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June 6, 2025 11:00AM EDT
BRAND NEW COURSE!
2025 HIGHER ED OUTLOOK: DRIVING FINANCIAL HEALTH, VALUE, AND CHANGE
Rachel Pauletti (FORVIS MAZARS)
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1.0
FREE
May 8, 2025 4:00PM EDT
CDs VS. ANNUITIES: WHAT ARE THE DIFFERENCES IN 2025?
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
May 13, 2025 9:00AM EDT
CHARITABLE GIVING AND DONOR-ADVISED FUNDS
Richard Peck (RICHARD C. PECK CONSULTING, LLC)
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1.0
FREE
May 13, 2025 11:00AM EDT
DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2025
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
April 25, 2025 4:00PM EDT
FINANCIAL PLANNING: SOCIAL SECURITY STRATEGIES
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
May 6, 2025 11:00AM EDT
FINANCIAL TOOLS TO FUND LONG-TERM CARE IN 2025
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
May 15, 2025 11:00AM EDT
INTRODUCTION TO ANNUITIES IN 2025
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
May 20, 2025 11:00AM EDT
INTRODUCTION TO LIFE INSURANCE IN 2025
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
April 24, 2025 11:00AM EDT
INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2025
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
May 14, 2025 4:00PM EDT
LIFE INSURANCE PLANNING IN 2025: A GUIDE FOR CPAs
Lee Slavutin, MD, CLU (STERN SLAVUTIN 2, INC.)
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1.5
FREE
May 22, 2025 10:00AM EDT
LONG-TERM CARE: A TIME BOMB FOR YOUR RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
July 16, 2025 10:00AM EDT
LONG-TERM CARE: A TIME BOMB FOR YOUR RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
June 16, 2025 4:00PM EDT
LONG-TERM CARE: A TIME BOMB FOR YOUR RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
April 23, 2025 10:00AM EDT
MAXIMIZING SOCIAL SECURITY AS A FOUNDATION FOR RETIREMENT INCOME PLANNING
Rob Belcuore (CPA RETIREMENT SOLUTIONS)
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1.0
FREE
April 24, 2025 6:00PM EDT
NET UNREALIZED APPRECIATION IN YOUR 401(k): MAXIMIZING RETIREMENT WEALTH
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
May 20, 2025 4:00PM EDT
RETIRE WITH PURPOSE, LEAVE A LEGACY: RISK-BASED PLANNING IS THE KEY TO SUCCESS
Dave Hall (RETIREMENT RISK ADVISORS)
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1.5
FREE
June 17, 2025 4:00PM EDT
RETIRE WITH PURPOSE, LEAVE A LEGACY: RISK-BASED PLANNING IS THE KEY TO SUCCESS
Dave Hall (RETIREMENT RISK ADVISORS)
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1.5
FREE
April 24, 2025 4:00PM EDT
ROTH CONVERSIONS: NOT JUST FOR THE YOUNG AT HEART
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
May 7, 2025 4:00PM EDT
STRESS-TESTING RETIREMENT PLANS AND PORTFOLIOS: THE WHAT, THE WHY, THE HOW
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
July 9, 2025 10:00AM EDT
TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE