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Critical IRA Tax Planning for Q4 of 2024 (a Two-Part Guide)
Bundle
2 NAPFA CE
2 CFP® CE
2 EA CE
2 NASBA CPE
$49.00 - $99.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Critical IRA Tax Planning for Q4 of 2024 (a Two-Part Guide)
Multiple Credits
$49.00 - $99.00
NAPFA Nation Episode #21: Planning for Two Retirements: Challenges and Solutions for Special Needs Families” with Britta Koepf
On-Demand
No Credit
Free
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NAPFA Nation Episode #21: Planning for Two Retirements: Challenges and Solutions for Special Needs Families” with Britta Koepf
No Credit
Free
Using Donor-Advised Funds
Oct 02, 2024 3:00 PM - 4:00 PM EST
1 NAPFA CE
1 CFP® CE
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Using Donor-Advised Funds
Multiple Credits
$0.00 - $19.00
Critical IRA Tax Planning for Q4 of 2024, Part 1: Auditing an IRA for Corrections Due by October 15
Sep 19, 2024 2:00 PM - 3:00 PM CST
1 NAPFA CE
1 CFP® CE
1 EA CE
1 NASBA CPE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Critical IRA Tax Planning for Q4 of 2024, Part 1: Auditing an IRA for Corrections Due by October 15
Multiple Credits
$39.00 - $59.00
Critical IRA Tax Planning for Q4 of 2024, Part 2: Rollover and Transfer Limitations for IRA Owners
Nov 12, 2024 3:00 PM - 4:00 PM EST
1 NAPFA CE
1 CFP® CE
1 EA CE
1 NASBA CPE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Critical IRA Tax Planning for Q4 of 2024, Part 2: Rollover and Transfer Limitations for IRA Owners
Multiple Credits
$39.00 - $59.00
August 2024 NAPFA Advisor Magazine - Full Issue
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
August 2024 NAPFA Advisor Magazine - Full Issue
No Credit
Free
NAPFA Nation Episode #20: Bridging the Gap: The Vital Intersection of Healthcare and Financial Planning” with Christine Simone
On-Demand
No Credit
Free
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Learning Activity Title
Learning Activity Title
NAPFA Nation Episode #20: Bridging the Gap: The Vital Intersection of Healthcare and Financial Planning” with Christine Simone
No Credit
Free
Negotiating Pay Like an Expert
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Negotiating Pay Like an Expert
1 NAPFA CE
$0.00 - $39.00
July 2024 NAPFA Advisor Magazine - Full Issue
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
July 2024 NAPFA Advisor Magazine - Full Issue
No Credit
Free
NAPFA Nation Episode #19: Lives Under Care: Using Dollars and Cents to Create a Rooted Plan with Amy Irvine
On-Demand
No Credit
Free
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Learning Activity Title
Learning Activity Title
NAPFA Nation Episode #19: Lives Under Care: Using Dollars and Cents to Create a Rooted Plan with Amy Irvine
No Credit
Free
NAPFA Nation Episode #18: See It, Be It: Advocating for Inclusion and Diversity with Jordan Dyson
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Nation Episode #18: See It, Be It: Advocating for Inclusion and Diversity with Jordan Dyson
No Credit
Free
May 2024 - Full Issue
On-Demand
No Credit
Free
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Learning Activity Title
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May 2024 - Full Issue
No Credit
Free
NAPFA Nation Episode #17: “Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets” with Mike Walther
On-Demand
No Credit
Free
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Learning Activity Title
Learning Activity Title
NAPFA Nation Episode #17: “Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets” with Mike Walther
No Credit
Free
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
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
April 2024 Full Issue
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
April 2024 Full Issue
No Credit
Free
NAPFA Nation Episode #16: “Honing Skills: How Volunteering within NAPFA’s Professional Community Can Lead to Career Growth” with Jeff Jones, Abby Hasling, and Stephen Fletcher
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Nation Episode #16: “Honing Skills: How Volunteering within NAPFA’s Professional Community Can Lead to Career Growth” with Jeff Jones, Abby Hasling, and Stephen Fletcher
No Credit
Free
March 2024 - Full Issue
On-Demand
No Credit
Free
Learning Activity Title
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March 2024 - Full Issue
No Credit
Free
NAPFA Nation Episode #15: “Ethical and Inclusive: Taking Pride in Community Service, ESG and LGBTQ+ Initiatives” with Steve Doster and Michelle Wilson
On-Demand
No Credit
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
NAPFA Nation Episode #15: “Ethical and Inclusive: Taking Pride in Community Service, ESG and LGBTQ+ Initiatives” with Steve Doster and Michelle Wilson
No Credit
Free
2024 Playbook Series #1, Session #1: What Is AI?
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2024 Playbook Series #1, Session #1: What Is AI?
1 NAPFA CE
$39.00 - $59.00
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