Self-Study CPE

Expiration Date

Course Title

Credits

Fee

August 23, 2024

GETTING BACK TO WHO YOU ARE: AUTHENTICITY
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)

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0.5

$15.00

August 18, 2024

PROTECTING YOUR BUSINESS AND YOUR FAMILY
Alan Gassman (GASSMAN, CROTTY & DENICOLO, P.A.)

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1.0

$30.00

August 14, 2024

RETIREMENT MASH-UP: EXPERT STRATEGIES FOR MODERN RETIREMENT READINESS
Dave Hall (RETIREMENT RISK ADVISORS)

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0.5

FREE

August 4, 2024

WORLD OF EMPLOYEE FRINGE BENEFITS
Marcia L. Miller, MBA, EA (FINANCIAL HORIZONS, INC)

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1.0

$30.00

August 3, 2024

ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
David Peters, CPA, CFP, CLU, CPCU, MST, MBA (PETERS PROFESSIONAL EDUCATION, LLC)

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1.5

$45.00

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Member Resources

Post Date

Name

Fee

The SALTcast Podcast
Peisner Johnson & Company, LLP
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PASS into Retirement
Longevity Capital Management LLC
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$750.00

Tax Help Software Six-Month Trial
Tax Mentor
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$250.00

Own Your Wealth Podcast
Cook Wealth Management Group
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The Financial Mindset Fix: Mental Health for Financial Wealth
Joyce Marter Enterprises, Inc
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$147.00

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Archived Webinars

Please Note: Archived webinars do not qualify for CPE

Date

Course Title

Hours

Fee

October 23, 2012

GET READY AND GET MORE WHEN YOU SELL YOUR FIRM!
August Aquila, Ph.D. (AQUILA GLOBAL ADVISORS, LLC)

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1.0

FREE

September 26, 2012

HOW TO DELIVER VALUE ADDED SERVICES TO CLIENTS
Rob Nixon (ROB NIXON)

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1.5

FREE

August 14, 2012

TALKING STRAIGHT TO DRIVE CHANGE
Tamera Loerzel (CONVERGENCECOACHING, LLC)

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1.5

FREE

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