Common Sense Strategies for Your Caregiving Clients:
Presented by Denise Brown, Caregiving Years Training Academy
Tuesday, January 21, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Estate Planning Masterclass Preview & Member Update
Presented by Alan Gassman, J.D., LL.M. and Tom Dickson
Wednesday, January 22, 2025 at 12:30 PM ET No Register Learn More Planning for Success: Succession and Continuity Strategies for Financial Advisors
Presented by Tim Wyman, Center for Financial Planning
Thursday, January 23, 2025 at 12:00 PM ET No Register Learn More A Guide to Selecting an HSA Provider
Presented by Margaret Giles and Greg Carlson
Tuesday, January 28, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Mastering Rental Property Strategies in eMoney: A Comprehensive Guide for Financial Advisors
Presented by Michelle Riiska, eMoney
Wednesday, January 29, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Why Our Trusts Are Different than All Other Trusts
Presented by Alan Gassman, J.D., LL.M., Gassman Law
Thursday, January 30, 2025 at 12:00 PM ET No Register Learn More The Financial State of the States: Insights from Truth in Accounting CEO Sheila Weinberg
Presented by Sheila Weinberg, Truth in Accounting
Wednesday, February 5, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More What’s New with the 1040: Unlocking Tax Planning Opportunities with Your Return
Presented by Larry Pon, CPA,
Thursday, February 6, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Helping Clients Peacefully Manage Day-to-Day Finances
Presented by Brian Page,
Monday, February 10, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Planning for the Next Gen: Navigating the Generation Skipping Transfer Tax
Presented by Patrick Carlson, Vanilla
Tuesday, February 11, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More The Repeal of WEP and GPO - The Social Security Fairness Act
Presented by Kurt Czarnowski,
Wednesday, February 12, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More A Sequel: Best Practices for Protection against Cyber Threats
Presented by Aryn Johnson, Marsh McLennan Agency
Tuesday, February 18, 2025 at 12:00 PM ET No Register Learn More Planning Now For the 2026 CLIFF
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates
Thursday, February 20, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More How to Discuss Cognitive Decline with Clients
Presented by Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning
Tuesday, March 4, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More 2025: Another Volatile Year for Student Loan Borrowers
Presented by Ryan Galiotto, CFP® CSLP®, Etch Financial
Thursday, March 13, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More The Rider and the Elephant: Tapping into Your Best Financial Decision Making Mode
Presented by Cherie Stueve, Cerefi
Thursday, March 20, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Financial Transition Planning
Presented by Sandy Adams, CFP®, Center for Financial Planning, Inc.
Thursday, April 10, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More 10 Biggest Mistakes Clients Make with Life Insurance and Annuities – What Every Financial Advisor Needs to Know
Presented by Scott Witt, Actuary, Witt Actuarial services
Thursday, April 24, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Guided Spending Rates: Rethinking “Safe” Initial Withdrawal Rates
Presented by David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions
Thursday, May 8, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More How To Leverage AI To Improve Client Conversations
Presented by Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning
Thursday, July 10, 2025 at 12:00 PM ET No Register Learn More