self study

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.

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.

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.

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.

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.

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.

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.

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.

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.