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NAPFA Fall 2024 National Conference Proceedings

Bundle

$549.00 - $649.00

Critical IRA Tax Planning for Q4 of 2024, Part 2: Rollover and Transfer Limitations for IRA Owners

1 NAPFA CE 1 CFP® CE

$39.00 - $59.00

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

1 NAPFA CE 1 CFP® CE

$0.00 - $19.00

Critical IRA Tax Planning for Q4 of 2024, Part 1: Auditing an IRA for Corrections Due by October 15

1 NAPFA CE 1 CFP® CE

$39.00 - $59.00

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

Bundle

$399.00 - $499.00

Safeguarding Your Future with Term Life Insurance

1 NAPFA CE 1 CFP® 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

Helping Your Clients Get More Free Money for College

1 NAPFA CE 1 CFP® CE

$0.00 - $39.00

Sunrise/Sunset: Estate Planning in Advance of the 2025 Sunset of the Tax Cuts and Jobs Act (TCJA)

1 NAPFA CE 1 CFP® CE

$0.00 - $19.00

Women and Long-Term Care

1 NAPFA CE 1 CFP® CE

$0.00 - $39.00

Understanding Your Client’s Financial Personality

1 NAPFA CE 1 CFP® CE

$39.00 - $59.00

NAPFA Spring 2023 National Conference Recordings - NAPFA & CFP CEs

Bundle

$399.00 - $499.00

Tax Planning as a Year-Round Sport

1 NAPFA CE 1 CFP® CE

$0.00 - $39.00

The Importance of Gender & Racial/Ethnic Diversity in Your Firm

1 NAPFA CE 1 CFP® CE

$0.00 - $39.00

How Implicit Bias Impacts Conflict, and What You Can Do About It

1 NAPFA CE 1 CFP® CE

$0.00 - $39.00