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CE203 - Win-Win Estate Planning (While Keeping the Tax Man at Bay)
Date/Time:
October 26, 2009 1:45pm - 3:45pm
104 CE - Investing Qualified Plan Money
Date/Time:
October 31, 2008 9:45am - 11:45am
Length:
01h 30m 32s -
26 Slides
203 CE - The Ethics Course
Date/Time:
October 31, 2008 1:30pm - 3:30pm
Length:
55m 40s -
41 Slides
PS 101 - An Aid to the Ethical Planner: Life Expectancy Evaluations and How They Help You Meet Your Fiduciary Obligations
Date/Time:
October 31, 2008 3:45pm - 4:45pm
Length:
29m 52s -
54 Slides
rating
CE103 - Simply DI
Date/Time:
September 27, 2007 9:45am - 11:45am
Length:
01h 53m 07s -
83 Slides
rating
CE104 - Qualified Plan Transfers: A Simple Solution to a Complex Estate Problem
Date/Time:
September 27, 2007 9:45am - 11:45am
Length:
01h 42m 00s -
62 Slides
CE202 - Mistakes in Estate and Business Planning: When Yesterday's Solutions Become Today's Problems
Date/Time:
September 27, 2007 3:30pm - 5:30pm
Length:
01h 58m 59s -
93 Slides
CE204 - Better Than Ever: Qualified Plans after the Pension Protection Act
Date/Time:
September 27, 2007 3:30pm - 5:30pm
Length:
01h 48m 40s -
132 Slides
CE305 - Deferred Compensation: The Perfect Sale
Date/Time:
September 28, 2007 1:30pm - 3:30pm
Length:
01h 37m 09s -
33 Slides
PD203 - Why Worksite Marketing Needs a Change in Name and Philosophy
Date/Time:
September 27, 2007 3:30pm - 5:30pm
Length:
01h 52m 36s -
1 Slide
PS204 - The Pension Protection Act: Opening New Doors for Long-Term Care Planning
Date/Time:
September 28, 2007 7:00am - 7:50am
Length:
49m 40s -
20 Slides
