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Webinar TitleDate & TimeCE Eligible
What Clients Should Consider when Buying OR Renewing a Medicare Plan
Presented by Melinda Caughill,
Tuesday, April 27, 2021 at 4:00 PM EDTYesRegister
Planning for Special Needs Clients with ABLE Accounts
Presented by Mary Morris, Rachel Ramos, and Jeff Brooks
Thursday, April 29, 2021 at 4:00 PM EDTYesRegister
Tax-Efficient Special Needs Planning
Presented by Steve Dale, Esq., LL.M, The Dale Law Firm, PC
Tuesday, May 4, 2021 at 12:00 PM EDTYesRegister
Beyond Cash: Planning Strategies for Complex Charitable Contributions
Presented by Arthur Maginas and Jim Carpenter
Tuesday, May 11, 2021 at 4:00 PM EDTYesRegister
The Art of Settlement Planning
Presented by Joseph Di Gangi, CFP,
Thursday, May 27, 2021 at 11:00 AM EDTYesRegister
CFP® Board Code of Ethics CE Program (2 hours)
Presented by Jeff Rattiner, Rattiner Financial
Tuesday, June 8, 2021 at 12:00 PM EDTYesRegister