Using Client Biases for their Best Interest
Presented by Dr. Matt J. Goren, CFP®, Cerefi
Tuesday, April 2, 2024 at 1:00 PM ET
Yes
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LinkedIn Managers insights on how Financial Advisors can Optimize LinkedIn
Presented by Jessica Oliveira, LinkedIn
Wednesday, April 3, 2024 at 1:00 PM ET
No
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Organization – Building the Foundation for a Streamlined Practice
Presented by Kate Guillen, SimplicityOps
Thursday, April 4, 2024 at 1:00 PM ET
No
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Key Birthdays: Harnessing Critical Age Markers in Tax and Retirement Strategies
Presented by Larry Pon, CPA,
Tuesday, April 9, 2024 at 1:00 PM ET
Yes
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Preview of Medicare Masterclass Series (May) and More
Presented by Melinda Caughill, Medicare Expert,
Tuesday, April 9, 2024 at 4:00 PM ET
No
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The Future of Investing
Presented by Harry Mamaysky, QuantStreet Capital
Wednesday, April 10, 2024 at 4:00 PM ET
No
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Basis and Beyond: Planning for Non-Taxable Estates
Presented by Patrick Carlson, Vanilla
Thursday, April 18, 2024 at 1:00 PM ET
Yes
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Innovative Loan Solutions for Clients Building, Bridging or Leveraging
Presented by Mike Crossett, The Federal Savings Bank
Tuesday, April 23, 2024 at 1:00 PM ET
Yes
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What to say to Clients who've lost a Loved One
Presented by Kathi Balasek,
Wednesday, April 24, 2024 at 1:00 PM ET
Yes
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Optimizing Credit Scores to Lower Insurance Premiums and MORE
Presented by Tiffany Cross, CredEvolv
Tuesday, April 30, 2024 at 1:00 PM ET
Yes
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Crisis Medicaid Planning and Medicaid Compliant Annuities
Presented by Dale Krause, J.D., LL.M., Krause & Associates
Wednesday, May 1, 2024 at 1:00 PM ET
Yes
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Navigating Prescriptions Costs in 2024: What Your Clients Need to Know
Presented by Tricia Prewitt,
Thursday, May 2, 2024 at 1:00 PM ET
Yes
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Empowering Futures: Person-Centered Supports for Individuals with Special Needs
Presented by Kristin Carelton, Special Abilities Network
Tuesday, May 7, 2024 at 1:00 PM ET
Yes
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Financial Planning for LGBTQ Clients
Presented by George Schein, JD, ChFC, CLU, Nationwide Research Institute
Thursday, May 9, 2024 at 1:00 PM ET
Yes
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Common Compliance Deficiencies for Investment Adviser Representatives
Tuesday, May 14, 2024 at 12:00 PM ET
Yes
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Ethics and Fiduciary Duties in Investment Advisory
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Tuesday, May 14, 2024 at 2:15 PM ET
Yes
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Learn Social Security from A to Z from an Expert
Presented by Kurt Czarnowski,
Tuesday, May 21, 2024 at 1:00 PM ET
Yes
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The 411 on Owning Real Estate in A Self-Directed IRA
Presented by Daniel Gleich, Madison Trust Company
Thursday, May 30, 2024 at 1:00 PM ET
Yes
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What Clients need to Know to Picking the Right Corporate Entity
Presented by Nellie Akalp, CorpNet
Tuesday, June 4, 2024 at 1:00 PM ET
Yes
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Helping Clients Address Emotional and Financial Worries
Presented by Dave Buck and Steve Krzywicki Jr., CFP®
Tuesday, June 11, 2024 at 1:00 PM ET
No
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