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Jimmy
How Qualified Opportunity Zone Investments Work
Jimmy Atkinson and Chris Loeffler
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Tiffany
Big Changes to FICO Scores and Credit Reports
Tiffany Cross, Dedicated Credit Repair
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Bill
International Equity: The Forgotten Market
Bill Greiner, CFA, Mariner Wealth Advisors
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Ed
Stocks for the Long Run? Sometimes Yes. Sometimes No.
Edward F. McQuarrie, Leavey School of Business at Santa Clara University
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Larry Pon
Refresher on Current & Proposed Rules for Inherited IRAS
Larry Pon, CPA,
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Josh
The financial advisors role in the administration of long-term trusts
Josh Yager, Esq., CFP®, ChFC®, CLU®, Anodos Advisors
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Joe
The Future of Financial Aid
Joe Messinger, CFP®, College Aid Pro
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Megan
Utilizing Financial Therapy Techniques to Help Navigate Conflict in Financial Planning Sessions
Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, Kansas State University
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Marc Kiner
Situational Social Security
Marc Kiner, CPA,
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Mark Kantrowitz
How to Graduate with Little or No Debt
Mark Kantrowitz,
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Libby
The Last Things We Talk About: End of Life Estate Planning Map
Libby Boatwright, CFP,
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