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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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August 27, 2024 4:00PM EDT
PORTFOLIO MONITORING, BENCHMARKING, AND ANALYSIS
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
August 28, 2024 1:00PM EDT
ESOP VS. PRIVATE EQUITY: HOW AN ESOP SALE CAN NOW COMPETE WITH PRIVATE EQUITY
Bill Dunn (PERPETUATE CAPITAL)
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1.0
FREE
August 29, 2024 3:00PM EDT
NON-TECHIE CYBERSECURITY UPDATE FOR TAX PRACTITIONERS
Donny Shimamoto (INTRAPRISETECHKNOWLOGIES LLC)
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2.0
$60.00
September 4, 2024 4:00PM EDT
THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
September 5, 2024 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT: SOCIAL SECURITY
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
September 11, 2024 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT MASTER CLASS: PART 1
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
September 12, 2024 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT MASTER CLASS: PART 2
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
September 18, 2024 4:00PM EDT
THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
September 26, 2024 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT: MEDICARE AND LONG-TERM CARE
Dave Hall (RETIREMENT RISK ADVISORS)
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1.5
FREE
September 28, 2024 11:00AM EDT
THE CHANGING WORLD OF RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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4.0
FREE

Member Resources

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Become an Accountant Referral Partner
BILL
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The Retirement Risk Show
Retirement Risk Advisors
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Tax Notes Talk
Tax Notes
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Current Federal Tax Developments
Kaplan Financial Education
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The Unique CPA
Tri-Merit Specialty Tax Professionals
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