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September 2021

Advisor Well-Being Impacts Client & Firm Outcomes: How You Can Optimize Success

Thursday, September 23, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)

Presented by: Dr. Jody Jacobson, Founder and CEO of The Human Skills Institute
1 NAPFA CE in L – Strategic Thinking
Member: Free; Non-Member: $59

Regster Here

AARP BankSafe: Empower Advisors & Fight Exploitation

Wednesday, September 29, 2021 3:00 PM (2:00 PM CT, 12:00 PM PT)

Presented by: Jilenne Gunther, MSW, JD, National Director of BankSafe, AARP
0.5 NAPFA CE in K – Marketing and Practice Management
Member: Free; Non-Member: Free

This webinar is a repeat of NAPFA’s March 31st webinar on AARP's BankSafe program, so duplicate CE credit will not be awarded.

Register Here

Sweeping Tax Law Implications for IRA's

Thursday, September 30, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)

Presented by: Kelly LaVigne, JD/Vice President, Advanced Markets and Solutions
1 NAPFA CE in E – Retirement Planning, and 1 CFP® CE
Member: Free; Non-Member: $39

This webinar is sponsored by Allianz.

Register Here

October 2021

Helping Clients Plan for Higher Education Expenses

Wednesday, October 06, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)

Presented by: Jonathan Sparling, Director of Strategic Partnerships; Gail Holt, Dean on Financial Aid at Amherst College
1 NAPFA CE in A – Financial Planning Process and 1 CFP® CE
Member: Free; Non-Member: Free

This is a Partner Solutions webinar sponsored by Private College 529 Plan

Register Here

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

Register Here

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**Webinar titles subject to change.