Video Course

"Create a Comprehensive Financial Plan" (+ 150 CFP Board Experience Hours + 5 CFP Board CE Hours)

Niche Expert Presentations (+ 32 CFP Board CE Hours)

• 401(k) Optimization (Mega Backdoor Roth) for Super Savers w/ Trevor Winter, CFP®

• ADHD & Neurodiversity w/ Aubrey Williams, MS, MBA (1)

• AI + Email + Task Management w/ Cody Garrett, CFP® & Igor Smolyanskiy, CFA, CFP®

• Backdoor Roths + IRA Basis + Pro-Rata Rule w/ Sean Mullaney, CPA

• Bond Ladders w/ David McCary, CFP®, CPWA®, CRI®, MBA

• Budgeting + Intentional Spending w/ Jenn Steliga, CFP®, CFT-I™ (1)

• Budgeting 2.0 w/ Ian Kasoff

• Budgeting + the Future of Financial Coaching w/ Zach Whelchel

• Business Coaching w/ Brian Willet, CMFC®

• Caregivers w/ Danielle Miura, CFP®

• CFP® Exam Experiences w/ Damien Bessert, Dan Huffman, Jackie Koski, and Adam Scherer

• CFP® Experience Opportunities w/ Jackie Koski, CFP®, MSPFP, AFC®

• Childfree and Childless Clients w/ Jay Zigmont, PhD, MBA, CFP®

• Churches + Pastors + 403(b) Plans w/ Paul McWilliams

• Creating a Video Course w/ Cody Garrett, CFP®

• Direct Indexing w/ Igor Smolyanskiy, CFA, CFP®

• Disability Insurance w/ Chris Clark

• Elder Care Planning w/ Quentara Costa, CFP®, MSFP

• Ethics CE (CFP Board) (2)

• Federal Student Loan Planning w/ Emma Crawford, MA, CFP® (1)

• Fee-Only Insurance Planning w/ Dan McDonald, CFP®, CLU®, ChFC® 

• Financial Coaching + Faith w/ Jackson Larimer (1)

• Financial Independence, Retire Early w/ Jackie Koski, CFP® and Dan Huffman

• Financial Life Planning for Nerds w/ Ian Bloom, CFP®, CDFA® (1)

• Financial Planning Client Meeting Recording w/ Jay Zigmont, PhD, MBA, CFP®

• Hannah Moore, CFP® - Bringing Positive Change to the Financial Planning Profession

• Health Insurance - Private vs. ACA Coverage w/ Mitchell Underwood (1)

• Health Insurance & Medicare w/ John Christianson, CFP® (1)

• Health Savings Accounts w/ Jackie Koski, CFP®, MSPFP, AFC®

• Hourly Financial Planning w/ John Abernethy, CFP® & Mark Berg, CFP®

• House vs. Home w/ Angela McCaffrey (1)

• How to Create a Video Course w/ Cody Garrett, CFP®

• How to Research a "Financial Advisor" - Form ADV Review w/ Cody Garrett, CFP®

• Investment Analysis w/ Morningstar.com w/ Cody Garrett, CFP®

• Long-Term Care (LTC) Planning w/ Kerry Peabody, CLU®, CLTC®, RICP®

• Marketing with Educational Seminars w/ Ryan Morrissey, CFP®, CLU®, ChFC®, CMFC®

• Medicare Basics and Beyond w/ Will Pierce (1)

• Mortgage (Re)Financing w/ Drew Curtis (1)

• Multi-Generational + Inheritance Planning w/ Ryan Kaysen, CFP® and Katie Clemm, Esq.

• NewRetirement + DIY Planning Software w/ Nancy Gates

• Options Trading w/ Jill Zipkin (1)

• Overcoming Challenges + Parenting a Special Needs Family w/ Anthony Lombard, CFP® (1)

• Pensions + Union Benefits / Mary Ann Sullivan, CFP® (1)

• Permanent Life Insurance w/ Kevin Lao, CFP®, RICP® (1)

• Real Estate Planning + Sec. 121 Opportunities w/ Dan Huffman (0.5)

• Researching a "Financial Advisor" - Form ADV Review

• Retire Often w/ Jillian Johnsrud (1)

• Reverse Mortgages w/ Eric D. Miller (1)

• Roth Conversions for Retirees w/ Scott Rinehart, CPA

• Solo 401(k) w/ Sean Mullaney, CPA

• Special Needs Financial Planning w/ Nicky Amore, MBA, MA, CFT™, CFP®, CPWA®, ChSNC® (1)

• Trusts w/ Mike Palmer, CFP®

• Women in Transition w/ Melinda Satterlee, CFP® (0.5)

MTP Forensics Archives + Case Studies (+ 1,150 CFP Board Experience Hours)

• March 2026: Investment Analysis + 2025 Tax Preparation (50)

• February 2026: Special Needs Planning + CoastFI Case Study (50)

• January 2026: Serving Military Families + Special Needs Planning (50)

• December 2025: Impact Investing + Elf Financial Planning (50)

• November 2025: Year-End Tax Planning (50)

• October 2025: Student Loans + Self-Publishing + Retire Often (50)

• September 2025: Retirement Case Study + College Prep + Career Coaching (50)

• August 2025: Millennial Case Study + Retirement Income Guardrails (50)

• July 2025: Credit Card Opportunities + Michael Kitces (50)

• June 2025: The Robertson Case Study (50)

• May 2025: Equity Compensation + Portfolio Construction (50)

• April 2025: Tax Preparation + Counseling + Coaching (50)

• March 2025: Estate Planning + Multi-Generational Money Conversations (50)

• February 2025: Real Estate + Special Needs Planning (50)

• January 2025: Financial Planning Limits 2025 + Planning Software (50)

• December 2024: ESOPs + Home Alone Case Study (50)

• November 2024: Health Insurance + Financial Planning Biases (50)

• October 2024: Cheryl & John's Meetings + SE Income (50)

• September 2024: Bonds + Cheryl & John's Meetings (50)

• August 2024: Rick & Jean's Plan Presentation (50)

• July 2024: Jamie's Plan Presentation + Rick & Jean Pt. 2 (50)

• June 2024: Jamie's 2nd Meeting + Income Analysis (50)

• May 2024: Financial Planning Intro Meetings (50)