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Life Settlements: Today's Issues and Opportunities
When your client's situation changes, consider the secondary market for life insurance policies.
Jamie L. Mendelsohn Jamie L. Mendelsohn
Interesting Cases in Family Law
Learn by example.....the Family Courts are ripe with cases that help to round of a planners legal knowledge.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Prenuptial Agreements
Addressing pre and post marital planning.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Considerations in Owning Rental Property
Understanding the financial, legal, tax and insurance elements of owning rental property.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Financial Considerations for Unwed Parents
In a modern-family world, planners should be aware of the needs of unwed parents.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Special Needs Planning & Applicable Social Security Benefits
Planning to qualify for maximizing Social Security Benefits for Special Needs
Sara A. Schimke, Esq. Sara A. Schimke, Esq.
Understanding Veterans Benefits
Enhanced Veterans Benefit Planning
Sara A. Schimke, Esq. Sara A. Schimke, Esq.
The Basics of Income Planning
The elements of a families retirement income plan.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Ten Ways to Mitigate Financial Loss in Divorce
What every financial planning professional should consider when their clients face divorce.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
The Missing Piece of Financial Planning: Prop. & Casualty Insurance
The Importance of Careful Risk Management
Brian Boak, CPRIA, CLU Brian Boak, CPRIA, CLU
Addressing a Long-Term Care Event
Understand important elements of addressing a long-term care event.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
The Three Worlds of Savings and Investing
Learn a step-by-step process to communicate the relationship between investments and savings vehicles.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
The Key Estate Planning Documents
Wills, Trusts, Powers of Attorneys
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Foundations: Overview to Financial Planning Single Topic
Single Topic Course Only
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$295
Foundations: Estate Planning Single Topic
Single Topic Course Only
Tricia L. Lincoln, Esq. Tricia L. Lincoln, Esq.
$295
Foundations: Income Tax Single Topic
Single Topic Course Only
Ruth Raftery, JD, CPA Ruth Raftery, JD, CPA
$295
Foundations: Risk Management Single Topic
Single Topic Course Only
Terry Altman,CFP,CLU Terry Altman,CFP,CLU
$295
Foundations: Income Planning Single Topic
Single Topic Course Only
James Knaus, CFP, RICP James Knaus, CFP, RICP
$295
Foundations: Emp. Benefits, Social Security, Medicare Single Topic
Single Topic Course Only
Mark T. Wise, CFP, CRPC Mark T. Wise, CFP, CRPC
$295
Foundations: Investment Planning Single Topic
Single Topic Course Only
Donald Denstaedt, CFP Donald Denstaedt, CFP
$295
Foundations: College Planning Single Topic
Single Topic Course Only
D. Andrew Hickman D. Andrew Hickman
$295
The Income Planner's Toolbox
Learn the Art and Science of Income Planning from Two Experienced Advisors!
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$1,495
(1) Alternative Investments Toolbox
Learn about various Alternative Investment Vehicles
Richard Hillson Richard Hillson
$1,495