Live CPE Webinars

Date

Course Title

Credits

Fee

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 6, 2024 9:00AM EDT

HOW TO SHIFT INCOME TO BENEFICIARIES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)

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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 10:00AM 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

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Self-Study CPE

Expiration Date

Course Title

Credits

Fee

June 7, 2025

ETHICS AND PROFESSIONAL CONDUCT FOR CALIFORNIA CPAs
Joe Helstrom (MILL CREEK PUBLISHING LLC)

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4.0

$120.00

June 21, 2025

NAVIGATING FORM 1040 SCHEDULE C
Paul Winn (WINN PUBLICATIONS)

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3.0

$90.00

June 21, 2025

IRS PRESENTING: CIRCULAR 230 PROFESSIONAL RESPONSIBILITY IN TODAY'S TAX PRACTICE
Sharyn M. Fisk (IRS)

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2.0

$60.00

June 26, 2025

3 HABITS TO BOOST PRODUCTIVITY WHILE DECREASING STRESS AND ANXIETY
Tondee Lutterman (FORVIS MAZARS)

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1.0

FREE

June 28, 2025

PRINCIPLES OF WEALTH MANAGEMENT
Paul Winn (WINN PUBLICATIONS)

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10.0

$300.00

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Series

Name

IRS Classes
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International Focus
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Excel
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Estate Planning
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Cybersecurity
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Member Resources

Post Date

Name

Fee

Current Federal Tax Developments
Kaplan Financial Education
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Simply Tax Podcast
Forvis Mazars
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Tax Help Software Six-Month Trial
Tax Mentor
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$250.00

Powered Path Program: Your Tool for Reflection, Planning, & Prioritization!
RaderCo
View Details

$179.10

Own Your Wealth Podcast
Cook Wealth Management Group
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Archived Webinars

Please Note: Archived webinars do not qualify for CPE

Date

Course Title

Hours

Fee

November 30, 2024

IRAs AND THE SECURE ACT: PLANNING FOR POST-MORTEM DISTRIBUTIONS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)

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1.0

FREE

July 8, 2024

FOCUS ON GROWTH: BENEFITS OF OUTSOURCING ACCOUNTING & TAX SERVICES
Todd Steinberg (GKM TAX INC.)

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1.0

FREE

July 8, 2024

HOW TO SLOW DOWN YOUR FIRM, BUT NOT YOUR REVENUE
Alex Meschi (SAM)

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1.0

FREE

July 8, 2024

THE HEALTHY ACCOUNTANT: IS YOUR LIFESTYLE A VALUABLE ASSET OR BIG LIABILITY?
Jill Myers (YODAYA WELLNESS)

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1.0

FREE

July 8, 2024

TRANSFORM YOUR FIRM WITH INTEGRATED DOCUMENT AND PRACTICE MANAGEMENT SOLUTIONS
Dawn Brolin, CPA, CFE (THE DESIGNATED MOTIVATOR)

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1.0

FREE

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