self study

Retirement is the most expensive purchase faced by most individuals. In this session, David Blanchett explored a framework to better understand how much retirement actually costs and a process for better estimating its true cost.

SECURE 2.0 provides incredible sales opportunities for financial and wealth planners, but every financial and wealth planner will be required to master the important new rules contained in the bill.

Join Matt Carpenter & Peg Keough as they explain how to maximize the odds of obtaining private scholarships. 
You will learn how to obtain college scholarships, the who, what, when, where and how to get private scholarships, how to get scholarships if you don't qualify for financial aid, and where to look and where NOT to look.

This course has been designed to provide a deep dive into modernized rules that govern investment adviser advertisements and payments to solicitors as it relates to marketing.

This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.

Annuity industry veteran Scott Stolz will provide an excellent review of fixed and indexed annuities that covers important features, understanding the typical buyer, decisions to consider when buying an indexed annuity, how caps and interest rates work and much more. This is a can't miss if you want to understand annuities.   

Former Social Security director Kurt Czarnowski provided a refresher on how Social security benefits are calculated, how they may be taxed and how spousal benefits (non-working spouse, divorce, survivor) work. 

A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibilities, taxes, and investments in these different situations?

Learn the purpose of revocable trusts, also known as living trusts, and how they can be a useful part of a client's estate plan. Join estate planning attorney Laurie Steiner to learn the advantages and disadvantages of a revocable trust as compared to irrevocable trusts or no trust at all!

The In Marriage QDRO® incorporates the ability of spouses to contract under state domestic relations law with the enforcement mechanism of a Qualified Domestic Relations Order (QDRO) under federal law.