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Retirement Planning

Educate yourself and your clients with these webinars for the latest updates, news tips, and tricks for planning a successful retirement.

Live CPE Webinars

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August 27, 2024 4:00PM EDT
PORTFOLIO MONITORING, BENCHMARKING, AND ANALYSIS
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
September 5, 2024 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT: SOCIAL SECURITY
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
September 9, 2024 4:00PM EDT
EVOLVING RETIREMENT LAW: THE CHALLENGES, THE CHANGES & YOUR CHOICES
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
September 11, 2024 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT MASTER CLASS: PART 1
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
September 12, 2024 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT MASTER CLASS: PART 2
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
September 12, 2024 4:00PM EDT
SMART WOMEN RETIRE RIGHT
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
September 16, 2024 4:00PM EDT
LIFE INSURANCE PLANNING IN 2024: A GUIDE FOR CPAs
Lee Slavutin, MD, CLU (STERN SLAVUTIN 2, INC.)
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1.5
FREE
September 21, 2024 11:00AM EDT
GETTING SAFELY THROUGH RETIREMENT: MASTER CLASS
Dave Hall (RETIREMENT RISK ADVISORS)
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4.0
FREE
September 26, 2024 10:00AM EDT
GETTING SAFELY THROUGH RETIREMENT: MEDICARE AND LONG-TERM CARE
Dave Hall (RETIREMENT RISK ADVISORS)
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1.5
FREE
September 26, 2024 4:00PM EDT
BRAND NEW COURSE!
DIRECT INDEXING: REVOLUTIONIZING INVESTMENT STRATEGIES
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
September 28, 2024 11:00AM EDT
THE CHANGING WORLD OF RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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4.0
FREE
September 30, 2024 5:00PM EDT
BRAND NEW COURSE!
TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
October 9, 2024 5:00PM EDT
RETIRE RIGHT SERIES: 7 THINGS TO CONSIDER FOR RETIRING IN THE NEXT 3-5 YEARS
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
October 10, 2024 4:00PM EDT
DON'T PLAY THE LOTTERY WITH YOUR RETIREMENT: 5 LESSONS LEARNED
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
October 24, 2024 5:00PM EDT
ROTH CONVERSIONS: NOT JUST FOR THE YOUNG AT HEART
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
November 4, 2024 4:30PM EST
LIFE INSURANCE PLANNING IN 2024: A GUIDE FOR CPAs
Lee Slavutin, MD, CLU (STERN SLAVUTIN 2, INC.)
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1.5
FREE