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Web Seminars

 Stay current on trends and gain greater insight into timely financial topics by attending an upcoming web seminar for financial professionals. Our free events are open to advisors and staff of all levels.  Attendance at one of our live web seminars may qualify for CFP® certification and/or College for Financial Planning® continuing education (CE) renewal credit.

OnDemand Web Seminar:

President Biden's Tax Plan - The Implications for Advisors and Their Clients

With a new presidential administration, as well as changes in the U.S. Senate and Congress, there are significant tax changes anticipated in 2021. As such, clients and their advisors will need to reassess whether their current tax and estate planning strategies are still appropriate or need updating based on upcoming legislation. This free web seminar reviews those potential changes and how advisors and their clients can plan accordingly. 

Faculty of the College for Financial Planning®—a Kaplan Company cover analyzing and reviewing proposed changes and strategies for:

  • Individual, corporate, and capital gains rates, as well as available deductions and credits
  • Student loan repayment or deferment
  • Estate and gift exemptions, step-up basis, and trust saving techniques

This OnDemand web seminar is a recording of our live web seminar hosted on April 22, 2021. No continuing education (CE) credit is applicable for viewing the web seminar OnDemand.

 

President Biden's Tax Plan - Implications for Advisors and Their Clients

Meet Our Faculty Speakers

Michael Angell, MS, CFP®, EA

Associate Professor

Dan Johnson, MS, CFP®, EA

Assistant Professor

Dr. Christopher Woehrle, JD, LL.M (Tax)

Chair of Tax and Estate Planning Professor

OnDemand Webinar:

Value of a Financial Designation

 

Whether you are just starting out in financial services or have already earned your CFP® mark, a financial designation can add to your skill set and help advance your career.

College for Financial Planning®—a Kaplan Company presents this webinar to help you explore financial designations that expand your expertise and empower you for your current career stage.

Value of a Financial Designation

Looking for Free Resources and Materials for CFP® Certification?

 

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