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Filter by CE: All . CFP® CE . IAR CE

Showing 21 - 24 of 24 Webinars
Webinar Details
Feb 2 Tue 12:00 PM
1 CE Credit
Erinn Andrews
Financial Planning in the Age of Donor-Advised Funds: Insights and Practical Strategies for Advisor
With Erinn Andrews and Danny Anderson
  • CFP
  • CLU
  • ChFC
  • CPA
  • RICP
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Mar 2 Tue 12:00 PM
1 CE Credit
David Bahnsen
Real Risks, Wrong Conclusions: Helping Clients Tell Economic Fear from Portfolio Action
With David Bahnsen, The Bahnsen Group
  • CFP
  • CLU
  • ChFC
  • RICP
  • CDFA
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Apr 27 Tue 12:00 PM
2 CE Credit
Ethics CE for CFPs
With Tom Duffy, CFP™, MBA, Jersey Shore Financial Advisors, LLC
  • CFP
  • CLU
  • ChFC
  • CPA
  • RICP
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May 12 Wed 12:00 PM
1 CE Credit
Russell James
Top 10 inheritance myths: What really happens to heirs, wealth, and giving in the “Great Wealth Transfer”
With Russell James, III, Ph.D., J.D., CFP®, Texas Tech University
  • CFP
  • CLU
  • ChFC
  • CPA
  • RICP
  • EA
  • CDFA
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