Date
Course Title
Credits
Fee
Retirement Planning
Educate yourself and your clients with these webinars for the latest updates, news tips, and tricks for planning a successful retirement.
Live CPE Webinars
November 20, 2024
2:00PM EST
2024-11-20T19:00:00Z
CASH BALANCE PLANS: A TAX & RETIREMENT STRATEGY FOR HIGH-INCOME OWNERS
Larry Blades (OAKWOOD SUMMIT)
Larry Blades (OAKWOOD SUMMIT)
1.0
FREE
November 20, 2024
4:00PM EST
2024-11-20T21:00:00Z
TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW
Dave Hall (RETIREMENT RISK ADVISORS)
Dave Hall (RETIREMENT RISK ADVISORS)
1.0
$30.00
December 2, 2024
4:30PM EST
2024-12-02T21:30:00Z
1.5
FREE
December 4, 2024
4:00PM EST
2024-12-04T21:00:00Z
2.0
FREE
December 5, 2024
4:00PM EST
2024-12-05T21:00:00Z
2.0
FREE
December 10, 2024
4:00PM EST
2024-12-10T21:00:00Z
1.0
FREE
December 14, 2024
11:00AM EST
2024-12-14T16:00:00Z
4.0
FREE
December 16, 2024
5:00PM EST
2024-12-16T22:00:00Z
TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW
Dave Hall (RETIREMENT RISK ADVISORS)
Dave Hall (RETIREMENT RISK ADVISORS)
1.0
FREE
December 19, 2024
11:00AM EST
2024-12-19T16:00:00Z
MATCH YOUR MONEY WITH YOUR PROFILE FOR OPTIMAL RETIREMENT SUCCESS
Dave Hall (RETIREMENT RISK ADVISORS)
Dave Hall (RETIREMENT RISK ADVISORS)
1.0
FREE
December 19, 2024
4:00PM EST
2024-12-19T21:00:00Z
RETIREMENT PLANNING STRATEGIES: ROTH CONVERSIONS, TAX MODEL IMPACT, AND MORE
Rizek Housari (DIVERGENT WEALTH)
Rizek Housari (DIVERGENT WEALTH)
1.5
FREE
December 23, 2024
4:00PM EST
2024-12-23T21:00:00Z
1.5
FREE
Self-Study CPE
Expiration Date
Course Title
Credits
Fee
September 11, 2025
1.0
$30.00
April 5, 2025
1.0
$30.00
April 4, 2025
1.0
$30.00
April 2, 2025
1.0
$30.00
April 1, 2025
1.0
$30.00
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
Date
Course Title
Hours
Fee
June 15, 2020
1.0
FREE
June 9, 2020
THE SECURE ACT: IRAs, ESTATE AND RETIREMENT PLANNING WITH THE NEW 10-YEAR RULE
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
1.0
$15.00
December 6, 2019
HOW TO RETIRE WITH MORE INCOME: "NO-HASSLE" ALTERNATIVE TO SELLING YOUR PRACTICE
William Hamilton (SMARTPATH)
William Hamilton (SMARTPATH)
1.5
FREE
September 25, 2019
PROTECT YOUR CLIENT'S 403(B)/401(K) PLAN FROM FIDUCIARY LITIGATION
Steve Abramson (APS PENSION AND FINANCIAL SERVICES)
Steve Abramson (APS PENSION AND FINANCIAL SERVICES)
1.0
FREE
June 24, 2019
SELF-DIRECTED IRAs: HOW TO USE RETIREMENT FUNDS TO INVEST IN ALTERNATIVE ASSETS
Scott Maurer (ADVANTA IRA)
Scott Maurer (ADVANTA IRA)
1.0
FREE
