Helping Clients Address Emotional and Financial Worries
Presented by Dave Buck and Steve Krzywicki Jr., CFP®
Tuesday, June 11, 2024 at 1:00 PM ET
No
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The Optimized Investor
Presented by Dr. Amos Nadler, PhD. (Behavioral Finance and Neuroeconomics), Prof of Wall Street
Thursday, November 7, 2024 at 1:00 PM ET
No
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How to Use Real Estate in a Client’s Portfolio
Presented by Amy Arnott, CFA, Morningstar
Tuesday, July 2, 2024 at 1:00 PM ET
No
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Estate Planning for IRAs in Second Marriages: Navigating Complexities
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA,
Tuesday, June 18, 2024 at 12:00 PM ET
Yes
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Wade Pfau: How Reverse Mortgages can mitigate market volatility, provide retirement income and more
Presented by Wade Pfau, PhD, CFA, RICP®, RISA Profile
Thursday, May 23, 2024 at 1:00 PM ET
Yes
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The Role and Responsibilities of an Executor
Presented by Liz O'Neil. Esq.,
Tuesday, June 25, 2024 at 1:00 PM ET
Yes
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Estate Planning with Alan Gassman: Session 3 - QPRTs, CLATs, CRTs and QCDs
Presented by Alan Gassman, J.D., LL.M., Gassman Law
Tuesday, July 9, 2024 at 1:00 PM ET
Yes
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Estate Planning with Alan Gassman: Session 4 - A Deeper Dive Into the Installment Sale Into the Grantor Trust
Presented by Alan Gassman, J.D., LL.M., Gassman Law
Tuesday, July 23, 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
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Key Facts for Clients with Qualified Small Business Stock
Presented by Kevin Brady, CFP®, WealthSpire Advisors
Thursday, July 25, 2024 at 1:00 PM ET
Yes
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Long-Term Care Insurance Update: Part 1
Presented by Don Levin, JD, CSA®, LTCP, CLTC, Krause & Associates
Thursday, June 13, 2024 at 1:00 PM ET
Yes
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Ethics CE for CFPs
Presented by Tom Duffy, CFP®, Jersey Shore Advisors, LLC
Tuesday, August 6, 2024 at 12:00 PM ET
Yes
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Long Term Care Insurance Update: Part 2
Presented by Don Levin, JD, CSA®, LTCP, CLTC, Krause & Associates
Thursday, June 20, 2024 at 1:00 PM ET
Yes
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Navigating Retirement Plan Division in Divorce: A Comprehensive Guide for Financial Advisors
Presented by Diane Pappas, CDFA®, CQS™, Solutions For Divorce LLC
Tuesday, August 20, 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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Common Compliance Deficiencies for Investment Adviser Representatives
Tuesday, May 14, 2024 at 12:00 PM ET
Yes
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Navigating Prescriptions Costs in 2024: What Your Clients Need to Know
Presented by Tricia Prewitt,
Thursday, May 2, 2024 at 1:00 PM ET
Yes
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Ethics and Fiduciary Duties in Investment Advisory
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Tuesday, May 14, 2024 at 2:15 PM ET
Yes
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What Clients need to Know to Picking the Right Corporate Entity
Presented by Nellie Akalp, CorpNet
Tuesday, June 4, 2024 at 1:00 PM ET
Yes
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The 411 on Owning Real Estate in A Self-Directed IRA
Presented by Daniel Gleich, Madison Trust Company
Thursday, May 30, 2024 at 1:00 PM ET
Yes
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