SIX hours of CFP® and IAR continuing education on September 16, 2025, 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 six (6) CE hours toward IAR (Products and Practices) continuing education.
Topics will include:
- Current legislative and economic update
- Discussion of new tax act (OBBB) and how it can affect your clients
- Secure Act 2.0 2025/2026 provisions/RMD requirements
- Cashflow and tax considerations of retirees (w/planning examples)
- Alternative investments and annuities in retirement plans
- Questions/concerns from the group