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
Social Security
CREDIT HOURS
IAR COURSE - Former Social Security director Kurt Czarnowski provided a refresher on how Social security benefits are calculated, how they may be taxed and how spousal benefits (non-working spouse, divorce, survivor) work.
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 links below to download power point presentation related to webinar and our Social Security Guide. You will be required to attest that you have read these items and these documents will be included on the quiz.
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.
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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.
College Financial Aid
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.
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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.
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CREDIT HOURS
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).
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Click link below to download power point presentation related to webinar.
Reverse Mortgages
CREDIT HOURS
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.
Click link below to download power point presentation related to webinar.
Annuities
CREDIT HOURS
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.
Click link below to download power point presentation related to webinar.