Upcoming Live Webinars

Many of our live webinars are free to members. Most live webinars are recorded, archived and available for viewing in your classroom 3 months after the live event. Click on the title below to register for a course. Important Note: Continuing education credit for LIVE programs will be automatically submitted and reported to CFP Board on your behalf based on full attendance. It typically takes 2 weeks for the course to be added to your CFP Board account.


Upcoming Events
Collapse Key Research on Ways to Finance Client Downsizing

 

Downsizing is a major planning event that can help clients secure their long-term retirement goals. Join John Salter, PhD, CFP® and wealth manager at Evenky & Katz to learn about his extensive research on various strategies for client downsizing, including the use of reverse mortgages and their impact on retirement goals, liquidity and retirement income.

Level of Complexity: Intermediate

Formats Available: Event
Original Course Date: March 15, 2017

Approved Credit:
  • FPA: 1 hour CFP CE

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    Collapse Using Tech to Achieve Operational Excellence

    Join this session to achieve operational excellence! Learn how a tech plan, function chart, workflows, software integration and an open mind will provide clarity and strategies to effectively improve your operations.

    Formats Available: Streaming
    Original Course Date: March 22, 2017
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    Collapse Journal in the Round: Avoiding and Fixing Common Estate Planning Mistakes

    Please note the CE credit is only offered for the live presentation on the date and time of the event

    Join February's  Journal contributor Caroline Demirs Calio J.D., and other experts to discuss what she considers the most common mistakes in estate planning, and how planners can help clients avoid them. Their discussion is followed by a live Q and A, moderated by one of FPA's Knowledge Circle hosts.

    Formats Available: Webinar + Archive
    Original Course Date: March 29, 2017

    Approved Credit:
  • FPA: 1 hour CFP CE

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    Collapse FPA Resource Center: Help Clients Cut the Cost of College!

    Parents say paying for their children’s college education is a top financial goal, sometimes ranking ahead of retirement savings. Relatively few save in 529 plans and even fewer use prepaid tuition 529 vehicles. Private College 529 Plan is not limited by state restrictions and is an option financial advisers should consider when clients want the hope of private higher education for their children.

    Formats Available: Webinar + Archive
    Original Course Date: March 30, 2017
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    Collapse Elder Fraud & Financial Health

    Join Elizabeth Loewy, General Counsel and Senior Vice President of Industry Relations for EverSafe, for a special webinar in which she will focus on ways financial advisers can help prevent fraud and abuse by using common tools such as guardianship, powers of attorney and technology. She will explain how to create a family fortress for clients and their families by utilizing sophisticated technology. Elizabeth will also address the FINRA and NASAA proposals related to senior investors.

    Level of Complexity: Overview

    Formats Available: Event
    Original Course Date: April 12, 2017

    Approved Credit:
  • FPA: 1 hour CFP CE

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    Collapse What Will the Trump Administration Mean for Elder Care?

    Join Harry S. Margolis, Elder Law Attorney at Margolis & Bloom, LLP, for a special webinar in which he will explore the possible policy changes facing older Americans under the new Trump administration, such as: Medicare, Medicaid, repealing the Affordable Care Act, and more. Harry will discuss the proposals set forth by Congress, the likelihood of their success, and their effects on elder care in the United States.

    Level of Complexity: Overview

    Formats Available: Event
    Original Course Date: April 19, 2017

    Approved Credit:
  • FPA: 1 hour CFP CE

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    Collapse Is the Quality of Your Retirement Advice Losing Money for Your Clients?

     

    It's no secret that all retirement calculators are not created equal, and it's been well reported that the same inputs receive varying longevity results across retirement tools. Now, research shows that many of these calculators cheat investors out of six or more years of retirement income by using inefficient drawdown strategies.This discovery comes from the research article, "Tax-Efficient Withdrawal Strategies," published in The Financial Analysts Journal and written by William Meyer, CEO, Retiree Inc., and William Reichenstein, PhD, Co-founder, Retiree Inc. Join Retiree Income for this educational webinar to hear the research authors debunk the conventional wisdom around tax-efficient retirement withdrawals, which suggests that in investor should withdraw funds from one account at a time moving to the next one after the previous is exhausted, starting with tax-deferred accounts and moving to tax-exempt accounts. Meyer and Reichenstein will demonstrate that this conventional wisdom, which many retirement income tools are built on, is not the most tax efficient.

    Level of Complexity: Intermediate

    Formats Available: Webinar
    Original Course Date: May 10, 2017

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Is the Quality of Your Retirement Advice Losing Money for Your Clients?