Continuing Education

Virtual Client Engagement: Simple Strategies that Build Communication and Trust In Online Meetings 
Dan Smaida, AdvisoryEDGE
CE Credits: 2 CFP CE Credits - General Principles of Financial Planning; 2 NAPFA CE Credits - Technology

Ethics CE: CFP Board’s Revised Code and Standards
Linda Leitz, Peace of Mind Financial Planning
CE Credits: 2 CFP CE Credits - Professional Conduct and Regulation; 2 NAPFA CE Credits - Ethics

Protecting Your Business from Modern Cyber Threats and Implementing Cybersecurity Policies
Arash Shokouh, Ophtek LLC
CE Credits: 1 CFP CE Credit - General Principles of Financial Planning; 1 NAPFA CE Credit - Technology; 1 NASBA CPE Credit - Information Technology

Why Time Matters In Equity Portfolios
Stephen J. Huxley & Brent Burns, Asset Dedication
CE Credits: 1 CFP CE Credit - Investment Planning; 1 NAPFA CE Credit - Investments; 1 NASBA CPE Credit - Specialized Knowledge

Leveraging Housing Wealth for Enriched Retirement Plans
Jerry Auippa, Longbridge Financial
CE Credits: 1 CFP CE Credit - Retirement Savings and Income Planning; 1 NAPFA CE Credit - Retirement Planning and Employee Benefits; 1 NASBA CPE Credit - Specialized Knowledge

Implementing Cybersecurity Policies and Tools
Arash Shokouh, Ophtek LLC
CE Credits: 1 CFP CE Credit - General Principles of Financial Planning; 1 NAPFA CE Credit - Technology; 1 NASBA CPE Credit - Information Technology

Working with Cognitive Bias: Communication Strategies that Build Client Trust
Dan Smaida, AdvisoryEDGE™ 
CE Credits: 1 CFP CE Credit - General Principles of Financial Planning; 1 NAPFA CE Credit - Communications

What's Your plan? Three Keys to Succession Planning
Joe Haupert, Credent Wealth Management
CE Credits: 1 NAPFA CE Credit - Marketing and Practice Management; 1 NASBA CPE Credit - Specialized Knowledge

Is This the End of the Traditional 60/40 Portfolio?
Sunil B. Shah, Dimensional
CE Credits: 1 CFP CE Credit - Investment Planning; 1 NAPFA CE Credit - Investments; 1 NASBA CPE Credit - Specialized Knowledge

Audit Proofing Your Tax Advice-How to Marshal Authority, Satisfy Your Professional Responsibilities, and Defend Your Position
Troy Thompson, Taconic Advisors Thompson Advisory Services, LLC
CE Credits: 1 CFP CE Credit - Tax Planning; 1 IRS CE Credit - Federal Tax Law Topics/Federal Tax Related Matters; 1 NAPFA CE Credit - Income Tax Planning; 1 NASBA CPE Credit - Taxes

Online Presence & SEO Best Practices for Advisors
Marie and Jonny Swift, Impact Communications, Inc.
CE Credits: 1 NAPFA CE Credit - Marketing and Practice Management; 1 NASBA CPE Credit - Communications and Marketing

Monetary Policy and the Economic Outlook
Ben Malin, Federal Reserve Bank of Minneapolis
CE Credits: 1 CFP CE Credit - General Principles of Financial Planning; 1 NAPFA CE Credit - Economic and Political Environment; 1 NASBA CPE Credit - Economics

Has Factor Building Been Overdone? Assessing Tradeoffs in Systematic Strategies
Ted Randall, Avantis Investors
CE Credits: 1 CFP CE Credit - Investment Planning; 1 NAPFA CE Credit - Investments; 1 NASBA CPE Credit - Specialized Knowledge

Tax Pain Management: Common Defects in the Tax Filing Process
Steve Cruice, Three Points Financial, Inc.
Brian Leben, Midwest Wealth Solutions, LLC
Matt Lincoln, Cadence Planning, LLC
CE Credits: 1 CFP CE Credit - Tax Planning; 1 NAPFA CE Credit - Income Tax Planning; 1 NASBA CPE Credit - Taxes

Creating Consistency of Delivery and Messaging Across a Growing Practice
Richard Salmen, Family Investment Center
CE Credits: 1 NAPFA CE Credit - Marketing and Practice Management

Is There Really a “Hub” in My Tech Stack? The Four Must-Have Tech Tools
Kristen Schmidt, RIA Oasis
CE Credits: 1 CFP CE Credit - General Principles of Financial Planning; 1 NAPFA CE Credit - Technology; 1 NASBA CPE Credit - Information Technology

Raising a Happy, Healthy Tax Return; a CPA’s Guide to an Efficient Tax Prep Process
Nicholas Vogel, Bluestem Financial Advisors
CE Credits: 1 CFP CE Credit - Tax Planning; 1 NAPFA CE Credit - Financial Planning Process; 1 NASBA CPE Credit - Specialized Knowledge

Preparing for and Surviving a Regulatory Exam: Tips and Takeaways
Lori Neidel, Law Office of Lori J. Neidel
CE Credits:1 CFP CE Credit - Professional Conduct and Regulation; 1 NAPFA CE Credit - Financial Planning Process; 1 NASBA CPE Credit - Specialized Knowledge

Long Life Planning-You Want to Offer Longevity Solutions? Here Are Your First Steps
Miriam Whiteley, LifeCraft Financial Planning
CE Credits: 1 CFP CE Credit - General Principles of Financial Planning; 1 NAPFA CE Credit - Communications; 1 NASBA CPE Credit - Specialized Knowledge

Simple Client Conversations about Bonds
Timothy Caban, Copper Beech Advisors, LLC
CE Credits: 1 CFP CE Credit - Investment Planning; 1 NAPFA CE Credit - Investments; 1 NASBA CPE Credit - Specialized Knowledge

Who, What, When, and Why of Roth Conversions
Elizabeth Buffardi, Crescendo Financial Planners Inc.
CE Credits: 1 CFP CE Credit - General Principles of Financial Planning; 1 NAPFA CE Credit - Investments; 1 NASBA CPE Credit - Specialized Knowledge

Playing the Long Game: Happiness, Self-Actualization, and the Changing Longevity Landscape
Dennis McNamara, wHealth Advisors
CE Credits: 1 CFP CE Credit - General Principles of Financial Planning; 1 NAPFA CE Credit - Retirement Planning & Employee Benefits; 1 NASBA CPE Credit - Specialized Knowledge

Becoming a Better Biographer of Your Clients
Mitch Anthony, Advisor Insights Inc.
CE Credits: 1 CFP CE Credit - General Principles of Financial Planning; 1 NAPFA CE Credit- Communications; 1 NASBA CPE Credit - Communications and Marketing