A Talk to Remember
Presented by Jandi Kelly, Ph.D., A Talk to Remember
Thursday, October 31, 2024 at 1:00 PM ET
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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
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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
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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
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Long Term Care Insurance Update: Part 2
Presented by Lori Gubash, CLTC, FICF, Krause & Associates
Thursday, June 20, 2024 at 1:00 PM ET
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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
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Long-Term Care Insurance Update: Part 1
Presented by Lori Gubash, CLTC, FICF, Krause & Associates
Thursday, June 13, 2024 at 1:00 PM ET
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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
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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
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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
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Learn Social Security from A to Z from an Expert
Presented by Kurt Czarnowski,
Tuesday, May 21, 2024 at 1:00 PM ET
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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
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Common Compliance Deficiencies for Investment Adviser Representatives
Tuesday, May 14, 2024 at 12:00 PM ET
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Financial Planning for LGBTQ Clients
Presented by George Schein, JD, ChFC, CLU, Nationwide Research Institute
Thursday, May 9, 2024 at 1:00 PM ET
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Empowering Futures: Person-Centered Supports for Individuals with Special Needs
Presented by Kristin Carelton, Special Abilities Network
Tuesday, May 7, 2024 at 1:00 PM ET
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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
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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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Optimizing Credit Scores to Lower Insurance Premiums and MORE
Presented by Tiffany Cross, CredEvolv
Tuesday, April 30, 2024 at 1:00 PM ET
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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
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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
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