2026 Continuing Education Webinars

Presented by Dave Harris

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.

Presented by V. Gail Brannock JD, CPA

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.

Presented by Dave Harris

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.

Presented by Tim O'Mara

Health care is a key concern for retirees and pre-retirees as they plan their post‑employment finances.

Presented by Tom Duncan

Nonqualified annuities are a common insurance product that many rely on for their financial and retirement planning. It is crucial that insurance agents, financial advisors, and CPAs understand how annuities work and interact with tax law so they can properly advise clients on how to use annuities to help them accomplish their clients goals.

Presented by Tim O'Mara

Overview of Medicare basics in detail, followed by planning opportunities for financial professionals as they learn more about navigating Medicare within a retirement income plan.

Presented by Doug Ewing

Helping your clients realize their wealth transfer goals with wealth management and planning for retirement. Understanding the importance role financial professionals play in legacy planning, as well as estate planning and beneficiary designations. We'll consider the various concepts of legacy planning and how they can help meet specific real-life goals and, in turn, help you connect with the next generation.

Check back soon for course details.

Check back soon for course details.