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Live Webinars

Tax Planning Ideas for the Financial Advisor to Share with their Clients (2 Prod and Pract IAR CE) - 08.09.2025
*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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Session 4 of Tax Planning Masterclass: Roth Conversion Planning and Charitable Gifting
Join nationally renowned CPA Bob Keebler for this session when he educates you on the topics listed below.Roth Conversions, Bracket Mapping, and Retirement DrawdownObjective:…
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Louis
Opportunity Zone Funds After the Big, Beautiful Tax Bill
The newly signed "Big, Beautiful Tax Bill" has reshaped the landscape for tax-advantaged investments—and Opportunity Zone Funds (OZFs) are back in the spotlight. Join Louis Rogers…
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What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 07.24.2024
*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 (Approved for 2 Prod and Pract IAR CE) - 07.24.2025
*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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