Courses containing Continuing Education (CE) credit
Charity Begins at Home: Family Philanthropic Conversations with ClientsProduct not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/11/2021 at 12:00 PM (MDT)
Join us on May 11th 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
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 ConnectionProduct not yet rated Contains 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.
You're a Financial Planner...Now What? Episode #244 Rational and Impactful GoalsProduct not yet rated Contains 2 Component(s), Includes Credits
Self-study exam based on Episode #244 of the podcast, "You're a Financial Planner...Now What?"
College Financial Aid - What You Don’t Know Could Be Hurting Your Client’s Financial FutureProduct not yet rated Contains 4 Component(s), Includes Credits
Participants will learn the scope of the student loan crisis and the impact it is having on younger Americans and the economy as a whole.
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