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In this webcast, you will learn how to focus on the facets of your business that you enjoy the most. You will explore the strategies and techniques used by growth-oriented businesses that maintain the respect of the marketplace by not selling anything but peace of mind.
Dec 27, 2018, 11:00 AM - 1:00 PM ET
Field of study: Business Management & Organization
CPE credits up to: 2.0
Price range from: $99.00 - $129.00
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Join this webcast to learn how to create a confidential approach to funding retirement for your clients that meets their objectives and makes their dreams a reality. You will learn the strategies and techniques used by retirement planning specialists.
Dec 18, 2018, 3:00 PM - 5:00 PM ET
Field of study: Specialized Knowledge
CPE credits up to: 2.0
Price range from: $99.00 - $129.00
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webcasts
In this webcast, you will learn about the issues involving gifting, portability, dynastic estate planning, Roth IRA conversions, people living in high income and property tax states, states which still have death taxes, charitable giving and more.
Dec 26, 2018, 11:00 AM - 12:45 PM ET
Field of study: Taxes
CPE credits up to: 2.0
Price range from: $99.00 - $129.00
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webcasts
Save time and stay current on the latest tax developments! This comprehensive webcast covers all the legislative, judicial and IRS developments of the past year with a focus on implementation and compliance.
Jan 09, 2019, 9:00 AM - 5:00 PM ET
Field of study: Taxes
CPE credits up to: 8.0
Price range from: $249.00 - $319.00
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webcasts
Get the latest on tax reform legislation by attending this webcast on the Section 199A Qualified Business Income (QBI) deduction. You will learn about the detailed mechanics of the new code section and planning techniques.
Dec 19, 2018, 1:00 PM - 3:00 PM ET
Field of study: Taxes
CPE credits up to: 2.0
Price range from: $99.00 - $129.00
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webcasts
Join this webcast to better understand the impact of the Health Care Reform Act. With our detailed examples, you will be able to better meet your clients? needs and discuss how health care and coverage costs will change in the future.
Jan 30, 2019, 9:00 AM - 1:00 PM ET
Field of study: Taxes
CPE credits up to: 4.0
Price range from: $159.00 - $199.00
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webcasts
Defining success in retirement differs from person to person. This webcast will help you serve as a valuable resource to your clients with a simple 5-step process to creating and living a fulfilling life in retirement.
Dec 18, 2018, 3:00 PM - 5:00 PM ET
Field of study: Personal Development
CPE credits up to: 2.0
Price range from: $99.00 - $129.00
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webcasts
Now is the time for you to demonstrate your value to clients by advising them on strategies that will help shape a financially successful year. Join this webcast as Bob Keebler shares strategies to consider with your individual clients.
Jan 09, 2019, 1:00 PM - 2:45 PM ET
Field of study: Specialized Knowledge
CPE credits up to: 2.0
Price range from: $99.00 - $129.00
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webcasts
In this webcast, you will learn how to focus on the facets of your business that you enjoy the most. You will explore the strategies and techniques used by growth-oriented businesses that maintain the respect of the marketplace by not selling anything but peace of mind.
Dec 27, 2018, 11:00 AM - 1:00 PM ET
Field of study: Business Management & Organization
CPE credits up to: 2.0
Price range from: $99.00 - $129.00
View details
webcasts
In this webcast based on the new Adviser's Guide to Retirement and Elder Planning: Life Transitions, author Jim Sullivan, CPA/PFS, tackles the complex topic of elder planning.
Feb 13, 2019, 1:00 PM - 2:45 PM ET
Field of study: Specialized Knowledge
CPE credits up to: 2.0
Price range from: $99.00 - $129.00
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webcasts
Attend this webcast to learn about FICA, Medicare tax and more. We will cover real-world examples, so you can advise your clients on making optimal Social Security and Medicare decisions.
Dec 18, 2018, 1:00 PM - 5:00 PM ET
Field of study: Taxes
CPE credits up to: 4.0
Price range from: $159.00 - $199.00
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webcasts
This webcast provides a comprehensive overview of the changes impacting individuals and families, as well as critical financial planning considerations and strategies.
Dec 27, 2018, 1:00 PM - 5:00 PM ET
Field of study: Taxes
CPE credits up to: 4.0
Price range from: $189.00 - $239.00
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webcasts
Get the latest on tax reform legislation by attending this two-hour webcast that covers the Section 199A Qualified Business Income (QBI) deduction.
Dec 18, 2018, 1:00 PM - 3:00 PM ET
Field of study: Taxes
CPE credits up to: 2.0
Price range from: $99.00 - $129.00
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webcasts
Blockchain and cryptocurrency are two of the hottest topics in the financial technology industry. Join this webcast to learn about how these technologies work and what you need to know to better advise your clients.
Feb 06, 2019, 1:00 PM - 2:30 PM ET
Field of study: Specialized Knowledge
CPE credits up to: 1.5
Price range from: $79.00 - $99.00
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webcasts
The 2017 Tax Cuts and Jobs Act is a major game-changer for divorce and separation agreements. Join this webcast as Steve Siegel offers in-depth guidance as to how the new rules impact clients navigating a divorce or separation.
Dec 28, 2018, 11:00 AM - 12:45 PM ET
Field of study: Specialized Knowledge
CPE credits up to: 2.0
Price range from: $99.00 - $129.00
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webcasts
In this webcast, you will take a deep dive into education planning tactics that you can use with your clients to create tax efficiencies as part of a well-rounded financial plan.
Jan 16, 2019, 1:00 PM - 2:15 PM ET
Field of study: Specialized Knowledge
CPE credits up to: 1.5
Price range from: $79.00 - $99.00
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