Please sort based on type of credits you would like to earn. Be sure to watch video in it’s entirety, review handouts and take the quiz listed under the program by clicking the “Take Quiz” button.
NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.
Special Needs
CREDIT HOURS
Parents with special needs children have many challenges to address, to include how do they ensure their child receives adequate care for the long-term.
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Tax Planning
CREDIT HOURS
Nearly 62% of all corporations are S corps. But are they always the best choice?
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CREDIT HOURS
In this webinar, Bob Keebler talks about how year-end planning in 2023 is as important as ever. Looming changes to the tax code and market losses provide excellent low or no risk opportunities to reduce your clients tax burden. Starting planning now will assure you have the time to meet with clients, review their situation for ideas, and show your value.
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.
Click link below to download the power point presentation related to webinar.
CREDIT HOURS
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.
Click link below to download power point presentation related to webinar.
Risk Management
CREDIT HOURS
This course provided attendees with an overview of personal insurance—Home, Auto, and liability coverages, with a focus on the affluent client and their specific needs. Claims examples and case studies will be discussed, along with unusual assets and how best to protect them. Attendees also learned risk mitigation strategies, best practices and most common coverage gaps and red flags.
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Click link below to download power point presentation related to webinar.
Long Term Care
CREDIT HOURS
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.
Click link below to download power point presentation related to webinar.
CREDIT HOURS
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.
Click link below to download power point presentation related to webinar.
Tax Planning, Estate Planning
CREDIT HOURS
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.
Click link below to download power point presentation related to webinar.
Life Insurance
CREDIT HOURS
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.
Click link below to download power point presentation related to webinar.