Courses containing Continuing Education (CE) credit
Making Your Planning Analysis More Applicable to Your ClientsProduct not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 11/03/2021 at 12:00 PM (MDT)
As tools and measurements for building a financial plan keep evolving, there’s an opportunity to better understand how they can be utilized for the benefit of your clients and their plans.
Avoid the Dire, Plan Prior, Before the Exemption Is Set to ExpireProduct not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 10/20/2021 at 12:00 PM (MDT)
Help your clients understand how to incorporate charitable giving, tax planning and legacy planning all at once.
PridePlanners Knowledge Circle: The Warning Signs of Cognitive Impairment and The Impact to Financial PlannersProduct not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 10/12/2021 at 10:00 AM (MDT)
Join us for a discussion on why financial planners, especially those who work with LGBTQ+ clients, should be concerned with the growth in Alzheimer's and cognitive decline, and learn how to recognize the warning signs.
Home Equity U - 3 Day Intensive on Using Reverse Mortgages in a Retirement PlanProduct not yet rated Contains 3 Product(s)
This course is designed to help financial advisors understand how a reverse mortgage works, who could benefit from one, and how to incorporate reverse mortgage strategy into their planning practice as a tool to both enhance and safeguard their client’s retirement.
The New Client Conversation: Financial Security and the Keys to Effective Decision-MakingProduct not yet rated Contains 4 Component(s), Includes Credits
Conversations about retirement can be harder than we'd like because a combination of unspoken client emotions and values, unique personalities, and industry jargon often interfere with good communication and decision making.
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