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2024 Playbook Series #1: AI and Advisors

Feb 28, 2024 3:00 PM - 4:00 PM EST

(1)

$49.00 - $99.00

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, 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

2024 Playbook Series #1, Session #1: What Is AI?

On-Demand

1 NAPFA CE

$39.00 - $59.00

Q&A Session: Leveraging Social Media and Technology to Build Your Brand

On-Demand

1 NAPFA CE

$39.00 - $59.00

Trends in Senior Living and Elder Care for Clients

1 NAPFA CE 1 CFP® CE

$0.00 - $39.00

Navigating Equity Ownership Options for the Next Generation

On-Demand

1 NAPFA CE

$39.00 - $59.00

Helping Your Clients Get More Free Money for College

1 NAPFA CE 1 CFP® CE

(3)

$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

(4)

$0.00 - $19.00

Women and Long-Term Care

1 NAPFA CE 1 CFP® CE

(5)

$0.00 - $39.00

A Welcoming Workplace: Incorporating DEI at Your Firm

On-Demand

1 NAPFA CE

$0.00 - $39.00

Integrating Donor-Advised Funds into Client Portfolios: A Guide for Financial Advisors

1 NAPFA CE 1 CFP® CE

$0.00 - $19.00

2023 Playbook Series #3, Session #1: Getting to Yes - The Art of Conversation and Client Conversion

On-Demand

1 NAPFA CE

(7)

$0.00 - $39.00

Helping Clients Plan for Higher Education Expenses - 2023

1 NAPFA CE 1 CFP® CE

$0.00 - $19.00

Creating a Lasting Legacy Through Life Insurance

1 NAPFA CE 1 CFP® CE

$39.00 - $59.00

What I Wish I’d Known: A Panel of Young Professionals

On-Demand

1 NAPFA CE

(1)

$39.00 - $59.00

2023 Playbook Series #2, Session #3: Capstone on Building Trust and Earning Credibility in a Digital World

On-Demand

1 NAPFA CE

(1)

$0.00 - $39.00

2023 Playbook Series #2, Session #2: Honing in - How Doubling Down on Serving a Specific Niche Can Multiply Results

On-Demand

1 NAPFA CE

(2)

$0.00 - $39.00

2023 Playbook Series #2, Session #1: Magnetic Marketing: Niching in with Ideal Client Personas and Hyper-Relevant Messaging-On Demand

On-Demand

1 NAPFA CE

(6)

$0.00 - $39.00

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