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CE202 - Retiree Health Care: A Survey of Options and Issues
Date/Time:
October 8, 2010 1:45pm - 3:45pm
CE203 - My Business is My Main Asset. I Want to Retire. Now What?
Date/Time:
October 8, 2010 1:45pm - 3:45pm
CE301 - Asset Protection: Avoiding the Land Mines
Date/Time:
October 9, 2010 9:45am - 11:45am
CE303 - Annuities: Love 'em or Leave 'em, You Just Can't Outlive Them
Date/Time:
October 9, 2010 9:45am - 11:45am
PD505 - Developing and Managing a 401(k) Advisory Practice
Date/Time:
October 10, 2010 7:15am - 9:15am
SIB02 - Employee Benefits/Qualified Plans
Date/Time:
October 9, 2010 8:30am - 9:30am
CE204 - Case Study: The "Where's Waldo?" of Retirement Planning
Date/Time:
October 26, 2009 1:45pm - 3:45pm
CE504 - Being a Fiduciary in Turbulent Times: Recognizing the Roadblocks and Making the Right Turns
Date/Time:
October 28, 2009 7:15am - 9:15am
103 CE - Creative Executive Benefit Techniques
Date/Time:
October 31, 2008 9:45am - 11:45am
Length:
01h 53m 25s -
114 Slides
104 CE - Investing Qualified Plan Money
Date/Time:
October 31, 2008 9:45am - 11:45am
Length:
01h 30m 32s -
26 Slides
302 CE - Defined Benefit Plans for the Small Closely Held Business Owner
Date/Time:
November 1, 2008 9:45am - 11:45am
Length:
01h 42m 39s -
86 Slides
PS 103 - Legal 4129e(93) Plans and Noncompliant 412(i) Plans: Fully Insured Defined Benefit Plans for Financial Professionals
Date/Time:
October 31, 2008 3:45pm - 4:45pm
Length:
55m 37s -
32 Slides
PS 104 - Cash Balance Plans
Date/Time:
October 31, 2008 3:45pm - 4:45pm
Length:
01h 08m 05s -
39 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
CE405 - Investment Suitability: Matching the Investor to the Investment
Date/Time:
September 29, 2007 9:45am - 11:45am
Length:
01h 27m 50s -
13 Slides
PD102 - The New Retirement Landscape: Challenges and Opportunities
Date/Time:
September 27, 2007 9:45am - 11:45am
Length:
01h 51m 05s -
66 Slides
PD403 - The Changing Role of the Advisor
Date/Time:
September 29, 2007 9:45am - 11:45am
Length:
01h 59m 51s -
70 Slides
PS102 - Attracting High Net Worth Clients with Self-Directed IRAs
Date/Time:
September 27, 2007 2:00pm - 2:50pm
Length:
51m 11s -
34 Slides
PS104 - Life, Liquidity, and the Pursuit of Happiness!
Date/Time:
September 27, 2007 2:00pm - 2:50pm
Length:
51m 10s -
52 Slides
PS202 - Cash Balance Plans Are the Future... and the Future is Now!
Date/Time:
September 28, 2007 7:00am - 7:50am
Length:
23m 19s -
37 Slides
