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Date
Course Title
Credits
Fee
July 13, 2023 4:00PM EDT

WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (Keebler & Associates, LLP)
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1.5
FREE
July 18, 2023 11:00AM EDT

EVOLVING RETIREMENT LAW WITH SECURE ACT 2.0: THE CHALLENGES, CHANGES & CHOICES
Dave Hall (Retirement Risk Advisors)
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1.0
FREE
July 19, 2023 12:00PM EDT

2022 RETURNS: FUNDAMENTALS OF INCOME TAXATION OF TRUSTS & FORM 1041 PLANNING
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (Keebler & Associates, LLP)
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2.0
$40.00
July 19, 2023 2:00PM EDT

INCREASE YOUR MARGINS AND VALUE WITH AP AUTOMATION
Don Thompson (BILL)
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1.0
FREE
July 19, 2023 4:00PM EDT

THE EARN ACT (SECURE 2.0): ENHANCING AMERICAN RETIREMENT NOW
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (Keebler & Associates, LLP)
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1.0
FREE
July 20, 2023 2:00PM EDT

ESOP OVERVIEW FOR OWNERS, CFOs & CPAs
Phillip DeDominicis (Menke And Associates, Inc)
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2.0
FREE
July 21, 2023 11:00AM EDT

THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT
Dave Hall (Retirement Risk Advisors)
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1.0
FREE
July 24, 2023 11:00AM EDT

TAKE CONTROL OF YOUR RETIREMENT WITH A SELF-DIRECTED PLAN
Dave Hall (Retirement Risk Advisors)
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1.0
FREE
July 25, 2023 1:00PM EDT
ONE DATE ONLY!

QUALIFIED OPPORTUNITY ZONE PROGRAM OVERVIEW
Jeffrey Bangerter (Bangerter Financial Services, Inc.)
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1.0
FREE
July 27, 2023 11:00AM EDT

ROTH IRAs: A GREAT OPTION FOR MOST RETIREES
Dave Hall (Retirement Risk Advisors)
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1.0
FREE
July 27, 2023 12:00PM EDT

ETHICS AND LEADERSHIP FOR ACCOUNTANTS
Herb Rubenstein (Herb Rubenstein Consulting)
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2.0
$40.00
July 27, 2023 2:00PM EDT

STREAMLINE YOUR FIRM TECH STACK & BE A FIRM HERO
Mike Cuffle (SafeSend)
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1.0
FREE
July 28, 2023 12:00PM EDT

TO BE OR NOT TO BE ETHICAL: WHY ARE SOME FACED WITH THIS QUESTION?
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (Badeau Consulting)
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2.0
$40.00
August 1, 2023 10:00AM EDT

THE TRUTH ABOUT REVERSE MORTGAGES: EVERYTHING YOU NEED TO KNOW
Dave Hall (Retirement Risk Advisors)
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1.5
FREE
August 3, 2023 11:00AM EDT

CHANGE MANAGEMENT AND RESTRUCTURING ORGANIZATIONS
Michael Gregory (Michael Gregory Consulting LLC)
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1.0
FREE
August 3, 2023 2:00PM EDT

STREAMLINE YOUR FIRM TECH STACK & BE A FIRM HERO
Mike Cuffle (SafeSend)
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1.0
FREE
August 8, 2023 4:00PM EDT
ONE DATE ONLY!

MAXIMIZE RETIREMENT CASH FLOW USING A 3 BUCKET SYSTEM
Dave Hall (Retirement Risk Advisors)
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1.0
FREE
August 10, 2023 2:00PM EDT

DIGITAL WORKPAPER PREP WITH TICTIE CALCULATE®
Steven Lyon (SafeSend)
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1.0
FREE
August 15, 2023 11:00AM EDT

OVERCOMING YOUR INNER DEBBIE DOWNER
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (Badeau Consulting)
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1.0
FREE
August 16, 2023 10:00AM EDT

EVOLVING RETIREMENT LAW WITH SECURE ACT 2.0: THE CHALLENGES, CHANGES & CHOICES
Dave Hall (Retirement Risk Advisors)
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1.0
FREE