Course Overview

With such a talented community, why not take the opportunity to learn from one another? We're serving up the second iteration of the member led knowledge series, "Inside Experts", hosted by none other than your peers. With a variety of topics, you're bound to walk away with new ideas you can implement within your firm right away.

Schedule and Topics




Interested in being part of Inside Experts?

If you are interested in taking part in a future Inside Experts Series please click here!

Course Content

Enroll above to access this content!

  • 1

    Inside Experts: Member-Led Knowledge Series

    • Welcome to Inside Experts: Member-Led Knowledge Sessions

  • 2

    Inside Experts: Understanding the US Taxation of Cross-Border Individuals with Malissa Marshall

    • Watch the replay here!

    • View the slide deck here!

    • Resources

  • 3

    Inside Experts: How to give (ERISA compliant) 401k advice!

    • Watch the replay here!

    • View the slide deck here!

    • Resources!

  • 4

    Inside Experts: Planning for FIRE - Financial Independence, Retire Early

    • Watch the replay here

    • View the slide deck here!

    • Resources!

  • 5

    Inside Experts: How to Prepare Your Clients to Buy or Sell a Home with Sarah and Ross Ponder

    • Watch the replay here!

    • View the slide deck here!

    • Resources

  • 6

    Inside Experts: The Case for Divorce Financial Planning with Carol Lee Roberts and Nancy Hetrick

    • Watch the replay here!

    • View the slide deck here!

    • Resources

  • 7

    Inside Experts: 3 Keys to Financial Planning with Prenups with Kaylin Dillon-CFP CE (1 credit)

    • Watch the replay and complete the self-guided assessment here!

    • View the slide deck here!

    • Resources

  • 8

    Inside Experts: Multi-Generational Wealth Planning for Advisors with Steven Schoenberger--CFP CE (1 credit)

    • Watch the replay here!

    • View the slide deck here!

    • Resources

  • 9

    Inside Experts: The Financial Mentorship Model: Building a Financial Planning Practice You Love with Cynthia Meyer

    • Watch the replay here!

    • View the slide deck here!

    • Resources