Webinar Related Topics 
The Reformed Broker
DECEMBER 8, 2022
Each Christmas season I do a webinar with my friends at YCharts where we take a look back at the most important charts of the year and discuss which of these trends will remain important going forward. The post Join me Friday on the annual YCharts year-end webinar appeared first on The Reformed Broker.
Nerd's Eye View
DECEMBER 11, 2023
In practice, this means that we'll be bringing back our popular IAR Ethics CE Day in 2024 (save the date for August 29th!),
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NAIFA Advisor Today
JANUARY 25, 2023
Register now for this upcoming webinar discussing limited long-term care on Tuesday, February 7 at 2 pm eastern. When long-term care insurance is not an option due to a person's health and/or finances, there may be an alternative solution to a difficult situation.
NAIFA Advisor Today
JUNE 28, 2023
The Q3 State of NAIFA webinar is scheduled for July 11th at 12 pm eastern. NAIFA members, mark your calendars! This third update of the year is an integral part of our commitment to keep you informed about our progress and the direction we're heading.
Speaker: Abdi Ali, Sr. Lease Accounting Consultant
Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets.
NAIFA Advisor Today
SEPTEMBER 30, 2022
The webinar provided a big picture overview six weeks out from the November midterms and insights into factors that could turn specific races for House and Senate seats as well as state governorships and determine who will make decisions that will impact NAIFA members’ businesses and clients.
AdvicePay
MAY 22, 2024
In our recent webinar, “ Fee-for-Service Financial Planning: Unveiling Trends and Insights for 2024 ,” we dove deep into the future of financial planning, sharing key findings from the report. We are excited to share some of the top questions from the webinar.
Speaker: Igli Laci, Strategic Finance Leader
Don't miss this brand new webinar! Market Research and Analysis 🌐 Focus on thorough product and customer segmentation to tailor pricing strategies that meet the specific needs of each segment. Continuously assess market trends, customer behavior, and competitor strategies to make informed pricing decisions that drive business success.
Speaker: Hilary Akhaabi, PhD - Founder, Chief Financial & Operations Officer at Go Africa Global
This exclusive webinar with leading expert Hilary Akhaabi, PhD, will teach you practical ways to navigate complex financial landscapes and enhance your company's revenue management capabilities. In the fast-paced world of corporate finance, staying ahead of the curve is crucial for sustainable growth and profitability.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. Are you ready to elevate your accounting processes for 2025? Learn actionable strategies to enhance efficiency, reduce errors, and leverage technology for smarter workflows.
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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
In this webinar, industry expert Joe Buhrmann will analyze the significance of adaptability and customer-centricity, as well as the valuable role of offering holistic financial guidance in building long-lasting customer relationships and optimizing ultimate business growth.
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
In this webinar, Wayne Spivak will share techniques applicable to not only spend management and GAP analyses, but a wide range of accounting topics, to show you how to go from your company’s current state to the state of the future your company wants and needs.
Speaker: Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth
Creating generational wealth has moved to the forefront of everyone’s mind. In today’s market, we have seen people make major career decisions and blindly dive into investing to make this goal more achievable.
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