Courses containing Continuing Education (CE) credit
Rebroadcast - CFP Board's Code of Ethics: Elevating the ProfessionProduct not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 06/30/2021 at 12:00 PM (MDT)
This live rebroadcast satisfies the CFP Board Ethics CE requirement.
Charity Begins at Home: Family Philanthropic Conversations with ClientsProduct not yet rated Contains 4 Component(s), Includes Credits
Join us on June 9th for a panel discussion on Family Philanthropy. American Heart Association’s panel of experts will discuss why advisors should introduce family philanthropy to their clients, explore the design and implementation of philanthropic solutions and charitable tools to accomplish this goal as well as dynamic multigenerational meetings and conversations
Women & Finance Knowledge Circle: Planning Considerations for Unmarried CouplesProduct not yet rated Contains 4 Component(s), Includes Credits
According to the US Census Bureau the number of unmarried partners living together in the US nearly tripled in two decades.
The Role for Dynamic Income Benefit(SM) in a Retirement Income PlanContains 4 Component(s), Includes Credits
Aging Americans are experiencing significant uncertainty as they approach or enter retirement. Today’s financial professionals face complicated challenges in best serving their clients.
Making the Jump: A Planner's Toolkit for Advising Clients on Self-EmploymentContains 4 Component(s), Includes Credits
Join us for this special chapter encore presentation brought to you by FPA of Central Ohio. In the midst of the pandemic, a shift to self-employment and side hustles is underway.
Medicare Basics and the Health/Wealth ConnectionContains 4 Component(s), Includes Credits
More than ever, today's Financial Advisors are getting Medicare questions. Baby Boomers are aging into the Medicare space at a record pace, and they are turning to Financial Advisors for guidance.
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