2026 Continuing Education Webinars
Total Retirement Incoming Planning: Personalized and protected
Presented by Doug Ewing, JD, CFP, RICP
Available in all states except CA, GA, MT, NV, NJ, NY & VA
Intended for CFP, CFFP, CPE, CIMA, CLU, HRCI, SHRM
This course discusses the shortfalls of common approaches to retirement income planning (such as the 4% Rule) in that some strategies lack the level of personalization many clients desire. Alternative strategies (such as bucketing or an income floor approach) provide for greater levels of personalization, solving for each individuals unique projected spending needs and personal preferences for guaranteed income in retirement.
Tax Efficient Retirement Planning: Tax Planning and Sequencing Opportunities
Presented by Doug Ewing, JD, CFP, RICP
Available in all states except HI, NJ, NY, TX, VA, and WA
Intended for CFP, CFFP, CPE, CIMA, CLU
Overview of tax basics as it pertains to retirement as well as planning opportunities and sequencing strategies for retirement income.
Women and Retirement: Position your practice to serve more women
This presentation educates advisors on the importance of working with women in order to meet the unique financial planning needs of their female clients as well as grow their advisory practice. The presentation also addresses the changing landscape within the female demographic, shifting economic trends and the retirement challenges all women face. The presentation offers actionable insights regarding Social Security, Health Care, Taxation, Legacy planning and Long-Term Care. It also explores possible solutions such as guaranteed income, Long Term Care insurance and life insurance.
Registration coming soon
Social Security: The Choice of a lifetime
Presented by Dave Harris
Available in all states except NY
Intended for CFP, CPE, CLU/ChFC, CFFP/CRPC/CRPS/RP, HRIS, CIMA & SHRM
Deciding when & how to file for Social Security is one of the most important financial decisions clients make. Social Security is also one of the most complex decisions clients face. Clients expect their financial advisors to help them with guidance on making their Social Security decisions.
Business Succession Planning
Presented by V. Gail Brannock JD, CPA
Available in all states except CA, IL
Intended for CFP, CFFP/CRPC/CRPS/RP, CPE, HRCI, SHRM, CIMA, CLU/ChFC
This course equips financial professionals to guide business owners through succession planning. Participants learn to assess readiness, identify successors, and implement buy/sell agreements while aligning personal, business, and financial goals. By the end, they can create plans that ensure smooth ownership transitions and lasting security.
Financial Planning Strategies for Special Needs Caregivers
Presented by Dave Harris
Available in all states except AK, CA & NY
Intended for CFP, CFFP, CPE, HRCI, CIMA, SHRM, CLU & TX CPA
This course addresses the financial planning challenges of special needs caregivers and their families. It equips professionals with insights into emotional and financial complexities, highlighting the role of emotional intelligence, specialized knowledge, and collaborative planning in achieving lasting stability.
Healthcare costs
Check back soon for course details
Registration coming soon
Common Annuity Mistakes
Check back soon for course details
Registration coming soon
Medicare: What you need to know when your clients ask for help
Check back soon for course details
Registration coming soon
Legacy and Wealth transfer: Bridging Generations
Check back soon for course details
Registration coming soon
Long-Term Care: Building Effective LTC Strategies for Clients
Check back soon for course details
Registration coming soon
High-Net Worth / Charitable Giving (New)
Check back soon for course details
Registration coming soon