All courses are approved for CFP® certification continuing education, which means courses are accepted by most other retirement-related designations.

Individual recorded 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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Events for January 2022

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Calendar of Events

Calendar of Events
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12/28/2021 Social Security WEP: FOMO, IDK or LOL?? – Michael Wilson – Register here – Rebroadcast

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01/05/2022 A Holy Grail of Retirement: How to increase income and growth while improving liquidity – Curtis Cloke – Register here – Rebroadcast

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01/10/2022 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – Register here – Rebroadcast

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01/20/2022 5 Critical Social Security Concepts You Need to Know to Elevate Your Credibility – Heather Schreiber – Register here – Live Webinar

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01/25/2022 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Register here – Rebroadcast

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02/02/2022 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Register here – Rebroadcast

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