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Estate & Legal Planning (52)
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Insurance Planning (23)
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Social Security & Medicare (9)
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Financial Planning (37)
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Practice Management (6)
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Alanna Fabbri Butera, MA
Ben Rathbun, M.B.A.
Brian Boak, CPRIA, CLU
Brian E. Raftery Esq.
Bryan Drake
Chris Bogren, JD
Contact Us 800-568-2444
D. Andrew Hickman
Daren Raoux, CPA, CA, CPA (IL, USA)
Davin Salvagno
Debbie Niemann, MBA, ChSNC
Donald Denstaedt, CFP
Elizabeth Forspan, Esquire
Eric C. Ward, ASA
Foundations Team
Gregory C. Hamilton, Esq.
Hanna Y. Laver
James Knaus, CFP, RICP
James L. Cunningham, JR.
Jamie L. Mendelsohn
Jedidiah Collins
Jeffrey Hoenle, CFP, AEP
Jill L. Miller, Esq.
John Horwath
Joshua Lackowski
Lubna J. Channo, CPA, CTS, CTP
Mark T. Wise, CFP, CRPC
Martin M. Shenkman
Matthew Stojkov
Natalia Kujan Gentry, Esq.
Ric Edelman
Richard Hillson
Rickie Taylor
Ron Rubin, CLU, ChFC
Russell J. Fishkind, Esq.
Ruth Raftery, JD, CPA
Sally A. Vaughn, CTFA
Sara A. Schimke, Esq.
Scott Stolz, CFP®, RICP®
Terry Altman,CFP,CLU
Tricia L. Lincoln, Esq.
Venar Ayar
Find a product
Art and Collectibles: Preserve, Protect, Manage and Plan
Available until
February 3, 2021
Alanna Fabbri Butera, MA
%
COMPLETE
Beware of Clients with Non-US Connections
Available until
January 27, 2021
Daren Raoux, CPA, CA, CPA (IL, USA)
%
COMPLETE
Pet Trusts
Available until
12/9/2020
Tricia L. Lincoln, Esq.
%
COMPLETE
Income Tax Planning: To Roth or Not To Roth……
Available until
November 23,2020
Matthew Stojkov
%
COMPLETE
REITS - 101
Available until
November 24,2020
Richard Hillson
%
COMPLETE
How much should an Attorney Drafted Estate Plan Cost?
Available until
October 7, 2020
James L. Cunningham, JR.
%
COMPLETE
Essential Estate Planning Check-Up
Available until
August 5, 2020
Jill L. Miller, Esq.
%
COMPLETE
Integrating a New Advisor into your Practice
Available until
July 31, 2020
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Spousal Lifetime Access Trusts: Making Gifts without Giving it Away
Available until
July 8, 2020
Brian E. Raftery Esq.
%
COMPLETE
APEG Practice Development: Be a Pro
Available until
July 1, 2020; 11:00 AM Eastern
Jedidiah Collins
%
COMPLETE
Advanced Beneficiary Planning
Available until
June 11, 2020
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
529's There Might Be a Better Path
Available until
June 3, 2020
D. Andrew Hickman
%
COMPLETE
Fee Compression: Avoiding the Race to the Bottom
Available until
May 13, 2020, 11:00am
Richard Hillson
%
COMPLETE
Flood: The Client's Risk Exposure
Available until
Flood: Is the exposure included in your clients Risk Management?
Brian Boak, CPRIA, CLU
%
COMPLETE
Case Studies in the Secondary Market for Life Insurance
Available until
April 29, 2020
Jamie L. Mendelsohn
%
COMPLETE
How to Build a Valuable Business
Available until
Learn the key elements of how a business is valued for both estate planning and sale purposes.
Eric C. Ward, ASA
%
COMPLETE
The Practicality of the Income Matrix (TM)
Available until
Learn to utilize one of the most effective income planning tools.
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Dealing with Incapacity: Guardianship v. Durable Power of Attorney
Available until
March 11, 2020
Tricia L. Lincoln, Esq.
%
COMPLETE
Revocable Living Trust Boot Camp
Available until
The Basic Training for Understanding Revocable Living Trusts
Jill L. Miller, Esq.
%
COMPLETE
The Roth IRA: Missed Planning Opportunities
Available until
Learn planning techniques utilizing Roth IRAs
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Retirement Planning in the Shadow of the SECURE Act
Available until
Learn a step-by-step process to optimize a retirement plan under SECURE.
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Introduction to Linked In: Setting up your Profile
Available until
January 22, 2020
Joshua Lackowski
%
COMPLETE
Alternative Investments
Available until
Richard Hillson
%
COMPLETE
The Five Things Every Financial Professional Should Know About Estate Planning
Available until
Supporting Your Client's Estate Planning Needs
Jill L. Miller, Esq.
%
COMPLETE
Trustee Training Workshop
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Learn the responsibilities of the trustee both at incapacity and/or death.
Gregory C. Hamilton, Esq.
%
COMPLETE
Anatomy of Divorce
Available until
Learn the common elements of divorce.
Natalia Kujan Gentry, Esq.
%
COMPLETE
Tax Planning Under Tax Cuts & Jobs Act (TCJA)
Available until
Learn techniques to help families mitigate their tax exposure under TCJA.
Ruth Raftery, JD, CPA
%
COMPLETE
Understanding Child Support
Available until
Learn the elements that factor into child support.
Natalia Kujan Gentry, Esq.
%
COMPLETE
Home, Auto and Excess Liability
Available until
Evaluating a situation to optimize coverage.
Brian Boak, CPRIA, CLU
%
COMPLETE
Life Settlements: Today's Issues and Opportunities
Available until
When your client's situation changes, consider the secondary market for life insurance policies.
Jamie L. Mendelsohn
%
COMPLETE
Interesting Cases in Family Law
Available until
Learn by example.....the Family Courts are ripe with cases that help to round of a planners legal knowledge.
Natalia Kujan Gentry, Esq.
%
COMPLETE
Prenuptial Agreements
Available until
Addressing pre and post marital planning.
Natalia Kujan Gentry, Esq.
%
COMPLETE
Considerations in Owning Rental Property
Available until
Understanding the financial, legal, tax and insurance elements of owning rental property.
Jeffrey Hoenle, CFP, AEP
%
COMPLETE
Considerations in Embarking in In-Vitro Fertilization, Surrogacy, Adoption and Embryo Donation
Available until
Science has made the possibilities of a family a reality for many, but the legal system is still lagging.
Natalia Kujan Gentry, Esq.
%
COMPLETE
Financial Consideration for Unwed Parents
Available until
In a modern-family world, planners should be aware of the needs of unwed parents.
Natalia Kujan Gentry, Esq.
%
COMPLETE
Special Needs Planning & Applicable Social Security Benefits
Available until
Planning to qualify for maximizing Social Security Benefits for Special Needs
Sara A. Schimke, Esq.
%
COMPLETE
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