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Estate/Tax Planning with the Proposed Biden Plan
Presented by: Steve Mancini, Strazzeri Mancini, LLP
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Yes |
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Divorce Mortgage Planning and More Successful Divorces
Presented by: Jody Bruns, Certified Divorce Lending Professionals
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Yes |
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Leveraging a Virtual Paraplanner Within Your Firm
Presented by: Alex Hopkin and Jen Pritchard
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No |
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The Ultimate Buy and Hold Strategy with Paul Merriman
Presented by: Paul Merriman,
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Yes |
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The Art of Settlement Planning
Presented by: Joseph Di Gangi, CFP,
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Yes |
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Innovative Gifting Opportunities with New Technologies
Presented by: Emily Rasmussen, Grapevine
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Yes |
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Retirement Lessons from a Retiree!
Presented by: Fritz Gilbert, The Retirement Manifesto
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Yes |
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Beyond Cash: Planning Strategies for Complex Charitable Contributions
Presented by: Arthur Maginas and Jim Carpenter
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Yes |
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CFP® Board Code of Ethics CE Program (2 hours)
Presented by: Jeff Rattiner, Rattiner Financial
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Yes |
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