What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 09.02.2024
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Monday, September 2, 2024 at 4:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Empowering Financial Advisors to Support Giving Circles
Presented by Emily Rasmussen and Michael Goldman, M.A., CFP®
Wednesday, September 4, 2024 at 12:00 PM ET
No
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Creating Opportunities for Independence in Special Needs Financial Planning
Presented by Kristin Carelton,
Thursday, September 5, 2024 at 12:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
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What Clients Need to Know when Changing their Residency - Simulated Live
Presented by Joseph Endres, Esq., Hodgson Russ
Monday, September 9, 2024 at 11:00 AM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Everything you wanted to know about Financial Therapy
Presented by Elana Feinsmith, CFP®, CRPS®, CFT-I®, Oak Financial Coaching
Tuesday, September 10, 2024 at 12:00 PM ET
Yes
CFP, CLU, ChFC, RICP
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Navigating Estate Planning for Clients with Diminished Capacity
Presented by Harry S. Margolis, Esq., Margolis Bloom & D’Agostino
Thursday, September 12, 2024 at 12:00 PM ET
No
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What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 09.16.2024
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Monday, September 16, 2024 at 4:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Unlocking the Power of Goals-Based Financial Planning
Presented by Ryan O. Murphy, Ph.D. and Samantha Lamas
Tuesday, September 17, 2024 at 12:00 PM ET
Yes
CFP, CLU, ChFC, RICP
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Physician’s Mortgage 101: A Comprehensive Guide for Financial Advisors
Presented by Jim Kernan, FNB
Wednesday, September 18, 2024 at 12:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
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Insurance for Cyber Attacks
Presented by Aryn Johnson, Marsh McLennan Agency
Thursday, September 19, 2024 at 1:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
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How to Avoid The Top 10 Costly IRA Mistakes
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA,
Monday, September 23, 2024 at 1:30 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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5 Star Presentation on Retirement Planning
Presented by Alexandra Nobile, J.P. Morgan Asset Management
Wednesday, September 25, 2024 at 1:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
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The Fiduciary Era for Life Insurance
Presented by Steven Zeiger, KB Financial
Thursday, October 3, 2024 at 12:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
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Redemption Agreements for Closely Held Businesses: Lessons from Connelly vs. US
Presented by Larry Pon, CPA,
Thursday, October 31, 2024 at 1:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
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The Optimized Investor
Presented by Dr. Amos Nadler, PhD. (Behavioral Finance and Neuroeconomics), Prof of Wall Street
Thursday, November 7, 2024 at 1:00 PM ET
No
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Estate Planning with Alan Gassman: Session 3 - CLATs, CRTs, QPRTs, and QCDs
Presented by Alan Gassman, J.D., LL.M., Gassman Law
Thursday, November 21, 2024 at 1:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register