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Field of Study:
- Specialized Knowledge
Description:
This course has been developed to give the agent a complete understanding of the importance of developing a retirement income plan for their clients. The course will consist of five sections: Secti ...Program Level:
IntermediateDelivery Method:
- Group Live
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Clients need assistance in naming beneficiaries of their retirement accounts. In addition, the rules are not that simple for the beneficiary who inherits a qualified plan, IRA or Roth IRA. In this cla ...Program Level:
BasicDelivery Method:
- Group Internet Based
- Group Live
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Eventually, funds in qualified plans and IRAs must be distributed to avoid substantial penalties. In this webinar, you’ll learn about the rules regarding making distributions from qualified plans and ...Program Level:
BeginnerDelivery Method:
- Group Internet Based
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Retirement Plan Errors - How to Prevent and Correct Errors in 2016: An Update LIVE Webcast
17-Nov-2015 The Knowledge Group, LLCField of Study:
- Personnel/Human Resources
Credit Hours:
- 1 - 4 credits
Description:
In this two hour, LIVE Webcast, a panel of distinguished professionals and thought leaders assembled by The Knowledge Group will review and discuss Retirement Plan Errors under the EPCRS. This interac ...Delivery Method:
- Group Internet Based
Location:
- NJ
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortabl ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Get ready for the silver tsunami! Like beached grunion--many ill prepared as they leave the waters of employment--baby boomers are washing up on the shores of retirement in huge numbers. Don't laugh-- ...Delivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortabl ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Personnel/Human Resources
Credit Hours:
- 21 + credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortabl ...Program Level:
OverviewDelivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Designed to improve the quality of services to clients and the profitability of engagements, this presentation integrates federal taxation with retirement planning. The emphasis is on practical simpli ...Program Level:
OverviewDelivery Method:
- QAS Self Study
Location:
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
At this webinar, financial professionals see the durability of various retirement portfolio designs tested over 55 rolling 35-year periods. Also shown is the performance of various portfolios in achie ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
At this session, Dr. Craig Israelsen, an expert on index investing, evaluates the performance of various retirement portfolio designs over recent and long-term time frames. You'll learn about: Vario ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Working with and modifying the variables discussed in Class 1 into the Retirement Portfolio Analyzer, participants learn how to summarize a retiree's expected results over rolling 25-year periods for: ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Dr. Israelsen illustrates longevity using 'radar graphs' to illustrate various withdrawal rates over rolling 25-year periods. Several of the illustrations models deal with the challenge fiduciaries fa ...Delivery Method:
- Group Internet Based
-
Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods
24-Mar-2016 Advisors4AdvisorsField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
How long will a portfolio last? Based on 90 years of data, from 1926 to 2015, and withdrawal rates ranging from 3% to 8% annually, we'll review the results of various portfolios and examine their surv ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
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