REGISTER Credit hours: 1 | See registration page for state approvals Intended for CFP, CPE, CLU/ChFC & CIMA The course discusses the shortfalls of common approaches to retirement income planning (such as the 4% Rule) in that some strategies lack the level of...
REGISTER Credit hours: 1 | Not approved in: OK Intended for ASPPA, CFP, CIMA, CLU/ChFC, CRPC, CRPS & CPE This course will provide the student with a description of the issues surrounding long-term care and specifically issues women are likely to face. The program...
REGISTER Credit hours: 1 | Not approved in: ME, OK, DC, KY Intended for CFP, CIMA, CLU/CHFC, CRPC, CRPS CPE, HIRS/SHRM Don’t risk losing a client due to lack of Social Security knowledge. In this CE presentation, we’ll focus on the Social Security rules...
REGISTER Credit hours: 1 | Not approved in: ME, MO and VA Intended for CFP, CPE, CLU/ChFC & CIMA This course will help financial advisors and CPAs work with business owner clients on succession planning for their business. Owners often struggle with the emotional...
REGISTER Credit hours: 1 | Not approved in: CA, MO, NV, NJ, TX, VA and WA Intended for CFP, CIMA, CLU/ChFC, CRPC, CRPS CPE Helping clients realize their wealth transfer goals with wealth management & planning for retirement. Understanding the importance role...
