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 November 2021

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Calendar of Events

Calendar of Events
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11/02/2021 Off With Your (Rule of) Thumb! – Michael Falk – Register here – Rebroadcast

11/03/2021 Care Planning Prevents Tearing Families Apart – Register here – Live Webinar

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11/10/2021 Grief Literacy for Financial Advisors: Engaging the Bereaved Client – Register here – Rebroadcast

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11/17/2021 Are Health Savings Accounts better than a 50% employer-match on a 401(k)? – Register here – Live Webinar

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11/22/2021 Understanding How Different Types of Annuities Work – Wade Pfau – Register here – Rebroadcast

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12/01/2021 Determining Your Client’s Retirement Income Style – Wade Pfau – Register here – Live Webinar

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