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Live Webinars

Jim DiLellio
Roth Conversions vs. Early Withdrawals: Finding the Optimal Path to After-Tax Retirement Income
Financial advisors and retirees alike face a critical question: when and how should assets be drawn from tax-deferred and Roth accounts to maximize after-tax wealth? In this data-…
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What Clients Need to Know when Changing their Residency (2 Products and Practices IAR CE) - 11.08.2025
*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 Products and…
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Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 11.15.2025
*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…
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What Clients Need to Know when Changing their Residency (2 Products and Practices IAR CE) - 12.13.2025
*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 Products and…
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What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 12.20.2025
*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…
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