Expiration Date
Course Title
Credits
Fee
Self-Study CPE
May 6, 2025
2.0
$60.00
May 6, 2025
2.0
$60.00
May 2, 2025
1.0
$30.00
May 2, 2025
3.0
$90.00
Member Resources
Post Date
Name
Fee
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
Date
Course Title
Hours
Fee
November 30, 2024
IRAs AND THE SECURE ACT: PLANNING FOR POST-MORTEM DISTRIBUTIONS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
1.0
FREE
November 30, 2024
UNDERSTANDING PORTABILITY: TAX-EFFICIENT WEALTH TRANSFER STRATEGIES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
1.0
FREE
June 28, 2024
1.0
FREE
June 28, 2024
1.0
FREE
June 28, 2024
1.0
FREE
