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 April 2022

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Calendar of Events

Calendar of Events
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03/30/2022 Maximizing Your Clients’ Social Security – Matthew Allen – Register here – Rebroadcast

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04/05/2022 Advisor’s Guide to Medicare: Protect Your Client’s Healthcare Rights and Retirement Savings – Emily Gang – Register here – Rebroadcast

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04/13/2022 Retirement Planning Beyond the Dollars and Cents – Robert Laura – Register here – Rebroadcast

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04/21/2022 Critical Rules for Moving Retirement Accounts: Transfers, Rollovers, Roth IRA, and In-plan Conversions – Register Here – Live Webinar

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04/25/2021 No Portfolio Is An Island – David Blanchett – Register here – Rebroadcast

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04/28/2022 CFP Board Code of Ethics and Standards of Conduct – Darin Shebesta – Register here – Live Webinar

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