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NEW! Annual Learning Pass: Maximum learning at minimum cost
Secure your access to NAPFA webinars and in-person events bringing you the best in industry trends from experts you know and trust, helping you stay current in tax planning, investments, practice management and more. Genesis webinars not included.
Learning Pass Benefits:
- Access to all live webinars for (1) year
- 10% discount on NAPFA events
- On-demand access if you miss the live event (Pending speaker permission. Live only webinars will be noted.
*The Webinar Subscription may not be cancelled once you have attended a webinar.
October 2021
How Federal and State Programs Are Affecting Long-Term Care Insurance
Tuesday, October 19, 2021 3:00 PM (2:00 PM CT, 12:00 PM PT)
Presented by: Brian Gordon, CLTC, President of Murray A. Gordon & Associates (MAGA Ltd.) Long Term Care Planning
1 NAPFA CE in B – Insurance & Risk Management and 1 CFP® CE
Member: Free; Non-Member: $39
Tax-Planning Impact of Reconciliation Bill and What Clients Need to Know Today
Wednesday, October 20, 2021 3:00 PM (2:00 PM CT, 12:00 PM PT)
Presented by: John Schuman, JD, CFP®, CPA, Chief Planning Officer, Chief Compliance Officer, Co-CEO, Budros Ruhlin Roe
1 NAPFA CE in D – Income Tax Planning, 1 CFP® CE, 1 EA, and 1 NASBA CE (field of study: Taxes)
Member: $39; Non-Member: $59
November 2021
Working with the Media: How to Endear Yourself to (or Alienate) a Journalist
Thursday, November 11, 2021 4:00 PM ET (3:00 PM CT, 1:00 PM PT)
Panelists: Gail MarksJarvis, Taylor Tepper, Liz Weston
Playbook Emcee: Marie Swift, Impact Communications
1 NAPFA CE in K – Marketing and Practice Management
Member: Free; Non-Member: $39
This is part of the NAPFA 2021 Playbook Series sponsored by Allianz.
December 2021
Roundup of Best Ideas from NAPFA’s 2021 Playbook Series
Thursday, December 09, 2021 4:00 PM ET (3:00 PM CT, 1:00 PM PT)
Presented by: Jonny Swift, Impact Communications
Playbook Emcee: Marie Swift, Impact Communications
1 NAPFA CE in K – Marketing and Practice Management
Member: Free; Non-Member: $39
This is part of the NAPFA 2021 Playbook Series sponsored by Allianz.
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**Webinar titles subject to change.