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
Premium Plus Content - $25 per credit for CFP Submittal and/or $25 per credit for IAR CE Submittal
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 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: 2
CE Credit Type
Premium Plus Content - $25 per credit for CFP Submittal and/or $25 per credit for IAR CE Submittal
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 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: 2
CE Credit Type
Premium Plus Content - $25 per credit for CFP Submittal and/or $25 per credit for IAR CE Submittal
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 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: 1
CE Credit Type
This webinar featured attorney Jeremy Curtis, JD, MS, CFP® of The Curtis Law Firm, PLLC (Houston, Texas), through a dynamic and visually engaging presentation covering essential estate planning topics: Estate Planning 101, Expanding Your Practice with Estate Planning, and Advanced Estate Planning Essentials.
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
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
Practice Management
CREDIT HOURS: 1
CE Credit Type
Elder fraud expert Liz Loewy from EverSafe led a webinar discussing the rise of scams targeting older adults, including romance scams, cryptocurrency fraud, and impersonation schemes. She outlined the most prevalent scams, shared preventive measures, and provided resources to help families, caregivers, and professionals protect themselves and their loved ones.
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, Small Business
CREDIT HOURS: 2
CE Credit Type
In this webinar, Paul Hamann, a leader in the field of compensation, reviews key court cases, IRS guidelines, preparer penalties, and some of the obscure weapons the IRS has put in place regarding reasonable compensation for S corps. Paul bunked common myths on how reasonable compensation should be calculated and replaced it with facts and methodologies that the IRS relies on.
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