Retirement Savings and Income Planning
CREDIT HOURS
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.
Click link below to download power point presentation related to webinar and click here to read the transcript in its entirety
CREDIT HOURS
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.
Click link below to download power point presentation related to webinar and click here to read the transcript in its entirety
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
CREDIT HOURS
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.
Click link below to download power point presentation related to webinar
CREDIT HOURS
Financial aid award letters can be confusing. It is critical that you carefully analyze each award letter and determine the amount of free money received in the form of grants and scholarships. Equally important, one must identify what is the "net" cost of the school. The first offer may not be the best offer.
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.
Ethics and Regulations
CREDIT HOURS
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.
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.
Estate Planning
CREDIT HOURS
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?
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
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!
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.
Retirement Savings and Income Planning, Financial Planning
CREDIT HOURS
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.
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.
Financial Planning
CREDIT HOURS
Much has changed since penalty-free Roth conversions were inaugurated in 2010. Tax rates have gone up and down. The re-characterization provision went away. Heirs can no longer stretch out inherited Roth accounts over a lifetime. Medicare surcharges were expanded and began to adjust for inflation.
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
In the past couple of years, we have heard a great deal about the Great Resignation.
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.