Expiration Date
Course Title
Credits
Fee
Self-Study CPE
January 22, 2026
1.0
$30.00
January 15, 2026
1.5
$45.00
January 10, 2026
1.0
$30.00
January 9, 2026
1.0
$30.00
January 1, 2026
4.0
$120.00
Member Resources
Post Date
Name
Fee
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
Date
Course Title
Hours
Fee
2024 GIFT TAX RETURNS: FORM 709
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
2.0
$30.00
January 28, 2025
2025 MARKET OUTLOOK: STRENGTHS, WEAKNESSES, OPPORTUNITIES, AND MORE
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
1.5
FREE
January 28, 2025
1.0
FREE
January 28, 2025
BECOMING TECH SAVVY: THE POWER OF TECHNOLOGY FOR WEALTH MANAGEMENT FIRMS
Carlos Dias Jr. (DIAS WEALTH)
Carlos Dias Jr. (DIAS WEALTH)
1.0
FREE
January 28, 2025
1.0
FREE
