2026 Continuing Education Webinars

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.

Presented by Shawn Britt

Many clients are unprepared for the financial and personal impact of a care event. This CE-eligible course helps financial professionals recognize common misconceptions, understand client perspectives and guide meaningful planning conversations. Participants explore a four-step framework for developing a care plan, along with funding solutions and tools to estimate future care costs.

Presented by Doug Ewing

Charitable giving is an important part of holistic financial planning, yet clients may be unaware of how to align philanthropy with their tax, legacy, and beneficiary goals. This course will help financial professionals evaluate charitable-giving options for their clients and develop a plan that fits their objectives.