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.
Estate Planning
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
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
Medicare
CREDIT HOURS: 1
CE Credit Type
In this webinar, Medicare expert Melinda Caughill educated both financial advisors and their clients on the significant changes to Medicare taking effect in 2025, just in time for the Medicare Annual Enrollment Period. This session provided critical insights into how these changes will impact Medicare beneficiaries and the strategies you need to know to optimize your healthcare coverage.
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
CREDIT HOURS: 1
CE Credit Type
This in-depth webinar on the IRS's newly issued final regulations for Required Minimum Distributions (RMDs), integrates rules from both the Secure Act and Secure 2.0 Act. This webinar, led by Denise Appleby, a renowned expert in retirement planning, provided a comprehensive overview of the latest changes and their implications for retirement account holders and beneficiaries.
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
This self-study course is a Premium course. We covered distribution rules for account owners and beneficiaries and portability (rollover and transfer) rules for IRAs and employer plans, but there are other rules that are equally important.
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the videos in their entirety.
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the videos in their entirety.
Click link below to download power point presentation related to webinar.
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course. Beneficiaries must take required minimum distributions (RMD) from the IRAs and employer plana account they inherit. However, the options for distributions are determined by the class in which a beneficiary fall.
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the videos in their entirety.
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the videos in their entirety.
Click link below to download power point presentation related to webinar.
Divorce
CREDIT HOURS: 1
CE Credit Type
This webinar, led by Diane Pappas, CDFA and Certified QDRO Specialist™, explores critical pitfalls and strategies for dividing retirement assets during divorce settlements. Attendees will gain insights into handling qualified and nonqualified plans, addressing state pension complexities, and crafting effective language for accurate asset division.
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
Most people underestimate their health care needs in retirement, so developing a personalized savings strategy that includes health care needs is crucial for working Americans. A Health Savings Account is perfectly suited to fill in the gap because of its unparalleled tax savings.
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: 2
CE Credit Type
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.
Click link below to download a supplement related to webinar.