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101 CE - A Worldwide View: U.S. Gift and Estate Planning for the Affluent Noncitizen
Date/Time:
October 31, 2008 9:45am - 11:45am
Length:
01h 39m 11s -
20 Slides
205 PD - Boom-Generation Women: The 21st Century Tsunami Catalyst for Effective Intergenerational Financial Planning
Date/Time:
October 31, 2008 1:30pm - 3:30pm
Length:
01h 45m 57s -
39 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
303 CE - The Mythologies of Risk and Retirement Income Planning
Date/Time:
November 1, 2008 9:45am - 11:45am
Length:
01h 41m 43s -
43 Slides
305 CE - Just Take the Money: The Importance of Extracting Ego, Identity, and Wealth from the Business and How to Do It
Date/Time:
November 1, 2008 9:45am - 11:45am
Length:
01h 35m 15s -
24 Slides
402 CE - Business Valuations for Gift and Estate Tax Planning: What Financial Planning Professionals Need to Know after the Pension Protection Act of 2006
Date/Time:
November 1, 2008 2:00pm - 4:00pm
Length:
01h 43m 11s -
88 Slides
404 CE - Managing Stock Market Risk: Should You Play Offense or Defense?
Date/Time:
November 1, 2008 2:00pm - 4:00pm
Length:
01h 56m 42s -
55 Slides
405 PD - High Tech Tools and Tips to Enhance Productivity and Your Bottom Line
Date/Time:
November 1, 2008 2:00pm - 4:00pm
Length:
01h 58m 13s -
35 Slides
501 CE - Income Tax Traps: Demystifying the AMT, Kiddie Tax, and Other Income Tax Liabilities
Date/Time:
November 2, 2008 7:30am - 9:30am
Length:
01h 53m 52s -
71 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
PD205 - Thriving Beyond Midlife: Because Retirement Isn't Like it Used to Be!
Date/Time:
September 27, 2007 3:30pm - 5:30pm
Length:
01h 48m 11s -
44 Slides
PD303 - Building, Managing, and Selling Your Benefits Company
Date/Time:
September 28, 2007 1:30pm - 3:30pm
Length:
01h 54m 59s -
42 Slides
rating
PD402 - The Art and Science of Networking - The Circle of Success
Date/Time:
September 29, 2007 9:45am - 11:45am
Length:
01h 07m 50s -
30 Slides
PD403 - The Changing Role of the Advisor
Date/Time:
September 29, 2007 9:45am - 11:45am
Length:
01h 59m 51s -
70 Slides