SIX hours of CFP® and IAR continuing education on February 26, 2026, 11:00 am – 5:00 pm ET, with class taught by Brett Danko.
The class fulfills six (6) CE hours toward the CFP Board’s CE requirement for maintaining your CFP® certification, and is also available for three (3) CE hours toward IAR (Products and Practices) and three (3) CE hours towards IAR (Ethics and Professional Responsibility).
Topics:
- IAR Products and Practices
- Estate Planning and Philanthropy
- Current State of the Economy
- Current Legislative Changes, considering Midterm Elections, etc.
- Current Tax Law Changes and Issues
- OBBB
- Financial Psychology
- IAR Ethics and Professional Responsibility
- Financial Planning and Guidance for Clients in Cognitive Decline
- Fraud and Identity Theft
- Special Needs Planning
