Archived Webinars
MAXIFI PLANNER'S ROTH CONVERSION OPTIMIZER: LIFETIME TAX STRATEGY UNVEILED
Recorded Date
December 16, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
MASTERING ECONOMICS-BASED FINANCIAL PLANNING
Recorded Date
September 9, 2024
Cost
Free
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Economics
Course Level
Basic
Who Should Attend
Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Small Business Owner
ECONOMICS-BASED V. CONVENTIONAL FINANCIAL PLANNING
Recorded Date
February 8, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Finance
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
