Day of CE: November 16, 2021, 12pm-6pm ET

*** REGISTRATION IS CLOSED ***

Six hours of CFP® Continuing Education November 16, 2021, 12:00 pm – 6:00 pm ET, with classes taught by Brett Danko. The class bundle fulfills six (6) CE hours toward the CFP® Board’s CE requirement for maintaining your CFP® Certification.

Continuing Education Includes:

  • Tax Proposals/New Legislation
  • College Planning and Funding
  • Behavioral Finance
  • Helping Clients Achieve Their Goals After Death: Estate Planning, Estate Documents, Gifting, Trusts, Charitable Foundations

Price for all the courses is $349.00, and even less for Audio/Video Insights subscribers, $299.00. To make it even easier, we take care of the paperwork for you by submitting credit hours directly to the CFP® Board once you have completed the survey right after the teleconference.  Please Note: CFP Only. No State Insurance CE Credits.


THE "HOW TO CALL IN" INFORMATION WILL BE EMAILED THE DAY BEFORE THE CALL (NOV 15) AND AGAIN ON THE DAY OF THE CALL (NOV 16) AS A REMINDER.

Please Note: If you are able to access the screen-share you can follow along on screen. However, if the screen-share is blocked, you will need to follow along with a PowerPoint presentation or on a printable handout that will be provided on 15th & 16th with the "How to Call In" information.


Please call in fifteen minutes prior to the scheduled start time so we can begin promptly.

*Registration for this CE Course will close at 10am Eastern Time on November 16th.  There is no Late Registration!

Since this is a live teleconference, you must participate at the specified date and time.