Live Webinars

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for…

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for…

Join Alan Gassman and Brandon Ketron for a comprehensive, efficiently delivered webinar covering the primary provisions of the Big Beautiful Tax Act—along with immediate and long-…

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for…

This course is designed for attorneys, financial advisors, CPAs, and estate planners who advise clients with significant personal or business assets. Participants will learn…