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Critical IRA Tax Planning for Q4 of 2024, Part 2: Rollover and Transfer Limitations for IRA Owners
2
1 NAPFA CE
1 CFP® CE
$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
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
Critical IRA Tax Planning for Q4 of 2024, Part 1: Auditing an IRA for Corrections Due by October 15
2
1 NAPFA CE
1 CFP® CE
$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
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
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
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
Q&A Session: Leveraging Social Media and Technology to Build Your Brand
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Q&A Session: Leveraging Social Media and Technology to Build Your Brand
1 NAPFA CE
$39.00 - $59.00
Helping Your Clients Get More Free Money for College
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Helping Your Clients Get More Free Money for College
Multiple Credits
$0.00 - $39.00
Sunrise/Sunset: Estate Planning in Advance of the 2025 Sunset of the Tax Cuts and Jobs Act (TCJA)
2
1 NAPFA CE
1 CFP® CE
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Sunrise/Sunset: Estate Planning in Advance of the 2025 Sunset of the Tax Cuts and Jobs Act (TCJA)
Multiple Credits
$0.00 - $19.00
Women and Long-Term Care
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Women and Long-Term Care
Multiple Credits
$0.00 - $39.00
2023 Playbook Series #3, Session #1: Getting to Yes - The Art of Conversation and Client Conversion
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2023 Playbook Series #3, Session #1: Getting to Yes - The Art of Conversation and Client Conversion
1 NAPFA CE
$0.00 - $39.00
What I Wish I’d Known: A Panel of Young Professionals
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
What I Wish I’d Known: A Panel of Young Professionals
1 NAPFA CE
$39.00 - $59.00
Understanding Your Client’s Financial Personality
2
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Understanding Your Client’s Financial Personality
Multiple Credits
$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
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2023 Playbook Series #2, Session #3: Capstone on Building Trust and Earning Credibility in a Digital World
1 NAPFA CE
$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
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
2023 Playbook Series #2, Session #2: Honing in - How Doubling Down on Serving a Specific Niche Can Multiply Results
1 NAPFA CE
$0.00 - $39.00
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