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 July 2022

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Calendar of Events

Calendar of Events
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06/27/2022 Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare – Register here – Rebroadcast

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06/29/2022 CFP Board Code of Ethics and Standards of Conduct – Darin Shebesta – Register here – Live Webinar

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07/06/2022 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley – Register here – Rebroadcast

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07/11/2022 How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies – Wade Pfau – Register here – Rebroadcast

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07/21/2022 Title Coming Soon – Register Here – Live Webinar

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07/26/2022 Critical Rules for Moving Retirement Accounts: Transfers, Rollovers, Roth IRA, and In-plan Conversions – Register Here – Rebroadcast

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