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 August 2021

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Calendar of Events

Calendar of Events
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07/26/2021 Retirement Planning Beyond the Dollars and Cents – Robert Laura – Register here – Rebroadcast

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08/04/2021 Advisor’s Guide to Health Savings Accounts: Differentiate Yourself – Kelley Long – Register here – Rebroadcast

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08/10/2021 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Register here – Rebroadcast

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08/20/2021 The Psychology of Retirement – Register here – Rebroadcast

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08/23/2021 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition – Dorian Mintzer – Register here – Rebroadcast

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08/26/2021 The Fork in The Road: What Impacts Ethics Decisions – CRC CE CREDIT ONLY – Dennis Gatlin – Register here – Live Webinar

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09/01/2021 21st Century Medicare Planning to Protect Your Client’s Healthcare Rights and Retirement Savings – Emily Gang – Register here – Rebroadcast

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