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.
10/04/2022 Key IRA Changes Made by the SECURE Act – Denise Appleby – Register here – Rebroadcast
October 4 @ 3:00 PM - 4:00 PM EDT
The Setting Every Community Up for Retirement Enhancement (SECURE) Act has given us new rules relating to IRA distributions and contributions. Practitioners must understand how these changes affect their clients, so that they can help them plan accordingly. Some of these plans will necessitate revisiting and changing beneficiary planning strategies that were implemented for IRAs.
This course is brought to you from a recent live webinar and will be REBROADCAST on Tuesday, October 4, 2022 @ 3:00 PM – 4:00 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 50+ live, rebroadcast, and on-demand courses – 90 Days for $99 or 365 Days for $199. Become a Subscriber and save on CE.