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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

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

Decumulation Diversification

1 NAPFA CE 1 CFP® CE

Adding Housing Wealth to a Retirement Income Plan

1 NAPFA CE 1 CFP® CE

(2)

Social Security: Surprising Claiming Rules and Unique Circumstances with Real Case Studies

2 NAPFA CE 2 NAPFA CE (LIVE) 2 CFP® CE 2 CFP® CE (LIVE) 2 NASBA CPE (LIVE)

Innovative Retirement Plan Design Strategies

1 NAPFA CE 1 NAPFA CE (LIVE) 1 CFP® CE 1 CFP® CE (LIVE) 1 NASBA CPE (LIVE)

(2)

Social Security and Retirement Planning: A Hit or Myth Proposition

1 NAPFA CE 1 CFP® CE

Nancy Loves Law, A Look Into A Business Owner’s Retirement Plan Options

1 NAPFA CE 1 CFP® CE

The SECURE Act & Other Developments That Significantly Impact Retirement Accounts

1.5 NAPFA CE 1.5 CFP® CE

Empowering Clients to Retire on the Home

On-Demand

1 NAPFA CE

Counseling Your Clients from Business to Retirement

On-Demand

1.5 NAPFA CE