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Melinda
Unique Medicare Planning Software
Guest Expert: Melinda Caughill, i65 Incorporated
Bob Keebler
What Financial Planners and CPAs should know about Trusts and Estates (IAR CE Eligible) - 08.05.2024
CE Eligible
Guest Expert: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Joe Endres
What Clients Need to Know when Changing their Residency (IAR CE Eligible)
CE Eligible
Guest Expert: Joseph Endres, Esq., Hodgson Russ
Denise
Understanding the Final IRS Regulations on RMDs
CE Eligible
Guest Expert: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Retirement Consulting
Tom Duffy
Ethics CE for CFPs
CE Eligible
Guest Expert: Tom Duffy, CFP®, Jersey Shore Advisors, LLC
Alan Gassman
Estate Planning with Alan Gassman: Session 5 - Getting Ready for 2026
CE Eligible
Guest Expert: Alan Gassman, J.D., LL.M., Gassman Law

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