Upcoming Webinars
Self-Study CPE
AN ADVANCED LOOK INTO ANNUITIES IN 2025
AN ADVANCED LOOK INTO LONG-TERM CARE IN 2024
AN ADVANCED LOOK INTO LONG-TERM CARE IN 2025
ANNUITIES: MYTHS AND MISTAKES TO AVOID IN 2024
ANNUITIES: MYTHS AND MISTAKES TO AVOID IN 2025
AVOIDING THE 7 DIFFERENT RETIREMENT RISKS IN 2024
CDs VS. ANNUITIES: WHAT ARE THE DIFFERENCES IN 2024?
DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2024
FINANCIAL TOOLS TO FUND LONG-TERM CARE IN 2024
INTRODUCTION TO ANNUITIES IN 2025
INTRODUCTION TO LIFE INSURANCE IN 2025
INTRODUCTION TO LONG-TERM CARE IN 2025
INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2024
INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2025
RETIREMENT, CHALLENGES, AND OPPORTUNITIES UNDER THE BIDEN TAX PLAN IN 2024
THE DIFFERENCES BETWEEN LIFE INSURANCE & ANNUITIES IN 2024
THE DIFFERENCES BETWEEN LIFE INSURANCE & ANNUITIES IN 2025
THE SECURE ACTS: 2024 UPDATED CHANGES AND PLANNING STRATEGIES
Archived Webinars
AVOIDING THE 7 DIFFERENT RETIREMENT RISKS IN 2025
Recorded Date
March 6, 2025
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2025
Recorded Date
March 4, 2025
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm
THE SECURE ACTS: 2025 UPDATED CHANGES AND PLANNING STRATEGIES
Recorded Date
February 25, 2025
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Small Business Owner
FINANCIAL TOOLS TO FUND LONG-TERM CARE IN 2025
Recorded Date
February 13, 2025
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
CDs VS. ANNUITIES: WHAT ARE THE DIFFERENCES IN 2025?
Recorded Date
February 11, 2025
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
BECOMING TECH SAVVY: THE POWER OF TECHNOLOGY FOR WEALTH MANAGEMENT FIRMS
Recorded Date
January 28, 2025
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Management and Organization
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm
THE DIFFERENCES BETWEEN LIFE INSURANCE & ANNUITIES IN 2023
Recorded Date
December 21, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
INTRODUCTION TO LIFE INSURANCE IN 2023
Recorded Date
December 19, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Finance
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
AN ADVANCED LOOK INTO LONG-TERM CARE IN 2023
Recorded Date
December 13, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Intermediate
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
INTRODUCTION TO LONG-TERM CARE IN 2023
Recorded Date
December 7, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
FINANCIAL TOOLS TO FUND LONG-TERM CARE IN 2023
Recorded Date
December 5, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
ANNUITIES: MYTHS AND MISTAKES TO AVOID IN 2023
Recorded Date
November 29, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
AN ADVANCED LOOK INTO ANNUITIES IN 2023
Recorded Date
November 28, 2023
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm
INTRODUCTION TO ANNUITIES IN 2023
Recorded Date
November 22, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Finance
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2023
Recorded Date
November 21, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2023
Recorded Date
November 15, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm
AVOIDING THE 7 DIFFERENT RETIREMENT RISKS IN 2023
Recorded Date
September 5, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
THE SECURE ACT AND 2023 BUSINESS TAX DEDUCTIONS
Recorded Date
May 30, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - medium firm, CPA - large firm, Enrolled Agent
AN ADVANCED LOOK INTO ANNUITIES
Recorded Date
April 28, 2023
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm
AVOIDING THE 7 DIFFERENT RETIREMENT RISKS
Recorded Date
March 23, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
INTRODUCTION TO LIFE INSURANCE
Recorded Date
March 7, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Finance
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
THE BIDEN TAX PLAN: WHAT TO KNOW FOR 2023 AND BEYOND
Recorded Date
March 2, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
AN ADVANCED LOOK INTO LONG-TERM CARE
Recorded Date
February 23, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Intermediate
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
INTRODUCTION TO LONG-TERM CARE
Recorded Date
February 15, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
INTRODUCTION TO ANNUITIES
Recorded Date
February 14, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Finance
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm
DECIPHERING THE TYPES OF FINANCIAL ADVISORS
Recorded Date
February 7, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
THE SECURE ACT: UPDATED CHANGES AND PLANNING STRATEGIES
Recorded Date
December 22, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
RETIREMENT, TAXES, AND PLANNING UNDER THE BIDEN ADMINISTRATION
Recorded Date
September 19, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
THE 7 DIFFERENT RETIREMENT RISKS TO AVOID
Recorded Date
July 26, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
THE SECURE AND CARES ACTS: 2022 BUSINESS TAX DEDUCTIONS
Recorded Date
April 12, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - medium firm, CPA - large firm, Enrolled Agent, Other
THE SECURE & CARES ACTS: WHAT TO PLAN FOR AHEAD
Recorded Date
March 14, 2022
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
TAX SEASON GAME PLAN: RECENT UPDATES AND UPCOMING 2022 CHANGES
Recorded Date
December 21, 2021
Cost
$15.00
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Small Business Owner
