funds - which to pick and why
Presented by Derek Horstmeyer, George Mason University
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Yes |
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