Date
Course Title
Credits
Fee
Retirement Planning
Educate yourself and your clients with these webinars for the latest updates, news tips, and tricks for planning a successful retirement.
Live CPE Webinars
March 4, 2025
10:00AM EST
2025-03-04T15:00:00Z
TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW
Dave Hall (RETIREMENT RISK ADVISORS)
Dave Hall (RETIREMENT RISK ADVISORS)
1.0
FREE
March 6, 2025
4:00PM EST
2025-03-06T21:00:00Z
1.0
FREE
March 12, 2025
5:00PM EDT
2025-03-12T21:00:00Z
1.0
FREE
March 26, 2025
4:00PM EDT
2025-03-26T20:00:00Z
1.0
FREE
April 3, 2025
4:00PM EDT
2025-04-03T20:00:00Z
TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW
Dave Hall (RETIREMENT RISK ADVISORS)
Dave Hall (RETIREMENT RISK ADVISORS)
1.0
FREE
April 7, 2025
4:00PM EDT
2025-04-07T20:00:00Z
1.0
FREE
April 21, 2025
9:00AM EDT
2025-04-21T13:00:00Z
1.0
FREE
April 22, 2025
10:00AM EDT
2025-04-22T14:00:00Z
1.0
FREE
May 5, 2025
5:00PM EDT
2025-05-05T21:00:00Z
TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW
Dave Hall (RETIREMENT RISK ADVISORS)
Dave Hall (RETIREMENT RISK ADVISORS)
1.0
FREE
May 22, 2025
10:00AM EDT
2025-05-22T14:00:00Z
1.0
FREE
June 5, 2025
10:00AM EDT
2025-06-05T14:00:00Z
TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW
Dave Hall (RETIREMENT RISK ADVISORS)
Dave Hall (RETIREMENT RISK ADVISORS)
1.0
FREE
June 16, 2025
4:00PM EDT
2025-06-16T20:00:00Z
1.0
FREE
July 16, 2025
10:00AM EDT
2025-07-16T14:00:00Z
1.0
FREE
Self-Study CPE
Expiration Date
Course Title
Credits
Fee
February 6, 2026
1.0
$30.00
February 4, 2026
1.0
$30.00
February 3, 2026
1.0
$30.00
April 5, 2025
1.0
$30.00
April 4, 2025
1.0
$30.00
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
Date
Course Title
Hours
Fee
April 18, 2019
1.0
FREE
February 27, 2019
QUALIFIED RETIREMENT PLANS AS A TAX PLANNING RESOURCE
Avo Mavilian (TAILWIND FINANCIAL STRATEGIES, LLC)
Avo Mavilian (TAILWIND FINANCIAL STRATEGIES, LLC)
1.0
FREE
August 22, 2018
1.0
FREE
May 8, 2018
401(k) PLAN ADMINISTRATION: HOW TO HELP YOUR CLIENTS AVOID IRS AND DOL PENALTIES
Kimberly S. Moore (SUMMIT CPA GROUP)
Kimberly S. Moore (SUMMIT CPA GROUP)
1.0
FREE
February 6, 2018
MORTGAGE PAYMENTS IN RETIREMENT: TAX WRITE OFF OR TICKING TIME BOMB?
Tom Dickson (REVERSE MORTGAGE FUNDING LLC)
Tom Dickson (REVERSE MORTGAGE FUNDING LLC)
1.0
FREE
