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How Qualified Opportunity Zone Investments Work
Presented by Jimmy Atkinson and Chris Loeffler
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Yes |
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Big Changes to FICO Scores and Credit Reports
Presented by Tiffany Cross, Dedicated Credit Repair
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Yes |
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International Equity: The Forgotten Market
Presented by Bill Greiner, CFA, Mariner Wealth Advisors
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Yes |
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Stocks for the Long Run? Sometimes Yes. Sometimes No.
Presented by Edward F. McQuarrie, Leavey School of Business at Santa Clara University
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Yes |
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PR and Media Tips for Financial Planners
Presented by Jody Lowe, Lowe Communications
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No |
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Defined Outcome ETFs
Presented by Graham Day, CFA, Innovator Capital ETFs
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Yes |
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Refresher on Current & Proposed Rules for Inherited IRAS
Presented by Larry Pon, CPA,
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Yes |
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The financial advisors role in the administration of long-term trusts
Presented by Josh Yager, Esq., CFP®, ChFC®, CLU®, Anodos Advisors
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Yes |
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The Future of Financial Aid
Presented by Joe Messinger, CFP®, College Aid Pro
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Yes |
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Digital Assets: How to Use This New Asset Class to Gain More Clients and AUM – Even if You Hate Bitcoin
Presented by Ric Edelman,
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Yes |
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CFP Approved Ethics CE Program
Presented by Thomas J. Duffy, CFP®, MBA, CRPC, Jersey Shore Advisors, LLC
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Yes |
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Utilizing Financial Therapy Techniques to Help Navigate Conflict in Financial Planning Sessions
Presented by Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, Kansas State University
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Yes |
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Modeling Strategies to Mitigate IRMAA and SS Tax Torpedo Challenges
Presented by Griffin Kale, Holistiplan
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No |
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Situational Social Security
Presented by Marc Kiner, CPA,
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Yes |
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Wealth & Wellness
Presented by Jean Fidone-Schroer, CIMA®, Edwards Wealth Managment
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Yes |
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Dodging the Tax Torpedo and Capturing Retirement Income Opportunities with Tech
Presented by Joe Elsasser, CFP,
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No |
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How to Graduate with Little or No Debt
Presented by Mark Kantrowitz,
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Yes |
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The Last Things We Talk About: End of Life Estate Planning Map
Presented by Libby Boatwright, CFP,
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Yes |
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Achieving Balance: The Make Time Method to Help Advisors Reach Business AND Personal Goals in an Overworked World
Presented by Dr. Travis Parry, Make Time Institute
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No |
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Divorce Planning for Ultra NW Clients is Different
Presented by Olivia Summerhill,
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Yes |
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Register |
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