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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Events for October 2021

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Calendar of Events

Calendar of Events
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09/27/2021 Medicare Advantage vs. Medigap: Which plan is right for your clients? – Joanne Giardini-Russell and Cameron Giardini – Register Here – Rebroadcast

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09/30/2021 CFP Board Code of Ethics and Standards of Conduct – Darin Shebesta – Register here – Live Webinar

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10/05/2021 Social Security WEP: FOMO, IDK or LOL?? – Michael Wilson – Register here – Live Webinar

10/06/2021 New Horizons in Estate Planning – Steve Parrish – Register here – Rebroadcast

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10/15/2021 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson – Register Here – Rebroadcast

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10/21/2021 Social Security GPO: FOMO, IDK or LOL?? – Michael Wilson – Register here – Live Webinar

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10/25/2021 Analyzing the Fixed Indexed Annuity (FIA) – Tamiko Toland – Register here – Rebroadcast

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