2026 Continuing Education Webinars

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

By the end of this course, attendees should understand the current state of health care costs and the factors that affect them. They will learn about the complexities of health care in retirement, the role of Medicare, and long-term care, while also exploring ways to cover these costs through HSAs, annuities, life insurance, and investments. Finally, the course will discuss how financial professionals can help clients build a health care plan.

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.