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Trust, Estate & Financial Planning Continuing Education Webinars

Courses for CFP, EA, Tax Pros, PFS and other Trust, Estate and Financial Professionals

6926+

No. of Hours

6925.5

CPE Approved

89

No. of courses

0

Enrolled

  • Courses Approved by CFP Board, NASBA, IRS, TSBPA, NYSED, VSCPA, FICPA, ACBWA other regulating bodies.
  • Learn suitable strategies for financial planning with real world examples from the experts of the subject
  • Eligible course for multiple credits
  • Up-to-moment tax related content to stay ahead in your profession
  • Put your learning into your professional practice and win clients
  • Instant CPE Certification
  • Wide variety of topics available for selection.

Upcoming Webinars

PREMIUM
Estate Planning for ESOP Sellers, Considerations for Closely Held Business Owners

Estate Planning for ESOP Sellers, Considerations for Closely Held Business Owners

  • May 13, 03:30 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 5 (3)
PREMIUM
Retire Right: Mastering the Art of Holistic Financial Planning

Retire Right: Mastering the Art of Holistic Financial Planning

  • May 14, 09:30 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.7 (47)
FREE
Tax Landscape over Financial Planning - How Proposed And Recently Passed Tax Changes Affect The Financial Plan

Tax Landscape over Financial Planning - How Proposed And Recently Passed Tax Changes Affect The Financial Plan

  • May 15, 03:00 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.4 (223)
PREMIUM
Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

  • May 16, 11:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.7 (642)
PREMIUM
Passive Activities & Rental Real Estate Income Tax Issues

Passive Activities & Rental Real Estate Income Tax Issues

  • May 20, 12:00 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.6 (633)
PREMIUM
Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

  • May 23, 12:00 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.7 (642)
PREMIUM
Passive Activities & Rental Real Estate Income Tax Issues

Passive Activities & Rental Real Estate Income Tax Issues

  • May 27, 09:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.6 (633)
PREMIUM
How Much Is Too Much to Pay a Trustee or How to Avoid Being a Knucklehead

How Much Is Too Much to Pay a Trustee or How to Avoid Being a Knucklehead

  • May 28, 02:30 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
Register
  • 4.5 (11)
PREMIUM
Risk Mitigation for the Successor Trustee or War Stories of an Expert Witness

Risk Mitigation for the Successor Trustee or War Stories of an Expert Witness

  • May 29, 11:30 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.5 (8)
FREE
Leaving a Legacy: How to Pass Assets to The Next Generation

Leaving a Legacy: How to Pass Assets to The Next Generation

  • May 29, 11:30 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.6 (91)
PREMIUM
Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

  • May 30, 09:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.7 (642)
FREE
Estate Planning for Cannabis Business Owners

Estate Planning for Cannabis Business Owners

  • May 30, 01:30 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • TEP
  • ChFC
  • CSA
Register
  • 4.7 (21)

Self Study Webinars

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