Guaranteed Income: The Forgotten Household Asset
Presented by David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions
Tuesday, March 19, 2024 at 1:00 PM ET
Yes
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Help Clients Understand their Financial Aid Offer
Presented by Matt Carpenter and Peg Keough
Tuesday, March 19, 2024 at 4:00 PM ET
No
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Roth IRA Conversion thru Real Estate
Presented by Erik Hayden, Urban Catalyst Real Estate
Wednesday, March 20, 2024 at 12:00 PM ET
No
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What Clients Must Know about New Beneficial Owner Interest Reporting REQUIREMENT
Presented by Nellie Akalp, CorpNet, Inc.
Thursday, March 21, 2024 at 1:00 PM ET
Yes
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How to Avoid The Top 10 Costly IRA Mistakes
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting
Tuesday, March 26, 2024 at 10:30 AM ET
Yes
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What Financial Planners and CPAs should know about Trusts and Estates
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Tuesday, March 26, 2024 at 1:00 PM ET
Yes
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What Clients Need to Know when Changing their Residency
Presented by Joseph Endres, Esq., Hodgson Russ
Wednesday, March 27, 2024 at 1:00 PM ET
Yes
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Evaluating Retirement Income Strategies and the Role of Annuities in Client Financial Plans
Presented by Wade Pfau, PhD, CFA, RICP® and Alexus Rogers
Wednesday, March 27, 2024 at 4:00 PM ET
Yes
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How Clients can Hedge Rising or Sinking Home Prices
Presented by John Dolan,
Thursday, March 28, 2024 at 1:00 PM ET
No
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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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The Future of Investing
Presented by Harry Mamaysky, QuantStreet Capital
Wednesday, April 10, 2024 at 4:00 PM ET
No
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A Talk to Remember
Presented by Jandi Kelly, Ph.D., A Talk to Remember
Thursday, April 11, 2024 at 1:00 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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