Upcoming Webinars

Want to be a healthier you? Nutrition isn’t just about macros, percentages, or grams — it’s about the real food we put on our plates, in our bowls, and in our glasses. In this refreshing, highly practical webinar, nationally respected dietitian Leslie Bonci will shift the focus from the calculator to the kitchen, helping you understand how to build meals that are satisfying, flavorful, and nourishing without unnecessary complexity.Join Leslie as she breaks down how to read food labels with confidence, become portion-aware without feeling restricted, and assemble meals that combine taste, texture, and nutrient density. You’ll learn simple, doable strategies for prepping and pairing foods that amplify nutrition while keeping mealtime enjoyable.Whether you’re looking to improve your own eating habits or guide others more effectively, this session offers real-world tools you can start using immediately — no math degree required.

Cost segregation isn’t just a niche tax strategy — it’s a wealth-building tool most clients have never heard of. While many assume depreciation simply spreads out over decades, cost segregation accelerates deductions by reclassifying portions of a building into shorter-lived assets. That means items like flooring, lighting, landscaping, and even certain plumbing or electrical systems may be depreciated in 5, 7, or 15 years instead of 27.5 or 39 years.Here’s what most advisors don’t realize: a cost segregation study can be performed on properties placed in service years ago — and when combined with catch-up depreciation, the retroactive deductions can be massive. With the 100% bonus depreciation provisions of the Big Beautiful Bill, these benefits are even more urgent, as many components can be written off immediately. The result? Clients unlock hidden cash flow, reduce taxable income today, and create resources to reinvest in qualified retirement plans, business expansion, or advanced strategies like funding permanent life insurance.Join expert Bill Harbeson to learn how to bring cost segregation into your client conversations, position it as part of holistic tax planning, and use it to differentiate yourself as a forward-thinking advisor.Learning Objectives: By the end of this session, participants will be able to:Explain the fundamentals of cost segregation and how it accelerates depreciation by reclassifying building components into shorter recovery periods.Identify opportunities to leverage cost segregation in light of OBBBA’s 100% bonus depreciation, including retroactive studies that generate immediate tax savings and cash flow.Incorporate cost segregation into client planning strategies — such as funding qualified plans, reinvesting in business growth, or supporting estate planning through life insurance solutions.*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

Most clients make borrowing and cash flow decisions in isolation—outside their financial plan. This session with leading consumer debt expert John Thompson reveals the Top 10 Questions consumers ask every day about mortgages, cash flow, and saving, and shows how each can be modeled with simple calculators that quantify tradeoffs, create clarity, and spark powerful planning conversations.Learning Objectives:Identify the 10 most common financial questions clients ask about borrowing and cash flow.Learn how to use calculators to model liquidity, risk, and return tradeoffs.Understand how liability management complements investment and retirement planning.Recognize when to initiate a liability review during onboarding, reviews, or major life events.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, EA and RICP. 
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Permanent life insurance remains one of the most misunderstood tools in financial planning. Join life insurance expert and CFP, Barry Flagg, to gain a clear, unbiased understanding of the key types of permanent life insurance—Whole Life, Universal Life, Indexed Universal Life, and Variable Life—and how each functions in protection, accumulation, and legacy planning. Attendees will also learn how to evaluate cost, performance, and risk, and how to explain these differences objectively to clients in a fiduciary framework.Learning ObjectivesDifferentiate between Whole Life, Universal Life, Indexed UL, and Variable Life, focusing on structure, flexibility, and sustainability.Evaluate how crediting rates, interest assumptions, and investment subaccounts influence long-term performance.Identify client situations best suited for each product type, including protection, estate, and wealth-transfer goals.Understand fiduciary and regulatory considerations for recommending or reviewing permanent policies.Develop a framework for comparing policy illustrations and communicating them clearly to clients.*CE/CPE Eligible: 1.5 CE credit(s) is(are) available to FEN Members with these designations: CFP,  CLU, ChFC and RICP. 
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
 

In 2026 your clients with income from $100,000 to $500,000 have the ability to implement dozens of strategies that can make an important difference in their financial lives. Join highly respected Bob Keebler, CPA to learn the most important and time-appropriate planning techniques that you should be discussing with your clients.Here's a list of what Bob will cover:OBBBA Core ReviewOpportunity Zone opportunities & challengesTax Incentives for Equity Investments in Small Business CorporationsReporting Income from an Installment SaleUnderstanding Itemized Deduction StrategiesImplementing 529 College Plans for children and grandchildrenUnderstanding tactical Roth conversions vs. strategic Roth conversionsRefresher on the Wash Sale RulesGain harvesting strategies and the time value of moneyCritical concepts of fiduciary income taxationProactive planning, and relief for missed, portability elections*CE/CPE Eligible: 1.5 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For clients living in coastal areas, hurricanes and rising tides aren't rare events — they’re part of life. Yet too many financial plans fail to account for the real and growing cost of storm risk. In this timely and practical webinar, South Carolina-based planner Christopher Jackson, CFP® shares how he helps clients along the coast prepare for the next big storm — financially and emotionally. Drawing on firsthand experience and client case studies, Christopher will walk you through a planning process that builds resilience into retirement by budgeting for flood risk, insurance tradeoffs, and repair reserves.You’ll learn how to:Stress-test a plan for multiple uninsured storm eventsModel the impact of major storm losses on retirement cash flowTalk through FEMA flood maps, elevation zones, and “Risk Rating 2.0”Help clients balance coverage costs with liquidity and risk toleranceBuild trust by modeling what you practice in your own financial lifeWhether your clients live on the coast or own vacation homes in hurricane-prone areas, this session will help you lead more proactive conversations — and keep retirement plans on track when the forecast turns.

Affluent clients live in a world of elevated visibility, complex assets, and expanded obligations—factors that can dramatically increase their exposure to personal liability. Yet many remain underinsured, unaware, or unprepared for the financial and emotional toll a serious claim can create.In this timely and insight-packed webinar, Aryn Johnson, a nationally respected expert in personal risk management, will demystify the unique liability challenges facing high-net-worth individuals and families. Drawing on real case studies, industry data, and decades of experience, Aryn will show advisors how to identify the often-overlooked risks embedded in affluent lifestyles and how to help clients build a stronger, more resilient protection framework.What You’ll LearnWhy Affluent Clients Face Heightened Liability Exposure: Explore the lifestyle factors that increase legal vulnerability—including teenage drivers, domestic employees, nonprofit board participation, social media use, home entertaining, dog ownership, hobby farms, and swimming pools.The Expanding Landscape of Social Inflation: Understand how broader definitions of liability, rising jury awards, and increasingly plaintiff-friendly legal environments are driving up both the frequency and the severity of claims.The Critical Role of Personal Liability Insurance: Gain clarity on primary, excess, and umbrella liability protection—and why affluent families need to think far beyond standard homeowner and auto policies.Real Liability Claims Every Advisor Should Know: Learn from true examples involving high-profile lifestyles—from a hobby farm accident, to negligence in a home swimming pool resulting in a $100 million verdict, to employment-related liability within the household.Risk Mitigation Strategies for High-Net-Worth Families: Discover actionable strategies—from Employment Practices Liability Insurance and D&O coverage to social media risk controls and safe-driving protocols for young operators.How to Determine the Right Level of Liability Protection: Walk through a practical framework using net worth, portfolios, risk factors, and lifestyle exposures to help advisors assess optimal coverage levels.
 *CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. 
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Most retirement plans rely on generic life expectancy assumptions—yet no two clients live the same life. This webinar reveals groundbreaking new research showing the measurable value of using personalized lifespan projections to optimize retirement income strategies, improve client outcomes, and strengthen advisor-client trust. In this session, K. Jeremy Ko, PhD will teach you how demographic and health-based longevity modeling dramatically improves Social Security claiming decisions. The featured study, using respondents from the University of Michigan Health and Retirement Study, found that personalized longevity projections increased average lifetime Social Security benefits by $9,000 for women and $12,000 for men compared to traditional planning methods.You’ll discover how individualized lifespan assessments:Reduce the risk of clients outliving their moneyEnhance precision in withdrawal rate planningImprove Social Security claiming ages—outperforming both standard actuarial tables and commonly recommended agesBoost overall retirement income securityBuild deeper alignment between advisors and clients through data-driven, personal insightsThe program also includes demonstrations of online tools that generate personalized lifespan estimates and instantly integrate them into optimized Social Security claiming strategies. If you're advising clients on retirement income, Social Security timing, or longevity risk, this is a must-attend session. You’ll walk away with practical, advisor-ready techniques you can deploy immediately. *CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. 
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Every year, over 2.5 million seniors walk away from life insurance policies they’ve paid into for decades—leaving behind more than $100 billion in untapped benefits. Why? Because they don’t know there’s another option.In this dynamic and eye-opening webinar, Life Settlements expert Lisa Rehburg pulls back the curtain on Life Settlements—a powerful but often-overlooked strategy that can turn an unwanted policy into a valuable asset. Through compelling case studies, market data, and real-life success stories, you’ll discover:Who qualifies for a life settlement and who stands to benefitWhat the process entails and how policies are evaluatedWhere the life settlement market operates—and where the pitfalls areWhen to consider this strategy as part of a client’s financial or estate planWhy clients (and their advisors) often miss this lucrative opportunityHow financial advisors can ethically and effectively integrate life settlements into their practiceWhether you’re advising seniors evaluating their insurance needs or looking to add more tools to your planning arsenal, this session will equip you with actionable insights to better serve your clients—and uncover hidden value where others see none.*CE/CPE Eligible: x.x CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.  

Join Tom Duffy, CFP® for an interactive ethics program built around real-life client scenarios that show how CFP Board’s ethical standards apply in practice—not just in theory.This CFP Board-approved course covers the Code of Ethics and Standards of Conduct, with a focus on fiduciary duty and the obligation to act in clients’ best interests. The session fulfills the 2-hour CFP® Ethics CE requirement and is also approved for CLU®, ChFC®, RICP®, and IAR CE credit.Designed for CFP® professionals who want more than a compliance-driven ethics course, this session helps you better understand your responsibilities while strengthening your ethical decision-making in day-to-day client work.

Looking for a reliable way to help clients preserve purchasing power in retirement? Learn how to construct and implement a Treasury Inflation-Protected Securities (TIPS) ladder with confidence.In this hands-on session, financial planner Jay Abolofia, PhD, CFP®, will walk you through the essentials of building a TIPS ladder—from strategy to execution—so you can align client portfolios with inflation-adjusted income needs.You’ll learn:When and why to consider a TIPS ladder vs. other income strategiesHow to source and select TIPS based on maturity, yield, and inflation coverageStep-by-step ladder construction using real tools and platformsCommon pitfalls and how to avoid themHow to integrate a TIPS ladder into broader financial plansWhether you're serving retirees, near-retirees, or just want to sharpen your fixed income toolkit, this session will leave you with practical, repeatable strategies to use right away.*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

The tax landscape continues to evolve—and many of the most talked-about proposals could materially reshape how advisors plan for income, deductions, and long-term wealth strategies.In Beyond OBBBA, Part 2, nationally recognized CPA Larry Pon goes beyond headlines to analyze a new set of proposed tax changes often referred to as “Trump Accounts” and related initiatives. More importantly, he translates these ideas into practical financial planning considerations advisors need to understand now.This session will cover:🔹 Trump Accounts: What these accounts are intended to accomplish, how they differ from existing retirement and savings vehicles, and where they may fit (or conflict) with current planning strategies.🔹 New Deductions: Larry will explore several high-profile proposals and their real-world implications, including:No Tax on Tips – Who truly benefits and what this means for income planning.No Tax on Overtime – Planning opportunities and unintended consequences.No Tax on Car Loan Interest – How this could influence consumer behavior and debt strategies.Enhanced Senior Deduction – Planning opportunities for retirees and near-retirees.🔹 Opportunity Zones: A deeper look at Opportunity Zones in the current environment—what’s changed, what still works, and how advisors should evaluate these strategies within broader tax and investment plans.Throughout the webinar, Larry will connect each topic to actionable financial planning insights, helping advisors:Identify which clients may benefit most (and least)Anticipate planning pitfalls and compliance issuesAdjust tax-aware strategies amid political and legislative uncertainty*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

Rental income properties are often misunderstood or neglected in client conversations. This program, led by real estate planning specialist Rich Arzaga, CFP®, CCIM, is designed to increase your knowledge of rental properties so you can more confidently engage clients in planning that properly includes these asset types.Rich will challenge the long-held belief that location is paramount to evaluating rental properties by introducing a practical, comprehensive framework for helping clients analyze existing and potential properties. Rich will use case studies, complete with financial models, to show you how you can answer client question such as "How is the property performing? or "Should I keep the property?".*CE/CPE Eligible: 1.5 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

As aging-care challenges rise, financial advisors are increasingly the first call when families face cognitive decline, senior-living decisions, home-safety concerns, or end-of-life planning. These moments can be emotionally complex and require clear, compassionate guidance. In this session, bQuest CEO & Co-Founder Lauren Clough will show advisors how to help clients navigate life’s hardest transitions with confidence, clarity, and meaningful support.You’ll learn how firms are using bQuest’s Care Intelligence Platform to:Support aging clients and their families with clarity and confidenceStrengthen relationships with clients and their householdsProvide high-touch aging-care support without adding advisor workloadLive Demo: AI Care Agent + AI MatchmakingLauren will also demo bQuest’s newest AI capabilities—including the AI Care Agent and AI-powered Matchmaking Engine—that surface curated recommendations from our vetted national provider network and help families navigate aging and end-of-life needs with personalized, explainable guidance. These tools are designed to integrate seamlessly into advisor workflows and expand their ability to support families during critical care transitions.What Advisors Will Take AwayA clear framework for helping families through aging-care and end-of-life challengesReal advisor use cases showing how to guide clients through complex life eventsAn understanding of how AI-powered care support enhances client servicePractical tools to support clients—and their adult children—during care transitionsIf you work with aging clients or families navigating care, this session will equip you with the insights and technology to be a steady, trusted resource when it matters most.

Charitable Giving with Purpose: Mastering QCDs and the IRA-to-CGA RolloverFor many retirees, Required Minimum Distributions (RMDs) create unintended tax burdens — especially for clients who no longer itemize deductions or don’t need the income from their IRAs.  Join CPA Larry Pon to enhance your knowledge of one the most powerful charitable planning tools available to these clients: the Qualified Charitable Distribution (QCD).Attendees will gain a deep understanding of how QCDs allow individuals age 70½ and older to direct up to $105,000 annually (2025 limit) from their IRAs directly to qualified charities — satisfying RMD requirements without increasing taxable income. We’ll compare the tax efficiency of QCDs versus traditional cash donations and highlight key compliance rules that ensure contributions qualify under IRS standards.The session will also cover an exciting, lesser-known opportunity: the once-in-a-lifetime IRA rollover to fund a Charitable Gift Annuity (CGA). This provision allows eligible taxpayers to transfer up to $53,000 (indexed for 2025) from an IRA to create a lifetime income stream for themselves or a spouse — while making a meaningful charitable impact. Advisors will learn how to evaluate when this strategy is most beneficial, how it fits into overall retirement income planning, and what pitfalls to avoid in execution.

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on December 20, 2019. Now that we have version 2.0 of the SECURE Act, it is important to know how the original version, plus this change, affect charitable giving opportunities. We will review what you should know about required minimum distributions (RMDs) and qualified charitable distributions (QCDs); how 2.0 differs from the original version; one-time $50,000 QCD transfers to CRUTs, CRATs, and CGAs with accompanying sample illustrations; and, finally, illustrations showing how QCDs can help offset RMD woes. Join philanthropy consultant Rick Peck to learn the following: How the SECURE 2.0 Act differs from the originalIdentify how the original SECURE Act, as well as the 2.0 version, affect charitable giving opportunitiesOutline how QCDs can help offset RMD woes*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Health Savings Accounts (HSAs) have quietly become one of the most powerful—and most misunderstood—planning tools available to financial advisors. Between ongoing regulatory adjustments, annual limit changes, and evolving client use cases, many advisors are relying on outdated assumptions about how HSAs work and when they deliver the greatest value.In this timely webinar, Roy Ramthun will provide a clear, advisor-focused refresher on HSAs, while highlighting the latest changes every financial planner needs to understand. Whether you view HSAs primarily as a healthcare funding vehicle or as a long-term tax-advantaged planning strategy, this session will help you recalibrate how HSAs fit into modern financial plans.What you’ll learn:The current rules governing HSAs, including eligibility, contribution limits, and catch-up strategiesRecent updates and regulatory changes impacting how HSAs can be used and fundedHow HSAs deliver a unique triple tax advantage—and when that advantage is most meaningfulCommon advisor and client mistakes that undermine HSA valueHow to position HSAs for different client profiles, from working families to pre-retirees and retireesPractical planning strategies that integrate HSAs with retirement income, Medicare planning, and tax-efficient wealth management

The exclusion from capital gains for the sale of principal residence has not changed since 1997 so more of our clients are paying capital gains tax upon the sale of their homes. What can be done to alleviate this tax bill? What counts as basis for computing the capital gain? How to document improvements made to the home? Can a home be used in a 1031 exchange to defer the capital gain into a new residence? What about incorporating charitable planning? Join CPA Larry Pon to learn answers to these questions. *CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.