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What Clients Need to Know when Changing their Residency (IAR CE Eligible)
Presented by: Joseph Endres, Esq., Hodgson Russ
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11:00 AM
Jul 29 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP, IAR |
Register |
|
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How to Avoid The Top 10 Costly IRA Mistakes (IAR CE Eligible)
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA,
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01:30 PM
Jul 29 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP, IAR |
Register |
|
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Things Clients should KNOW before Buying in an HOA or Condo Community
Presented by: Tom Dickson, Financial Experts Network
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12:00 PM
Jul 30 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP |
Register |
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Unique Medicare Planning Software
Presented by: Melinda Caughill, i65 Incorporated
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01:00 PM
Jul 31 2024 |
No
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Register |
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What Clients Need to Know when Changing their Residency (IAR CE Eligible)
Presented by: Joseph Endres, Esq., Hodgson Russ
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11:00 AM
Aug 05 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP, IAR |
Register |
|
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Understanding the Final IRS Regulations on RMDs
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Retirement Consulting
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12:00 PM
Aug 05 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP |
Register |
|
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What Financial Planners and CPAs should know about Trusts and Estates (IAR CE Eligible) - 08.05.2024
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
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04:00 PM
Aug 05 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP, IAR |
Register |
|
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Ethics CE for CFPs
Presented by: Tom Duffy, CFP®, Jersey Shore Advisors, LLC
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12:00 PM
Aug 06 2024 |
Yes
CFP, CLU, ChFC, RICP, IAR |
Register |
|
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Estate Planning with Alan Gassman: Session 5 - Getting Ready for 2026
Presented by: Alan Gassman, J.D., LL.M., Gassman Law
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01:00 PM
Aug 07 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP |
Register |
|
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What Clients Need to Know when Changing their Residency (IAR CE Eligible)
Presented by: Joseph Endres, Esq., Hodgson Russ
|
11:00 AM
Aug 12 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP, IAR |
Register |
|
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How to Avoid The Top 10 Costly IRA Mistakes (IAR CE Credits)
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA,
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01:30 PM
Aug 12 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP, IAR |
Register |
|
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Tax-Efficiency for Retirement Planning (IAR CE-eligible)
Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile
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01:00 PM
Aug 14 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP, IAR |
Register |
|
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Funding the Funeral: Understanding Insurance Products Designed for End-of-Life Expenses
Presented by: Damon Wenig, MBA, CFSP, The Krause Agency
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01:00 PM
Aug 15 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP |
Register |
|
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What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 08.19.2024
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
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04:00 PM
Aug 19 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP, IAR |
Register |
|
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Navigating Retirement Plan Division in Divorce: A Comprehensive Guide for Financial Advisors
Presented by: Diane Pappas, CDFA®, CQS™, Solutions For Divorce LLC
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01:00 PM
Aug 20 2024 |
Yes
CLU, ChFC, CPA, RICP |
Register |
|
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Tax Strategies for Clients Selling a Business
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates
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01:00 PM
Aug 22 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP |
Register |
|
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Elder Fraud Prevention and Cybersecurity in the Digital Age
Presented by: Liz Loewy, Esq., EverSafe
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01:00 PM
Aug 27 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP |
Register |
|
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Estate Planning with Alan Gassman: Session 4 - A Deeper Dive Into the Installment Sale Into the Grantor Trust
Presented by: Alan Gassman, J.D., LL.M., Gassman Law
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01:00 PM
Aug 28 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP |
Register |
|
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What Clients Need to Know when Changing their Residency
Presented by: Joseph Endres, Esq., Hodgson Russ
|
11:00 AM
Sep 02 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP, IAR |
Register |
|
|
How to Avoid The Top 10 Costly IRA Mistakes
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA,
|
01:30 PM
Sep 02 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP, IAR |
Register |
|
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What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 09.02.2024
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
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04:00 PM
Sep 02 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP, IAR |
Register |
|
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Empowering Financial Advisors to Support Giving Circles
Presented by: Emily Rasmussen and Michael Goldman, M.A., CFP®
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12:00 PM
Sep 04 2024 |
No
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Register |
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Creating Opportunities for Independence in Special Needs Financial Planning
Presented by: Kristin Carelton,
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12:00 PM
Sep 05 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP |
Register |
|
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What Clients Need to Know when Changing their Residency - Simulated Live
Presented by: Joseph Endres, Esq., Hodgson Russ
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11:00 AM
Sep 09 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP, IAR |
Register |
|
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Everything you wanted to know about Financial Therapy
Presented by: Elana Feinsmith, CFP®, CRPS®, CFT-I®, Oak Financial Coaching
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12:00 PM
Sep 10 2024 |
Yes
CFP, CLU, ChFC, RICP |
Register |
|
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Navigating Estate Planning for Clients with Diminished Capacity
Presented by: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino
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12:00 PM
Sep 12 2024 |
No
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Register |
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What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 09.16.2024
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
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04:00 PM
Sep 16 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP, IAR |
Register |
|
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Unlocking the Power of Goals-Based Financial Planning
Presented by: Ryan O. Murphy, Ph.D. and Samantha Lamas
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12:00 PM
Sep 17 2024 |
Yes
CFP, CLU, ChFC, RICP |
Register |
|
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Physician’s Mortgage 101: A Comprehensive Guide for Financial Advisors
Presented by: Jim Kernan, FNB
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12:00 PM
Sep 18 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP |
Register |
|
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Insurance for Cyber Attacks
Presented by: Aryn Johnson, Marsh McLennan Agency
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01:00 PM
Sep 19 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP |
Register |
|
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How to Avoid The Top 10 Costly IRA Mistakes
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA,
|
01:30 PM
Sep 23 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP, IAR |
Register |
|
|
5 Star Presentation on Retirement Planning
Presented by: Alexandra Nobile, J.P. Morgan Asset Management
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01:00 PM
Sep 25 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP |
Register |
|
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The Fiduciary Era for Life Insurance
Presented by: Steven Zeiger, KB Financial
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12:00 PM
Oct 03 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP |
Register |
|
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Redemption Agreements for Closely Held Businesses: Lessons from Connelly vs. US
Presented by: Larry Pon, CPA,
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01:00 PM
Oct 31 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP |
Register |
|
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The Optimized Investor
Presented by: Dr. Amos Nadler, PhD. (Behavioral Finance and Neuroeconomics), Prof of Wall Street
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01:00 PM
Nov 07 2024 |
No
|
Register |
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Estate Planning with Alan Gassman: Session 3 - CLATs, CRTs, QPRTs, and QCDs
Presented by: Alan Gassman, J.D., LL.M., Gassman Law
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01:00 PM
Nov 21 2024 |
Yes
CFP, CLU, ChFC, CPA, RICP |
Register |
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