All courses meet Certifed Retirement Counselor (CRC®), American College designations and RICP, College for Financial Planning CRPC, Investments and Wealth Institute RMA, ASPPA, and CFP® continuing education requirements, which means courses are also accepted by most other retirement-related designations.
Bi-monthly live CFP ethics CE webinars can be purchased separately. CFP CE webinars and rebroadcasts can be purchased to view on-demand, or save on CE by purchasing a 90-day or annual subscription.
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09/12/2019 The Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke – Register here – Rebroadcast
September 12, 2019 @ 1:00 PM - 2:00 PM EDT
It is important to build portfolios that create a base of income they cannot destroy, one they cannot outlive, and when done correctly, protect principal that cannot be lost if dying to soon. Investing solutions should focus on income flow, discretionary liquidity, growth opportunities and legacy goals.
This course is brought to you from a recent live webinar and will be REBROADCAST on Monday, September 9, 2019, 1:00 PM –2:00 PM EDT – no need to take the online quiz to receive CE when you attend the webinar! Or you may take this on-demand recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
The course is $29 for non-subscribers or free for subscribers. Subscription includes this no-quiz rebroadcast webinar, and 60+ live, rebroadcast, and on-demand courses – 90 Days for $99 or 365 Days for $199. Become a Subscriber and save on CE.