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Webinar title Date & time Sort descending CE Eligible Audience
Bob Keebler
Tax Strategies for Upper-Middle Class Clients

Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Yes Register
Tax Planning with Reverse Mortgages

Presented by Shain Urwin and Carrie Jones
Yes Register
Here comes Medicare’s Open enrollment period… Learn what’s new

Presented by Melinda Caughill, i65 Incorporated
Yes Register
Lori Gubash
End-of-Year LTCi Strategies for Clients

Presented by Lori Gubash, CLTC, FICF, Krause & Associates
Yes Register
David Blanchett
Estimating the End of Retirement

Presented by David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions
Yes Register
Downsizing and Moving is Different for Seniors

Presented by Nikki Buckelew, PH.D., Seniors Real Estate Institute
Yes Register
Jennifer Reeder
Alzheimer’s Disease: What You Should Know, and What to do Next

Presented by Jennifer Reeder, LCSW, SIFI, Alzheimer's Foundation of America
Yes Register
Paul Peeler
Seven Planning Challenges for SMI (Severe Mental Illness) Caregivers

Presented by Paul Peeler, Integrated Financial Group
Yes Register
Louis Tenenbaum
Redesigning Home for Aging in Place

Presented by Louis Tenenbaum, CAPS,CAASH, Housing Innovation Vision Economics
No Register
Student and Parent Loans: The Good, The Bad, and the Ugly

Presented by Stuart Siegel,
Yes Register
Judy Jansen
Active versus Passive ETFs

Presented by Michael Curtis and Judy Jansen, CFA
No Register
Kate Guillen
Mastering Workflows in Your Practice

Presented by Kate Guillen, SimplicityOps
No Register
Risking Old Age in America

Presented by Harry S. Margolis, Esq.,
Yes Register
Amy Mullen
Bringing Science to the Art of the Relationship

Presented by Amy Mullen, CFP®, Money Quotient
Yes Register
Tom Duffy
Ethics CE for CFPs

Presented by Tom Duffy, CFP®, Jersey Shore Advisors, LLC
Yes Register
Mark Kantrowitz
Understanding the New Student Aid Index: Navigating Recent FAFSA Changes for a Successful Financial Aid Journey"

Presented by Mark Kantrowitz,
Yes Register
David Leo
8 Ways Clients Can Help You Serve Them Better

Presented by David Leo,
No Register
Anthony Venette
Help Business Owners Clients Transfer Wealth to Optimize Estate Taxes

Presented by Anthony Venette, CPA, ABV, MBA, DeJoy and Co.
Yes Register
Tim Borchers
Multi-Generational Planning for Second Homes and Heirloom Properties

Presented by Tim Borchers, Esq., AEP®, Borchers Trust Law
Yes Register
Megan McCoy
Financial Planning “Counseling” Tools to Foster Trust in Your Clients

Presented by Megan McCoy, Ph.D., LMFT, Kansas State University
Yes Register