Expiration Date
Course Title
Credits
Fee
Self-Study CPE
June 7, 2025
4.0
$120.00
June 5, 2025
1.5
$45.00
June 3, 2025
2.0
$60.00
May 28, 2025
2.0
$60.00
May 23, 2025
1.0
$30.00
Series
Name
Estate Planning
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Publications
Publication Date
Name
Fee
Member Resources
Post Date
Name
Fee
The Financial Mindset Fix: Mental Health for Financial Wealth
Joyce Marter Enterprises, Inc
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Joyce Marter Enterprises, Inc
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$147.00
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
Date
Course Title
Hours
Fee
June 17, 2024
WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
1.5
FREE
June 17, 2024
NAVIGATING SOC 2 COMPLIANCE: PURPOSE, PROCESS, TIMELINE, AND COMMON PITFALLS
Scott Mahoney (WITHUMSMITH+BROWN, PC)
Scott Mahoney (WITHUMSMITH+BROWN, PC)
1.5
FREE
June 17, 2024
1.0
FREE
June 17, 2024
1.0
FREE
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