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Retirement Planning Courses for CPE Credit

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Estate Planning With Selected Issues 2023
Estate Planning With Selected Issues 2023
Course Number: 5042023
Credits: 20
This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance..
Fast Track Retirement Planning 2023
Fast Track Retirement Planning 2023
Course Number: 4702023
Credits: 17.0
We are all (including tax practitioners) getting older, and the need for effective retirement planni..
IRAs, 401(k)s And Other Retirement Plans 16Th Edition
IRAs, 401(k)s And Other Retirement Plans 16Th Edition
Course Number: 2102023
Credits: 10
Save your nest egg from the IRS Whether you’re approaching retirement, changing jobs, or simply l..
Make Your Own Living Trust 16th Edition
Make Your Own Living Trust 16th Edition
Course Number: 1962023
Credits: 20
You can use a living trust to name beneficiaries for property and set up property management for you..
New Rules for Estate, Retirement, and Tax Planning 6th Edition
Estate, Retirement, and Tax Planning continues this tradition, covering such topics as trusts, ..
Plan Your Estate 16th Edition
Plan Your Estate 16th Edition
Course Number: 1942022
Credits: 15
This book explains estate planning in plain English, step by step, option by option. Once you know y..
Private Wealth Management Ninth Edition
Private Wealth Management Ninth Edition
Course Number: 247041
Credits: 30
This course contains the information you need to understand each of today’s key financial planning i..
Social Security Explained 2024
Social Security Explained 2024
Course Number: 1122024
Credits: 10
The 2024 Edition of Social Security Explained provides a succinct, comprehensive..
Social Security, Medicare and Government Pensions 29th Edition
Your complete guide to Social Security retirement and medical benefits The rules for claim..
The Complete Book of Trusts 3rd Edition
The Complete Book of Trusts 3rd Edition
Course Number: 199021
Credits: 20
Trusts are powerful and flexible financial planning tools, and this new edition of The Complete Book..