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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
Learning Activity Title
Learning Activity Title
Learning Activity Title
Tax-Advantaged Investment Solutions with Opportunity Zone Investing
Multiple Credits
$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
Learning Activity Title
Learning Activity Title
Learning Activity Title
How Complex Assets Can Fuel Clients’ Charitable Giving
Multiple Credits
$0.00 - $19.00
NAPFA Fall 2024 National Conference Proceedings
Bundle
$549.00 - $649.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Fall 2024 National Conference Proceedings
$549.00 - $649.00
Delaware Statutory Trust (DST) Exchanges: Potentially Reduce Tax Liability & Mitigate Risk
2
1 NAPFA CE
1 CFP® CE
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Delaware Statutory Trust (DST) Exchanges: Potentially Reduce Tax Liability & Mitigate Risk
Multiple Credits
$0.00 - $19.00
Navigating Eldercare: Partnering with Care Managers
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Navigating Eldercare: Partnering with Care Managers
Multiple Credits
$0.00 - $39.00
Numbers in Action: How Successful Advisors Turn Insights into Satisfied Clients
2
1 NAPFA CE
1 CFP® CE
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Numbers in Action: How Successful Advisors Turn Insights into Satisfied Clients
Multiple Credits
$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
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #3, Session #3: Next Steps on Your Own Website To Get it Working Harder
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
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #3 - Your Website: Your Hardest Working Marketing Partner - 3-courses on-demand
$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
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #3, Session #2: How Can You Make Your Website Work For You?
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
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #3, Session #1: What Should Your Website Be Doing For You?
1 NAPFA CE
$39.00 - $59.00
NAPFA Spring 2024 National Conference Proceedings – NAPFA CEs
Bundle
$259.00 - $289.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Spring 2024 National Conference Proceedings – NAPFA CEs
$259.00 - $289.00
NAPFA Spring 2024 National Conference Proceedings – NAPFA & CFP® CEs
Bundle
$399.00 - $499.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Spring 2024 National Conference Proceedings – NAPFA & CFP® CEs
$399.00 - $499.00
2024 Playbook Series #2: Adding Value to Outshine Your Competition - 3-Course On-Demand Bundle
Bundle
$49.00 - $99.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #2: Adding Value to Outshine Your Competition - 3-Course On-Demand 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
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #2, Session #3: Communicating Your Value for Lead Generation and More Clients
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
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #2, Session #2: How to Know What Your Clients Want from Your Firm - 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
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #2, Session #1: What Kinds of Service Add-Ons or Resources Could You Be Offering to Clients?
1 NAPFA CE
$39.00 - $59.00
Safeguarding Your Future with Term Life Insurance
2
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Safeguarding Your Future with Term Life Insurance
Multiple Credits
$39.00 - $59.00
Fireside Chat: Inspiring HUMANS to Take Action on Financial Planning To-Dos
2
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Fireside Chat: Inspiring HUMANS to Take Action on Financial Planning To-Dos
Multiple Credits
$39.00 - $59.00
2024 Playbook Series #1: AI and Advisors - 3-Course On-Demand Bundle
Bundle
$49.00 - $99.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #1: AI and Advisors - 3-Course On-Demand 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
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #1, Session #2: How To Employ AI in 2024
1 NAPFA CE
$39.00 - $59.00
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