What Clients Need to Know when Changing their Residency (IAR CE Eligible)
Presented by Joseph Endres, Esq., Hodgson Russ
Monday, July 29, 2024 at 11:00 AM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
How to Avoid The Top 10 Costly IRA Mistakes (IAR CE Eligible)
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA,
Monday, July 29, 2024 at 1:30 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Things Clients should KNOW before Buying in an HOA or Condo Community
Presented by Tom Dickson, Financial Experts Network
Tuesday, July 30, 2024 at 12:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register
Unique Medicare Planning Software
Presented by Melinda Caughill, i65 Incorporated
Wednesday, July 31, 2024 at 1:00 PM ET
No
Register
What Clients Need to Know when Changing their Residency (IAR CE Eligible)
Presented by Joseph Endres, Esq., Hodgson Russ
Monday, August 5, 2024 at 11:00 AM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Understanding the Final IRS Regulations on RMDs
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Retirement Consulting
Monday, August 5, 2024 at 12:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register
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
Monday, August 5, 2024 at 4:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Ethics CE for CFPs
Presented by Tom Duffy, CFP®, Jersey Shore Advisors, LLC
Tuesday, August 6, 2024 at 12:00 PM ET
Yes
CFP, CLU, ChFC, RICP, IAR
Register
Estate Planning with Alan Gassman: Session 5 - Getting Ready for 2026
Presented by Alan Gassman, J.D., LL.M., Gassman Law
Wednesday, August 7, 2024 at 1:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register
What Clients Need to Know when Changing their Residency (IAR CE Eligible)
Presented by Joseph Endres, Esq., Hodgson Russ
Monday, August 12, 2024 at 11:00 AM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
How to Avoid The Top 10 Costly IRA Mistakes (IAR CE Credits)
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA,
Monday, August 12, 2024 at 1:30 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Tax-Efficiency for Retirement Planning (IAR CE-eligible)
Presented by Wade Pfau, PhD, CFA, RICP®, RISA Profile
Wednesday, August 14, 2024 at 1:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Funding the Funeral: Understanding Insurance Products Designed for End-of-Life Expenses
Presented by Damon Wenig, MBA, CFSP, The Krause Agency
Thursday, August 15, 2024 at 1:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register
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
Monday, August 19, 2024 at 4:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Navigating Retirement Plan Division in Divorce: A Comprehensive Guide for Financial Advisors
Presented by Diane Pappas, CDFA®, CQS™, Solutions For Divorce LLC
Tuesday, August 20, 2024 at 1:00 PM ET
Yes
CLU, ChFC, CPA, RICP
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Tax Strategies for Clients Selling a Business
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates
Thursday, August 22, 2024 at 1:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register
Elder Fraud Prevention and Cybersecurity in the Digital Age
Presented by Liz Loewy, Esq., EverSafe
Tuesday, August 27, 2024 at 1:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register
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
Wednesday, August 28, 2024 at 1:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register
What Clients Need to Know when Changing their Residency
Presented by Joseph Endres, Esq., Hodgson Russ
Monday, September 2, 2024 at 11:00 AM ET
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,
Monday, September 2, 2024 at 1:30 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register