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Bob Chesner
Understanding how Private Placement Life Insurance (PPLI) Wealth Transfer Strategies for the RIGHT C…
CE Eligible
Guest Expert: Bob Chesner, CPA, Ripp Grossman & Fitte
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Alan Gassman
Estate Planning Masterclass #2: Advanced Wealth Transfer Strategies
CE Eligible
Guest Expert: Alan Gassman, J.D., LL.M., Gassman Law
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John Thompson
The Mortgage & Credit Score Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life
CE Eligible
Guest Expert: John Thompson, CDLP, CLA and Tiffany Cross, Credit Score Expert
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Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 03.28.2025
CE Eligible
Guest Expert: Tom Duffy
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Madolyn Reynolds
Early Action, Better Results: Navigating LTCI Solutions for Younger Clients
CE Eligible
Guest Expert: Madolyn Reynolds, CLTC, Krause & Associates
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Alan Gassman
Estate Planning Masterclass #3: Leveraging Trusts in Estate Planning
CE Eligible
Guest Expert: Alan Gassman, J.D., LL.M., Gassman Law
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