Day of CE: September 17, 2024, 12pm-5pm ET

Price: $359.00

(Additional $20 per CFP® or IAR reporting)

Five hours of CFP® and IAR continuing education on September 17, 2024, 12:00 pm – 5:00 pm ET, with class taught by Brett Danko.

The class fulfills five (5) CE hours toward the CFP Board’s CE requirement for maintaining your CFP® certification, and is also available for five (5) CE hours toward IAR continuing education.

Topics will include:

  • Current Legislative and Economic Update
  • Alternative Investments – Opportunity and Risk
  • Financial Planning for Clients with Special Needs Dependents
  • Medicaid Planning
  • Questions and Group Discussion

Course Price is $359 and even less for Video Insights subscribers; only $319
(Additional $20 per CFP® or IAR reporting)

To make it even easier, we take care of the paperwork for you by submitting credit hours directly to the IAR and/or CFP Board for you.

Please Note: CFP and IAR only. No State Insurance CE Credits.


THE "HOW TO CALL IN" INFORMATION WILL BE EMAILED THE DAY BEFORE THE CALL (September 16) AND AGAIN ON THE DAY OF THE CALL (September 17) AS A REMINDER.

*Registration for this CE Course will close at 10:00am Eastern Time on September 17.  There is no Late Registration!

Since this is a live teleconference, you must participate at the specified date and time. This teleconference WILL NOT be recorded.

Join Zoom Meeting
https://us06web.zoom.us/j/81886818841?pwd=BUGcq6YBUXCmcxRJMnM48ShX3t1tLI.1&from=addon

Meeting ID: 818 8681 8841
Passcode: 213311

One tap mobile
+13126266799,,81886818841#,,,,*213311# US (Chicago)
+13017158592,,81886818841#,,,,*213311# US (Washington DC)

Dial by your location
• +1 312 626 6799 US (Chicago)
• +1 301 715 8592 US (Washington DC)
• +1 213 338 8477 US (Los Angeles)

 

Please contact dawns@brettdanko.com with any questions.


 

Course Price: $359. Add reporting credit hours for CFP® and/or IAR for $20 each.
 

Please enter NA if you are not a CFP.
For IAR credit reporting