Expiration Date
Course Title
Credits
Fee
Self-Study CPE
August 29, 2024
2.0
$60.00
August 23, 2024
0.5
$15.00
August 18, 2024
1.0
$30.00
August 14, 2024
RETIREMENT MASH-UP: EXPERT STRATEGIES FOR MODERN RETIREMENT READINESS
Dave Hall (RETIREMENT RISK ADVISORS)
Dave Hall (RETIREMENT RISK ADVISORS)
0.5
FREE
August 4, 2024
1.0
$30.00
Publications
Publication Date
Name
Fee
Member Resources
Post Date
Name
Fee
Demo: Cyber-Security Platform - Easy To Secure And Control Client Data
Practice Protect
View Details
Practice Protect
View Details
FREE
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
Date
Course Title
Hours
Fee
June 5, 2024
1.0
FREE
June 5, 2024
BECOMING A CHERISHED ADVISOR®: HOW TO GROW & SCALE A CAS PRACTICE
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
1.0
FREE
June 5, 2024
BUILDING A COMPREHENSIVE, EFFECTIVE AND EXPERTLY CRAFTED RETIREMENT PLAN
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
1.5
FREE
June 5, 2024
1.0
FREE
June 5, 2024
HOW TO TALK TO YOUR CLIENTS ABOUT TAX PREPARATION OUTSOURCING AND 7216 CONSENT
Pete Miele (SUREPREP)
Pete Miele (SUREPREP)
1.0
FREE
