Tax Strategies for Upper-Middle Class Clients
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Tuesday, October 3, 2023 at 1:00 PM ET
Yes
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Tax Planning with Reverse Mortgages
Presented by Shain Urwin and Carrie Jones
Wednesday, October 4, 2023 at 1:00 PM ET
Yes
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Here comes Medicare’s Open enrollment period… Learn what’s new
Presented by Melinda Caughill, i65 Incorporated
Tuesday, October 17, 2023 at 1:00 PM ET
Yes
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End-of-Year LTCi Strategies for Clients
Presented by Lori Gubash, CLTC, FICF, Krause & Associates
Wednesday, October 18, 2023 at 1:00 PM ET
Yes
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Estimating the End of Retirement
Presented by David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions
Thursday, October 19, 2023 at 1:00 PM ET
Yes
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Downsizing and Moving is Different for Seniors
Presented by Nikki Buckelew, PH.D., Seniors Real Estate Institute
Tuesday, October 24, 2023 at 1:00 PM ET
Yes
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Alzheimer’s Disease: What You Should Know, and What to do Next
Presented by Jennifer Reeder, LCSW, SIFI, Alzheimer's Foundation of America
Wednesday, October 25, 2023 at 1:00 PM ET
Yes
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Seven Planning Challenges for SMI (Severe Mental Illness) Caregivers
Presented by Paul Peeler, Integrated Financial Group
Thursday, October 26, 2023 at 1:00 PM ET
Yes
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Redesigning Home for Aging in Place
Presented by Louis Tenenbaum, CAPS,CAASH, Housing Innovation Vision Economics
Tuesday, October 31, 2023 at 1:00 PM ET
No
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Student and Parent Loans: The Good, The Bad, and the Ugly
Presented by Stuart Siegel, FinancialAidNow.com
Wednesday, November 1, 2023 at 1:00 PM ET
Yes
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Active versus Passive ETFs
Presented by Michael Curtis and Judy Jansen, CFA
Thursday, November 2, 2023 at 1:00 PM ET
No
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Mastering Workflows in Your Practice
Presented by Kate Guillen, SimplicityOps
Tuesday, November 7, 2023 at 4:00 PM ET
No
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Risking Old Age in America
Presented by Harry S. Margolis, Esq.,
Tuesday, November 14, 2023 at 4:00 PM ET
Yes
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Bringing Science to the Art of the Relationship
Presented by Amy Mullen, CFP®, Money Quotient
Wednesday, November 15, 2023 at 1:30 PM ET
Yes
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Ethics CE for CFPs
Presented by Tom Duffy, CFP®, Jersey Shore Advisors, LLC
Thursday, November 16, 2023 at 1:00 PM ET
Yes
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Understanding the New Student Aid Index: Navigating Recent FAFSA Changes for a Successful Financial Aid Journey"
Presented by Mark Kantrowitz,
Wednesday, November 29, 2023 at 1:00 PM ET
Yes
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8 Ways Clients Can Help You Serve Them Better
Presented by David Leo,
Tuesday, December 5, 2023 at 1:00 PM ET
No
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Help Business Owners Clients Transfer Wealth to Optimize Estate Taxes
Presented by Anthony Venette, CPA, ABV, MBA, DeJoy and Co.
Thursday, January 4, 2024 at 1:00 PM ET
Yes
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Multi-Generational Planning for Second Homes and Heirloom Properties
Presented by Tim Borchers, Esq., AEP®, Borchers Trust Law
Tuesday, January 16, 2024 at 1:00 PM ET
Yes
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Financial Planning “Counseling” Tools to Foster Trust in Your Clients
Presented by Megan McCoy, Ph.D., LMFT, Kansas State University
Thursday, January 18, 2024 at 1:00 PM ET
Yes
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