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Playbook #1, Session #3: Capstone on Improving the Client Experience and Attracting Ideal Clients
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Playbook #1, Session #3: Capstone on Improving the Client Experience and Attracting Ideal Clients
1 NAPFA CE
$0.00 - $39.00
Negotiating 101: How to Advocate for Yourself (and Your Clients)
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Negotiating 101: How to Advocate for Yourself (and Your Clients)
1 NAPFA CE
$39.00 - $59.00
Complicated Social Security Case Analyses: The Details and Results
Apr 13, 2023 3:00 PM - 4:00 PM EST
1 NAPFA CE
1 CFP® CE
1 NASBA CPE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Complicated Social Security Case Analyses: The Details and Results
Multiple Credits
$39.00 - $59.00
Maximizing the IRA’s Value – Now and in the Future
Apr 06, 2023 3:00 PM - 4:00 PM EST
1 NAPFA CE
1 CFP® CE
1 EA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Maximizing the IRA’s Value – Now and in the Future
Multiple Credits
$0.00 - $39.00
Playbook #1, Session #2: Wowing with Service -- Moving Clients from Simply Satisfied to Raving Fans
On-Demand
1 NAPFA CE
(1)
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Playbook #1, Session #2: Wowing with Service -- Moving Clients from Simply Satisfied to Raving Fans
1 NAPFA CE
$0.00 - $39.00
(1)
Top Regulatory Updates So You Can Sleep at Night – Part 2
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Top Regulatory Updates So You Can Sleep at Night – Part 2
Multiple Credits
$0.00 - $39.00
Asset Allocation in a Time of Stress
Apr 04, 2023 3:00 PM - 4:00 PM EST
1 NAPFA CE
1 CFP® CE
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
Asset Allocation in a Time of Stress
Multiple Credits
Free
Partnering: Helping You Develop a Deeper Understanding of the TIAA Contracts Your Clients Own
On-Demand
No Credit
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Partnering: Helping You Develop a Deeper Understanding of the TIAA Contracts Your Clients Own
No Credit
$0.00 - $39.00
TIAA Real Estate Accounts: A Unique Way to Gain Exposure to the Direct Real Estate Asset Class
On-Demand
No Credit
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
TIAA Real Estate Accounts: A Unique Way to Gain Exposure to the Direct Real Estate Asset Class
No Credit
$0.00 - $39.00
Playbook #1, Session #1: Measuring Client Satisfaction and Driving Referrals
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Playbook #1, Session #1: Measuring Client Satisfaction and Driving Referrals
1 NAPFA CE
$0.00 - $39.00
What You Need to Know About CREF Variable Annuity Accounts
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
What You Need to Know About CREF Variable Annuity Accounts
No Credit
Free
TIAA Traditional – What You Need to Know About TIAA’s Traditional Fixed Annuity
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
TIAA Traditional – What You Need to Know About TIAA’s Traditional Fixed Annuity
No Credit
Free
TIAA Advisor Services – Why Third-Party Advisors Are Important And How We Support Them
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
TIAA Advisor Services – Why Third-Party Advisors Are Important And How We Support Them
No Credit
Free
Why Spousal Lifetime Access Trusts (SLATs) Aren't for Everyone
2
1 NAPFA CE
1 CFP® CE
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
Why Spousal Lifetime Access Trusts (SLATs) Aren't for Everyone
Multiple Credits
Free
2023 Playbook #1: Improving the Client Experience and Attracting Ideal Clients
Jan 26, 2023 3:00 PM - 4:00 PM EST
$0.00 - $117.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2023 Playbook #1: Improving the Client Experience and Attracting Ideal Clients
3.5 NAPFA CE
$0.00 - $117.00
2023 Financial Planning Marketing Trends & Lookahead
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2023 Financial Planning Marketing Trends & Lookahead
1 NAPFA CE
$0.00 - $39.00
Decumulation Diversification
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Decumulation Diversification
Multiple Credits
$0.00 - $39.00
Finding Your Career Path – the Road to Success
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Finding Your Career Path – the Road to Success
1 NAPFA CE
$0.00 - $39.00
Embracing Your Asset Allocation Opportunity
2
1 NAPFA CE
1 CFP® CE
(1)
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Embracing Your Asset Allocation Opportunity
Multiple Credits
$0.00 - $39.00
(1)
Tax Planning Strategies Advisors Can Offer to Clients
2
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Tax Planning Strategies Advisors Can Offer to Clients
Multiple Credits
$39.00 - $59.00
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