Continuing education offerings
Our thought leadership and continuing education offerings are designed to help you deepen your client relationships by being well-informed about the subjects they care about.
We offer live courses to help you meet your continuing education needs.
Our live webinars can be used for both state insurance and designation credit hours. See below for session details.
Planning for health care costs and longevity
Understanding healthcare costs & their impact on retirement
Credit hours: 1 | You must attend the full 60 minutes and answer all polling questions | Available in all states
Intended for CFP, CPE, CLU/ChFC, CFFP/CRPC/CRPS/RP, HRIS, CIMA & SHRM
This course will help recognize the shift in retirement income and retiree health care, responsibilities from employer-sponsored defined benefit plans to individual personal savings and private insurance. It examines how advisors can help clients place health care expenses into their overall retirement income plan. It discusses the importance of planning for health care-related expenses in retirement & teaches how advisors can help clients address & manage healthcare expenses.
Planning for legacy, estate and wealth transfer
Beneficiary and wealth transfer planning after the SECURE Act
Credit hours: 1 | To be awarded credit for this webinar you must attend the full 60 minutes and answer all polling questions. | Available in all states except AZ, CT, HI, MI, MO, MT, NJ, OK. PA, TX, DC & WV
Intended for CFP, CPE, CLU/ChFC & CIMA
In this presentation we will look at the new inheritance rules for individual non-spouse beneficiaries that the SECURE Act puts in place for IRA owners through a review of the rules, case studies and an examination of some wealth transfer strategies that may be attractive for families to utilize in light of the SECURE Act changes.
Planning for retirement savings and income
A prudent process – The key to demonstrating fiduciary compliance
Credit Hours: 1 | To be awarded credit for this webinar you must attend the full 60 minutes and answer all polling questions. | Available in all states except IL & MT
Intended for CFP, CFA, CFFP/CRPC/CRPS/RP, CPE, HRIS, SHRM, CIMA, CLU/ChFC
To educate all qualified plan fiduciaries about their specific roles and fiduciary duties as laid out by ERISA and its regulations, as well as best practices to ensure compliance with the same.