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 June 2021

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Calendar of Events

Calendar of Events
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06/04/2021 Women and Retirement – Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith – Register here – Rebroadcast

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06/09/2021 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Register here – Rebroadcast

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06/15/2021 Situational Social Security – Marc Kiner and Jim Blair – Register here – Live Webinar

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06/17/2021 New Horizons in Estate Planning – Steve Parrish – Register here – Live Webinar

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06/21/2021 21st Century Longevity, Health, & Wealth: Preparing for Health Care Risks in Retirement – Heather Holmes – Register here – Rebroadcast

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06/24/2021 CFP Board Code of Ethics and Standards of Conduct – Darin Shebesta – Register here – Live Webinar

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06/29/2021 Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement – Barry Sacks – Register here -Rebroadcast

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