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Ethics and Regulations

Ethics CE: CFP Board’s Revised Code of Standards
Speaker Name: Thomas Duffy
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 2

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.

Video
101 Minutes

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

Paper
71 Slides

Estate Planning

Trustee Training: Rights and Responsibilities
Speaker Name: Steve Mancini and Kate Langmore
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

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.

Video
52 Minutes

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

Paper
35 Slides
The Pros and Cons of Revocable Trusts
Speaker Name: Laurie Steiner, Esq.
CREDIT HOURS
CFP®, CLU, ChFC, RICP, IAR
: 1
Products and Practices (IAR)
: 1

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.

Video
51 Minutes

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

Paper
17 Slides

Retirement Savings and Income Planning, Financial Planning

A Solution for Large 401(k)s: The In Marriage QDRO®
Speaker Name: Marcus Foote and Stephanie Prestridge
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

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.

Video
53 Minutes

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

Paper
30 Slides

Financial Planning

When and for Whom Are Roth Conversions Most Beneficial: A New Set of Guidelines, Cautions and Caveats
Speaker Name: Edward F. McQuarrie, Leavey School of Business at Santa Clara University
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

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.

Video
51 Minutes

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

Paper
45 Slides

College Financial Aid

How to Analyze and Appeal College Financial Aid
Speaker Name: Joe Messinger
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

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.

Video
52 Minutes

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

Paper
12 Slides

Tax Planning

Tax Planning for an Early Retirement
Speaker Name: Larry Pon
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

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.

Video
54 Minutes

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

Paper
54 Slides
Tax Planning for Uncertain Lifetime Gift and Estate Tax Exemptions
Speaker Name: Steven Loeb
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

The tax proposals in 2021 should give cause for all financial planners to reconsider the estate and liquidity planning strategies for clients. These proposals, which may resurface, would have significantly impacted a number of planning strategies, to include irrevocable life insurance trusts (ILITs).

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
54 Minutes

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

Paper
74 Slides

Reverse Mortgages

Wade Pfau’s Latest Research on Reverse Mortgages
Speaker Name: Wade Pfau
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

Wade Pfau shares his recent research on different reverse mortgage strategies while providing an update on the new options that allow clients as young as 55 to use a reverse mortgage. Wade's findings use historical simulations, similar to how Bill Bengen created the 4% rule.

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
55 Minutes

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

Paper
43 Slides

Annuities

How Living Benefits with Annuities Work
Speaker Name: Scott Stolz, CFP, RICP, Simon Markets
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

While annuities are most often thought of for the income stream, there are optional principal protection benefits, known as living benefits, that offer clients exposure to the market's upside while protecting their account values and future income streams against the effects of a market decline. 

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
52 Minutes

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

Paper
22 Slides