Day of CE: September 16, 2025, 11am-5pm ET

Date:

-

Location:

Zoom Webinar

Price:

$419.00

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

Course Price is $419 and even less for Video Insights subscribers; only $379. (Additional $20 per CFP® or IAR reporting).  

No coupon code needed for Video Insights subscribers - your discount is automatically applied.

To make it even easier, we take care of the paperwork for you by submitting credit hours directly to FINRA and/or the 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 15) AND AGAIN ON THE DAY OF THE CALL (September 16) AS A REMINDER.

*Registration for this CE Course will close at 10:00am Eastern Time on September 16. 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/84911301090?pwd=tZGVVBYqTJLDBkPcZ7KxMlIy8Mia7y.1&from=addon

Meeting ID: 849 1130 1090
Passcode: 124058

One tap mobile
+13017158592,,84911301090#,,,,*124058# US (Washington DC)
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Dial by your location
• +1 301 715 8592 US (Washington DC)
• +1 312 626 6799 US (Chicago)
• +1 213 338 8477 US (Los Angeles)
 

Please contact Dawn Shannon (dawns@brettdanko.com) with any questions. 

What Our Students Say:

"John - I wanted to reach out to thank you personally for your help with the exam. Our tutoring session, the Boston Live Review and all of your calls were so through and your examples kept popping into my head as I was testing! I had a lot going on personally and changes at work, and some how managed to pull it off with a pass. I can only attribute it to the care and support of you and the Danko team."

D.M.

"Thank you so much John, your guidance was invaluable."

M.H.

"Can't say enough good things about the quality of the study materials - I feel extremely prepared."

B.D.

Ready to PASS the CFP® Exam?

Insightful. Dynamic. Effective. 

Our classes are impactful, engaging, and filled with the latest case studies, all taught with the most up-to-date and comprehensive materials.

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Already a CFP® Pro?

Check out our Continuing Education programs.

About Us

Brett Danko is not just a teacher, he is an active financial planner, just like you. He runs a successful Registered Investment Advisor, Main Street Financial Solutions, LLC, where he manages and advises his own clients. His advice and feedback is rooted in real world, real time experience. Brett doesn’t just teach, he puts his words into action. He is also an independent financial planner, so he can provide timely, unbiased options and opinions.

Learn More

Contact Us

Call Us:
609-303-3736 

Email Us: 
david@brettdanko.com

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