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Search Online Courses for IAR and CFP Continuing Education
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Search Online Courses for IAR and CFP Continuing Education
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Displaying 18 of 41Clear Filters

Long Term Care

Alzheimer’s Disease: What You Should Know, and What to do Next
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1.5

In this webinat, Jennifer Reeder, Director of Educational and Social Services for the Alzheimer's Foundation of America reviewed the different types of dementia and risk factors associated with Alzheimer’s disease. Jennifer also explored the warning signs, and what to do next when someone is showing signs or has received a diagnosis.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
76 minutes

Click link below to download power point presentation related to webinar. 

Paper
70 slides
End-of-Year LTCi Strategies for Clients
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

In this webinar, The Krause Agency’s National LTCI Director, Lori Gubash, CLTC, FICF, discussed the key LTCI strategies every advisor should know. Attendees learned planning strategies for positioning LTCI for end-of-year deductions, how to fund LTCI and whether a 1035 Exchange is right for your client, and end-of-year updates and what advisors need to know going forward.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
50 minutes

Click link below to download power point presentation related to webinar. 

Paper
35 slides

Tax Planning, Estate Planning

Wealth Transfer and Estate Planning Strategies for Clients with Large IRAs
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

IRA planning is complex and requires a mastery of property law, income tax, estate tax and finance. Some planning techniques focus on financial engineering, such as converting traditional accounts to a Roth account or increasing taxable distributions to move funds to life insurance.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
50 minutes

Click link below to download power point presentation related to webinar. 

Paper
70 slides

Tax Planning

Analyzing 1040s For Financial Planning Opportunities
Speaker Name: Larry Pon
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

Preparing a tax return is an annual ritual that brings a lot of pain to many Americans, but by analyzing your client's 1040, you can find a plethora of valuable financial planning opportunities. In this webinar with CPA Larry Pon, listeners learned how to efficiently read a tax return and find financial planning guidance for their clients.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
58 minutes

Click link below to download power point presentation related to webinar. 

Paper
71 Slides

Life Insurance

Life Insurance Settlements: Benefitting Your Client…and You!
Speaker Name: Lisa Rehburg
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1.5

Participants will learn the history and statistics of the life insurance market, what is a life insurance settlement, how do they benefit clients, unusual life settlements that worked, the process of selling, and how life insurance settlements benefit the financial advisor.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
76 minutes

Click link below to download power point presentation related to webinar. 

Paper
37 Slides

Retirement Savings and Income Planning

Annuities and Risk Pooling
Speaker Name: Wade Pfau
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 2

Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns that is unavailable for an investment portfolio.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
100 minutes

Click link below to download power point presentation related to webinar. 

Paper
69 Slides
(Re)Modeling the Cost of Retirement (or) Estimate the True Cost of Retirement
Speaker Name: David Blanchett
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

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.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
51 Minutes

Click link below to download power point presentation related to webinar 

Paper
52 Slides
Decoding the Essential Provisions of SECURE 2.0 with Bob Keebler
Speaker Name: Bob Keebler
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 2

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.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
60 Minutes

Click link below to download power point presentation related to webinar and click here to read the transcript in its entirety

Paper
42 Slides
,

Please click the link below to read the transcript in its entirety

https://www.financialexpertsnetwork.com/knowledge-center/2022-secure-20-act-webinar-transcript

College Financial Aid

How to Find Private Scholarships
Speaker Name: Matt Carpenter and Peggy Keough
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

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.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
50 Minutes

Click link below to download power point presentation related to webinar

Paper
10 Slides