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NAPFA Spring 2023 National Conference Recordings - ...
NAPFA Spring 2023 National Conference Recordings - NAPFA & CFP CEs
This set of recordings from the NAPFA Spring 2023 National Conference contains 18 sessions offering 18.5 NAPFA CEs and 14.5 CFP® CEs.
These 18 recordings
are eligible for both NAPFA CE and CFP
®
CE as marked.
You will be awarded NAPFA CE after you watch the full recording, and you can earn the CFP
®
CE by passing the associated quiz after viewing the recording.
NAPFA will report the CE to CFP
®
within 2 weeks.
Courses expire on December 31, 2024, and CEs will be awarded in the year the course is taken.
Summary
Availability:
Expires on 12/31/2024
Cost:
Member: $399.00
Non-Member: $499.00
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NAPFA Spring 2023 National Conference Recordings - NAPFA & CFP CEs Course List
Adding Housing Wealth to a Retirement Plan
Advanced Topics in Special Needs Planning
Challenges of Race in Our Profession
Client Psychology for Couples: Applying Attachment Theory to Financial Planning
Estate Planning for Pets
Exit Planning for Your Client's Business
Keynote: Imagine the Future
Keynote: The Science of Mass Influence – Break Through Data to Motivate
Monetizing Home Equity with Today’s Reverse Mortgage - S23OD
Natural Disasters - Helping Clients Prepare for an Increasing Risk Environment
Next Level Strategy...and Beyond
Protecting Against Cyber Threats
Small Business 401(k) Plans – What Are You Waiting For?
Strategies for Current Tax Landscape
Tax Planning for Real Estate Investors
Tax Torpedoes- S23OD
Using Asset Allocation to Protect Spending in Retirement
Your #1 Connection Tool: A High-Performing Signature Talk
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