Financial Planning CPE for CPAs

22

Investing for Retirement Webcast

8:00 a.m. - 4:00 p.m.

CPE Credits: 8-Other

$285
member

$385
nonmember

23

Trusts as Retirement Plan Beneficiaries Webinar

2:00 p.m. - 4:00 p.m.

CPE Credits: 2-Other

$75
member

$101
nonmember

24

SAT

The Best Individual Income Tax Update Course Webinar by Surgent McCoy

9:00 a.m. - 5:00 p.m.

CPE Credits: 8-Tax

$259
member

$359
nonmember

Advanced Cash Flow Analysis Webinar

9:30 a.m. - 5:00 p.m.

CPE Credits: 8-Other

$295
member

$400
nonmember

The Roaring 2020s! Financial Planning at a Whole New Level Webinar

9:30 a.m. - 5:00 p.m.

CPE Credits: 8-Other

$295
member

$400
nonmember

Advanced Cash Flow Analysis Webinar

11:30 a.m. - 7:00 p.m.

CPE Credits: 8-Other

$295
member

$400
nonmember

The Roaring 2020s! Financial Planning at a Whole New Level Webinar

11:30 a.m. - 7:00 p.m.

CPE Credits: 8-Other

$295
member

$400
nonmember

27

TUE

The Best Individual Income Tax Update Course Webinar by Surgent McCoy

9:00 a.m. - 5:00 p.m.

CPE Credits: 8-Tax

$259
member

$359
nonmember

28

WED

Tax Considerations in Personal Financial and Investment Planning Webinar

12:00 p.m. - 1:00 p.m.

CPE Credits: 1-Tax

$49
member

$74
nonmember

29

Securing a Comfortable Retirement in the Age of Spending Webinar

9:00 a.m. - 5:00 p.m.

CPE Credits: 4-Tax; 4-Other

$259
member

$359
nonmember

29

Making the Transition to Advisory Services Webinar

10:00 a.m. - 12:00 p.m.

CPE Credits: 2-Other

$79
member

$104
nonmember

30

The Best Individual Income Tax Update Course Webinar by Surgent McCoy

9:00 a.m. - 5:00 p.m.

CPE Credits: 8-Tax

$259
member

$359
nonmember

30

After the SECURE Act: Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses Webinar

1:00 p.m. - 3:00 p.m.

CPE Credits: 2-Tax

$89
member

$114
nonmember

31

SAT

Individual and Financial-Planning Tax Camp Webinar

9:00 a.m. - 5:00 p.m.

CPE Credits: 8-Tax

$259
member

$359
nonmember

2

The Best Individual Income Tax Update Course Webinar by Surgent McCoy

9:00 a.m. - 5:00 p.m.

CPE Credits: 8-Tax

$259
member

$359
nonmember

2

Personal Financial Planning Update: Investments Webinar

1:30 p.m. - 3:30 p.m.

CPE Credits: 2-Other

$75
member

$101
nonmember

2

Defined Benefit Plans: Tax Saving Opportunities Webinar

2:00 p.m. - 4:00 p.m.

CPE Credits: 2-Other

$75
member

$101
nonmember

4

WED

Financial, Regulatory, and Reporting Issues in Coronavirus Recovery Webinar

8:00 a.m. - 1:00 p.m.

CPE Credits: 4-A&A

$220
member

$280
nonmember

5

Personal Financial Planning Conference - Webcast

7:45 a.m. - 4:00 p.m.

CPE Credits: 1-Tax; 7-Other

$345
member

$445
nonmember

5

The Best Individual Income Tax Update Course Webinar by Surgent McCoy

11:30 a.m. - 7:30 p.m.

CPE Credits: 8-Tax

$259
member

$359
nonmember

Top 10 Things Financial Planners Need to Know About Estate Planning Webinar

9:30 a.m. - 5:00 p.m.

CPE Credits: 8-Tax

$295
member

$400
nonmember

Retirement Advising: Accumulation and Decumulation Strategies Webinar

9:30 a.m. - 5:00 p.m.

CPE Credits: 8-Other

$295
member

$400
nonmember

Cash and Credit Management Webinar

9:30 a.m. - 5:00 p.m.

CPE Credits: 8-A&A

$295
member

$400
nonmember

Top 10 Things Financial Planners Need to Know About Estate Planning Webinar

11:30 a.m. - 7:00 p.m.

CPE Credits: 8-Tax

$295
member

$400
nonmember