What Clients Should Consider when Buying OR Renewing a Medicare Plan
Presented by Melinda Caughill, | Tuesday, April 27, 2021 at 4:00 PM EDT | Yes | Register | |
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 EDT | Yes | Register | |
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 EDT | Yes | Register | |
Beyond Cash: Planning Strategies for Complex Charitable Contributions
Presented by Arthur Maginas and Jim Carpenter | Tuesday, May 11, 2021 at 4:00 PM EDT | Yes | Register | |
The Art of Settlement Planning
Presented by Joseph Di Gangi, CFP, | Thursday, May 27, 2021 at 11:00 AM EDT | Yes | Register | |
CFP® Board Code of Ethics CE Program (2 hours)
Presented by Jeff Rattiner, Rattiner Financial | Tuesday, June 8, 2021 at 12:00 PM EDT | Yes | Register | |
