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.
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Estate Planning
CREDIT HOURS: 2
CE Credit Type
This Quiz Is Only For Members Who Purchased The Estate Planning Masterclass
Video is on Paid Masterclass Member's Dashboard
Materials are on Paid Masterclass Member's Dashboard
CREDIT HOURS: 2
CE Credit Type
This Quiz Is Only For Members Who Purchased The Estate Planning Masterclass
Video is on Paid Masterclass Member's Dashboard
Materials are on Paid Masterclass Member's Dashboard
CREDIT HOURS: 2
CE Credit Type
This Quiz Is Only For Members Who Purchased The Estate Planning Masterclass
Video is on Paid Masterclass Member's Dashboard
Materials are on Paid Masterclass Member's Dashboard
CREDIT HOURS: 2
CE Credit Type
This Quiz Is Only For Members Who Purchased The Estate Planning Masterclass
Video is on Paid Masterclass Member's Dashboard
Materials are on Paid Masterclass Member's Dashboard
CREDIT HOURS: 2
CE Credit Type
This Quiz Is Only For Members Who Purchased The Estate Planning Masterclass
Video is on Paid Masterclass Member's Dashboard
Materials are on Paid Masterclass Member's Dashboard
Mortgages, FICO Score
CREDIT HOURS: 2
CE Credit Type
This session featured credit expert Tiffany Cross and mortgage strategist John Thompson, who provided financial advisors with practical guidance on mortgage planning and credit score optimization. Attendees learned how to help clients improve credit scores, manage mortgage debt throughout life stages, and strategically use home equity in retirement.
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 presentations related to webinar.
Charitable Giving, Estate Planning
CREDIT HOURS: 1
CE Credit Type
In this webinar, nationally renowned estate planning attorney Alan Gassman, Esq. covered both simple and complicated Charitable Remainder Annuity Trusts ("CRATs") and Charitable Remainder Unitrusts ("CRUTs"), as well as Flip NIMCRUTs, which can be used very effectively for income tax planning purposes.
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
CREDIT HOURS: 1
CE Credit Type
In this webinar, Kevin J Brady, CFP®, and Larry Pon, CPA, AEP®, talk about restricted stock units (RSUs). RSUs are a common form of compensation granted by employers to key employees. In this webinar, Kevin and Larry discussed how RSUs work, vesting schedules, key terminology, and how they compare to other forms of equity compensation.
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
Medicaid, Annuities
CREDIT HOURS: 2
CE Credit Type
In this webinar presented by Dale Krause, J.D., LL.M., a nationally recognized elder law attorney, this comprehensive webinar dove into the critical aspects of planning for long-term care, focusing on the financial strategies and legal tools available to manage the high costs associated with nursing home care.
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