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Tax-Advantaged Investment Solutions with Opportunity Zone Investing

Apr 24, 2025 2:00 PM - 3:00 PM ET

1 NAPFA CE 1 CFP® CE

$0.00 - $19.00

How Complex Assets Can Fuel Clients’ Charitable Giving

Apr 22, 2025 3:00 PM - 4:00 PM ET

1 NAPFA CE 1 CFP® CE

$0.00 - $19.00

NAPFA Fall 2024 National Conference Proceedings

Bundle

$549.00 - $649.00

Delaware Statutory Trust (DST) Exchanges: Potentially Reduce Tax Liability & Mitigate Risk

1 NAPFA CE 1 CFP® CE

$0.00 - $19.00

Navigating Eldercare: Partnering with Care Managers

1 NAPFA CE 1 CFP® CE

$0.00 - $39.00

Numbers in Action: How Successful Advisors Turn Insights into Satisfied Clients

1 NAPFA CE 1 CFP® CE

$0.00 - $19.00

2024 Playbook Series #3, Session #3: Next Steps on Your Own Website To Get it Working Harder

On-Demand

1 NAPFA CE

$39.00 - $59.00

2024 Playbook Series #3 - Your Website: Your Hardest Working Marketing Partner - 3-courses on-demand

Bundle

$49.00 - $99.00

2024 Playbook Series #3, Session #2: How Can You Make Your Website Work For You?

On-Demand

1 NAPFA CE

$39.00 - $59.00

2024 Playbook Series #3, Session #1: What Should Your Website Be Doing For You?

On-Demand

1 NAPFA CE

$39.00 - $59.00

NAPFA Spring 2024 National Conference Proceedings – NAPFA CEs

Bundle

$259.00 - $289.00

NAPFA Spring 2024 National Conference Proceedings – NAPFA & CFP® CEs

Bundle

$399.00 - $499.00

2024 Playbook Series #2: Adding Value to Outshine Your Competition - 3-Course On-Demand Bundle

Bundle

$49.00 - $99.00

2024 Playbook Series #2, Session #3: Communicating Your Value for Lead Generation and More Clients

On-Demand

1 NAPFA CE

$39.00 - $59.00

2024 Playbook Series #2, Session #2: How to Know What Your Clients Want from Your Firm - On-Demand

On-Demand

1 NAPFA CE

$39.00 - $59.00

2024 Playbook Series #2, Session #1: What Kinds of Service Add-Ons or Resources Could You Be Offering to Clients?

On-Demand

1 NAPFA CE

$39.00 - $59.00

Fireside Chat: Inspiring HUMANS to Take Action on Financial Planning To-Dos

1 NAPFA CE 1 CFP® CE

$39.00 - $59.00

2024 Playbook Series #1: AI and Advisors - 3-Course On-Demand Bundle

Bundle

$49.00 - $99.00

2024 Playbook Series #1, Session #2: How To Employ AI in 2024

On-Demand

1 NAPFA CE

$39.00 - $59.00

2024 Playbook Series #1, Session #3: What Are the Legal, Compliance, and Cybersecurity Implications in 2024?

On-Demand

1 NAPFA CE

$39.00 - $59.00

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