Video Courses

"Create a Comprehensive Finanical Plan" (+ 7 CFP Board CE Hours)

"Create Your Own Finanical Plan" (+ 150 CFP Board Experience Hours + 5 CE Hours)

Niche Expert Presentations (+ 35 CFP Board CE Hours)

• 401(k) Optimization (Mega Backdoor Roth) for Super Savers w/ Trevor Winter, CFP® (1)

• 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 (1)

• Bond Ladders w/ David McCary, CFP®, CPWA®, CRI®, MBA (1)

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

• Budgeting 2.0 w/ Ian Kasoff (1)

• Business Coaching w/ Brian Willet, CMFC®

• Caregivers w/ Danielle Miura, CFP® (1)

• 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® (1)

• Churches + Pastors + 403(b) Plans w/ Paul McWilliams (1)

• Direct Indexing w/ Igor Smolyanskiy, CFA, CFP® (1)

• Disability Insurance w/ Chris Clark (1)

• Elder Care Planning w/ Quentara Costa, CFP®, MSFP (1)

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

• Fee-Only Insurance Planning w/ Dan McDonald, CFP®, CLU®, ChFC®  (1)

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

• Financial Independence, Retire Early w/ Jackie Koski, CFP® and Dan Huffman (1)

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

• Financial Planning Client Meeting Recording w/ Jay Zigmont, PhD, MBA, CFP® (1)

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

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

• Health Savings Accounts w/ Jackie Koski, CFP®, MSPFP, AFC® (1)

• 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

• How to Research a "Financial Advisor" - Form ADV Review

• Long-Term Care (LTC) Planning w/ Kerry Peabody, CLU®, CLTC®, RICP® (1)

• 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. (1)

• 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)

• Retire Often w/ Jillian Johnsrud (1)

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

• Roth Conversions for Retirees w/ Scott Rinehart, CPA (0.5)

• Solo 401(k) w/ Sean Mullaney, CPA (1)

• Trusts w/ Mike Palmer, CFP® (1)

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

MTP Forensics Archives + Case Studies (+ 650 CFP Board Experience Hours + 6 CE Hours)

• "At Your Best" Book Study

• Case Study w/ Ann & David

• Case Study w/ Betty & Carl

• Case Study w/ Cheryl & John (Real Clients)

• Case Study w/ Emma & Sylvester

• Case Study w/ Jamie (Real Client)

• Case Study w/ Jean & Rick (Real Clients)

• Case Study w/ Katrina & Carlos

• eMoney vs. RightCapital

• Equity Compensation

• ESOPs + eMoney

• Estate Planning + Probate Process

• Federal Income Tax Preparation

• Financial Coaching + Budgeting

• Financial Planning Biases

• Financial Planning Software

• F.I.R.E. for Dummies Book w/ Jackie Koski, CFP®, MSPFP, AFC®

• Health Insurance Before and After Medicare

• Financial Planning Limits 2025

• Intentional Language + Client Communication

• McCallister Family Case Study (Home Alone)

• Medicare

• Mental + Financial Counseling

• Meta 401(k) + Pay Statement Review

• Multi-Generational Money Conversations

• Pay Statement + Tax Return Review

• Planning for Families with Special Needs

• Portfolio Construction Philosophies

• Portfolio Rebalancing Calculator

• Property + Casualty Insurance

• Real Estate Planning

• Real Estate Tax Returns

• Real Financial Planning Case Study w/ Cheryl & John

• Real Financial Planning Case Study w/ Jamie

• Real Financial Planning Case Study w/ Jean & Rick

• Risk Tolerance Questionnaires

• Social Security

• Target-Date Funds

• Tax Calculators

• Taxable Brokerage Analysis

• Taxes for Self-Employment

• Values-Based Spending w/ Gail & Jennifer

• Why/Where Do Bonds Belong