Continuing Education Courses for CFP Certification
|
|
|
- Sophie Poole
- 6 years ago
- Views:
Transcription
1 Continuing Education Courses for CFP Certification The following Continuing Education courses are approved for CFP Certification renewal*: Course Name Method License Type Approved Hrs 2013 Tax Update Classroom General 8 401(k) Plans, 5th Edition Revised General 5 A Day in the Life of an Identity Thief Classroom General 4 Advising Clients on Medicare, 1st Edition A Fresh Look at Health Care Reform Classroom Insurance 4 After the Crash Classroom General 8 AML Best Practices for the Life Insurance Industry, 2nd Edition General 7 AML Training Program for Life Insurance Agents Anatomy of a Fire, 2nd Edition Classroom Insurance 4 Annuities for Today's Investor, 1st Edition Revised General 5 Annuities for Today's Investor, 1st Edition, 3rd Revision General 5 Annuity Concepts, 2nd Edition, Revised General 3 Annuity Suitability: 4-Hour Training Course General 4 Anti-Money Laundering Programs for Life Insurance Companies, 1st Edition Insurance 2 Asset Allocation and Beyond Classroom General 8 Asset Allocation in Variable Annuities, 1st Edition Revised.5.5 Asset Allocation, 1st Edition Revised General 3 Auto Insurance-Up Close and Personal Classroom General 4 Beneficiary Designations II: The Devil's in the Details Classroom General 4 Beneficiary Designations-Treasure Chest or Time Bomb? Classroom General 4 Business Continuation Training Course General 7 Business Income Coverages General 5 Business Income Coverages, 2nd Edition Revised General 5 Business Insurance Concepts 2.5 Business Insurance Concepts, 9th Edition Revised 2.5 Buying Within Your Budget Classroom General 4 California 8-Hour Long-Term Care Training Course Insurance 8 Claim Evaluation and Settlement General 5 COBRA Benefits: What You Don't Know Can Hurt Your Clients...and You Classroom General 4 Commercial Auto Coverage, 10th Edition General 8 Commercial Auto Rating, 6th Edition, 2nd Revision Insurance 3 Commercial Crime Coverage, 6th Edition Revised Insurance 5 Commercial General Liability Rating, 8th Edition General 3 Commercial Property Coverage: A Building Block in Commercial Insurance Classroom Insurance 4 Commercial Property Rating, 9th Edition General 5 MRKT-9480
2 Countdown to Retirement, 1st Edition, 2nd Revision Classroom Retirement 8 Court's in Session: 2013 Classroom Insurance 4 CSI Minnesota: Credit Score Investigation Classroom General 8 Delivering Quality Service.5 Delivering Quality Service, 2nd Edition.5 Determining Retirement Income Needs Retirement 1.5 Different Strokes for Different Folks Classroom Estate 8 Disability Income Insurance Insurance 7 Disability Income Protection: The Forgotten Need Classroom Distribution Planning: Required Distributions General 3 Dwelling Coverage Insurance 3 Dwelling Coverage, 4th Edition Insurance 3 Elder Law and Medical Assistance Programs Classroom General 4 Eldercare, Disabilities and Special Needs Trusts Classroom Estate 1 Eldercare Issues: Making a Plan Work Classroom Essential Planning for Singles and Non Married Couples, 1st Edition Revised Classroom General 4 Estate Planning Concepts, 11th Edition Estate 4 Insurance 4 Estate Planning from A to Z Classroom Estate 8 Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning Considerations Classroom Estate 4 Ethical Insurance Producer Ethical Insurance Producer, 1st Edition Revised Ethical Practices, 2nd Edition Revised General 4 Ethics General 4 Ethics at Work General 5 Ethics for Insurance and Financial Professionals Classroom General 3 Ethics for Insurance Professionals: A Practical Guide Classroom Insurance 3 Ethics for Property and Casualty Professionals General 3 FIC Advanced Course - Introduction To Advanced Markets Fraternal Insurance 9 FIC Basic Course Part I - Introduction To Life Insurance, 2nd Edition, 3rd Revision Fraternal 0 FIC Basic Course Part II - Ethics For The Insurance Professional, 4th Edition Fraternal Insurance 3 FIC Intermediate Course - Needs Analysis, 4th Edition Fraternal Insurance 6 FICF Graduate I - Estate Planning Concepts, 11th Edition Fraternal Estate 10 FICF Graduate II - Business Insurance Concepts Fraternal 2.5 FICF Graduate III - Financial Products Training Course, 6th Edition Fraternal Investment 13 Financial Challenges Facing Retirees, 3rd Edition Retirement 1 Financial Planning Cornerstones, 1st Edition, 3rd Revision Classroom General 8 Financial Planning for Families with Special Needs Dependents, 1st Edition, Revised Classroom General 4
3 Financial Planning Process, 8th Edition General 5 Financial Strategies to Achieve Client Objectives, 2nd Edition Classroom General 4 From Gunshots to Dog Bites, 1st Edition Revised Classroom General 4 Group Insurance, 6th Edition, 2nd Revision General 5 Guide to Taxation and Financial Planning Classroom 6 Health Care Reform: A To Do List for Employers Classroom Insurance 4 Health Savings Accounts General 5 Healthcare in the United States Versus Other Developed Nations Classroom Insurance 4 Higher Education Planning Strategies, 1st Edition, 2nd Revision Classroom General 4 Homeowners Insurance Coverage Insurance 8 HSAs and HRAs: What Employers and Employees Really Need to Know Classroom Insurance 4 Identity Theft: Protecting Your Clients and Your Business Classroom Insurance 4 ILITS and Estate Planning Estate 2 ILITs and Estate Planning, 1st Edition Estate 2 Income, Flat, and Fair Tax: Which Is in Our Future? Classroom General 4 Incorporate...or Not? Classroom General 4 Indexed Products General 4 Innovations in Group Health Insurance Plans Classroom General 4 Insurance Ethics and Consumer Protection Insurance 5 Insurance Fraud Awareness Insurance 5 Insurance Packages for Small Businesses General 5 Introduction to Advanced Markets General 8 Introduction to Life Insurance, 2nd Edition, 3rd Revision Insurance 7 Investing Retirement Assets IRAs Today: Products & Distributions Classroom Investment 0.5 Insurance 2 Investment 2 Keeping Business Legal and Ethical Classroom General 4 Legal Concepts and Doctrines, 2nd Edition Revised General 3 Life Concepts General 5 Life Concepts, 18th Edition Revised General 5 Life Insurance In Action Life Insurance Policy Comparison and Underwriting General 7 Life Insurance: The Basics and Then Some, 1st Edition, Revised Classroom General 8 Long-Term Care and Partnership Program 4 Hour-Refresher Course, 1st Edition Revised General 4 Long-Term Care and Partnership Programs Initial 8-hour Course Insurance 8 Long-Term Care Concepts Long-Term Care Suitability, 2nd Edition Insurance 5 Long-Term Care, 5th Edition Revised Insurance 5 Markets in Turmoil-Weathering the Storm Classroom General 4 Medical Assistance Eligibility and the Long-Term Care Partnership Program (8-Hr.), 1st Edition, 2nd Revision Classroom General 8 Medical Assistance Eligibility and the LTC Partnership Program (4-Hr.), 1st Edition, 2nd Revision Classroom General 4
4 Medicare and Medicare Supplements: Closing the Coverage Gap Classroom Insurance 4 Medicare and Medigap Insurance, 9th Edition General 4 Medicare from A to D, 1st Edition, 2nd Revision Classroom General 8 Myths and Mysteries of Personal Injury Claims, 1st Edition, Revised Classroom General 4 Needs Analysis General 5 Personal Auto Coverage General 5 Personal Auto Rating, 4th Edition Revised Insurance 2 Personal Lines Endorsements, 2nd Edition Insurance 2 Planning for Post-Retirement Classroom Retirement 2 Planning for the Inevitable: Death and Taxes Classroom Estate 4 Principles of Retirement Planning, 5th Edition Revised Retirement 5 Property Casualty Concepts, 12th Edition 0 Regulation and Ethics in the Insurance Industry Classroom Insurance 3 Reinsurance Basics Insurance 5 Reinsurance Basics, 2nd Edition Insurance 5 Retirement Income Strategies Retirement 1 Retirement Planning Strategies Classroom Insurance 4 Risk Management, 1st Edition Revised Insurance 3 Risky Business: Personal Lines Pitfalls, 2nd Edition Classroom General 4 Search and Rescue: Saving Failing Life Insurance Policies Classroom General 4 Section 529 Plans Section 529 Plans, 2nd Edition General 3 Self Insuring Group Health Insurance Benefits Classroom Insurance 4 Senior Needs Planning, 4th Edition Retirement 3 Taxes 2 Social Security and Medicare, 3rd Edition General 6 Social Security: Now and the Future?, 1st Edition, Revised Classroom Retirement 4 Strategic Default and the Path Back Classroom General 8 Suitability for Annuities, 3rd Edition Revised Insurance 0.5 Suitability: Matching the Product to the Need Classroom General 4 Tax Traps in Life Insurance and Annuities, 1st Edition, Revised Classroom General 4 Tax Write-Offs for the Self-Employed Classroom Taxes 8 Taxation of Life Insurance and Annuities, 1st Edition Revised General 3 Tearing Apart the Insurance Policy Classroom Insurance 4 The Auto Policy Uncovered Classroom Insurance 4 The Benefits of Fee Based Managed Money Programs Classroom The Economics of Health Care - What Really Drives the Costs Classroom Insurance 4 The Ins and Outs of Group Insurance Classroom Insurance 4 The Secure Property Classroom Insurance 4 The Umbrella Policy, 2nd Edition Classroom Insurance 4 To Fall and Rise Again: Life After Financial Crisis Classroom General 8
5 Umbrella Liability Coverage, 3rd Edition General 6 Understanding 1035 Exchanges Understanding Disability Income Insurance Classroom Insurance 4 Understanding Disability Income Insurance, 3-Hour Classroom Insurance 3 Understanding IRAs, 3rd Edition, Revised Retirement 5 Estate 0.5 Understanding Wills and Intestacy General 0.5 Estate 0.5 Understanding Wills and Intestacy, 1st Edition General 0.5 Underwriting Basics General 5 Underwriting Basics, 3rd Edition General 5 Variable Contracts, 2nd Edition, Revised General 6 Variable Contracts: Case Studies, 1st Edition Revised General 3 Wells Fargo Annuity Training Course Investment 1 Retirement 2 Wells Fargo Annuity Training Course (Wisconsin) Investment 1 Retirement 2 What's in a Homeowners Policy? Classroom Insurance 4 Wills and Estates of the Rich and Famous Classroom Estate 4 Workers Compensation Coverage General 5
Kaplan Financial Education
Insurance Continuing Education Courses for CFP Certification The following Insurance Continuing Education courses are approved for CFP Certification renewal* Effective 7/16/18 401(k) Plans, 6th General
Kaplan Financial Education
Insurance Continuing Education for the CIMA, CIMC, and CPWA Certifications The Investments & Wealth Institute has accepted the following Insurance CE courses for the listed hours of CE credit toward the
INSURANCE. Continuing Education. Master Catalog
INSURANCE Continuing Education Master Catalog 877.725.7563 www.kaplanfinancial.com/insurance-ce-courses CONTENTS LIFE & HEALTH Table of Contents LIFE & HEALTH 2 10 Anti-Money Laundering 2 3 Estate Planning
Insurance. Professional Development. Insurance Professional Development. Master Catalog
Insurance Professional Development Master Catalog Insurance Professional Development Kaplan s Insurance Professional Development Library s full array of training courses meets the needs of new employees
INSURANCE. Professional Development. Master Catalog. Strong Training Drives Performance
INSURANCE Professional Development Master Catalog Strong Training Drives Performance 877.725.7563 www.kaplanfinancial.com/ins-pd Looking for Print Books or a Print/PDF Solution? Order them at www.kaplanfinancial.com/ins-pd
INSURANCE. Professional Development. Insurance Professional Development. Master Catalog
Insurance Professional Development Kaplan s Insurance Professional Development Library s full array of training courses meets the needs of new employees and seasoned professionals. We ll provide comprehensive
Principles of Risk Management. and Insurance. George E. Rejda Michael J. McNamara. Global
Global edition Principles of Risk Management and Insurance thirteenth edition George E. Rejda Michael J. McNamara The Pearson Series in Finance Berk/DeMarzo Corporate Finance * Corporate Finance: The Core
Published Work. Annuities. Business Organization. Disability Insurance. Ethics
Annuities Published Work Advanced Variable Annuities CA 4-Hour Annuity Course California Annuities (8 hours) Equity Indexed Annuities Equity Indexed Annuities Fixed Annuities Fundamentals of Declared-Rate
MICHAEL J. MCNAMARA THIRTEENTH EDITION GLOBAL EDITION
Prtnctples of RISK MANAGEMENT AND INSURANCE GEORGE E. REJDA MICHAEL J. MCNAMARA THIRTEENTH EDITION GLOBAL EDITION Pearson Marlow, England London New York Boston San Francisco Toronto Sydney Dubai Singapore
The Pearson Series in Finance
The Pearson Series in Finance Bekaert/Hodrick International Financial Management Berk/DeMarzo Corporate Finance * Berk/DeMarzo Corporate Finance: The Core * Berk/DeMarzo/Harford Fundamentals of Corporate
FINANCIAL FITNESS CENTER COURSES
Primary Subject Accounting Accounting Accounting Estate Planning Estate Planning Estate Planning ETFs ETFs Financial Institutions Tutorial Understanding the Balance Sheet Understanding the Income Statement
Making the Most of What You Have
Making the Most of What You Have What is important about retirement planning to you? 2 Building your retirement house 4 Legacy Benefits 3 2 Retirement income planning Accumulation 1 Expenses Goals Tax
Rhode Island Life/Health CE Advisory Board Approvals (for two years)
ABC Self Study 561 Split Dollar & Other Business Options 4 2008 8 ABC Self Study 561 Financial Planning strategies 4 2008 8 ABC Self Study 561 Foundation of Investment Options 4 2008 8 ABC Self Study 561
Fraternal Training Programs
Fraternal Training Programs Kaplan Financial Education is proud to partner with the Fraternal Field Managers Association (FFMA) to provide outstanding training and professional development programs for
Risk Management What to protect and when? Presented by Paul S. Viren, CLU, ChFC, AEP
Risk Management What to protect and when? Presented by Paul S. Viren, CLU, ChFC, AEP In a modern society we have many risks we need to protect against. It seems that we could insure just about anything!
HOW TO ANALYZE A TAX RETURN FOR ELDER LAW ISSUES
HOW TO ANALYZE A TAX RETURN FOR ELDER LAW ISSUES By Keith R. Miles, Esq. The Law Office Of Keith R. Miles, LLC 1755 North Brown Road Suite 200 Lawrenceville, GA 30043 Phone: 1 (888) 758-9640 www.milestaxattorney.com
PLANNING FOR TODAY AND TOMORROW:
PLANNING FOR TODAY AND TOMORROW: A TIAA FINANCIAL ESSENTIALS WORKSHOP Equally Prepared: Financial planning for the LGBT community Chandler Mercer Janet Bandera May 22, 2017 Staying on course: Today s agenda
COURSE SYLLABUS Course Title: Course Number: Quarter: Instructor: Meeting Times: Location: Office Hours: Course Description: Prerequisite
COURSE SYLLABUS Course Title: Retirement Plans and Other Employee Benefits Course Number: X 427.904 Quarter: Summer 2015 Instructor: Keith Johnson, CFP Meeting Times: Online 07/01/2015 09/08/2015 Location:
SUPER CE PROGRAM COURSES
SUPER CE PROGRAM COURSES PROGRAM # CLASSROOM CORRESPONDENCE CREDIT HOURS 1 Planning with Medicare Advisors Guide to Medicare and Medicaid 2 Wealth Transfer Planning After ATRA of 2012 3 Managing Retirement
loss? insurance? 1. How do you protect yourself from 2. What factors impact the cost of
1. How do you protect yourself from loss? 2. What factors impact the cost of insurance? Types of insurance (renters, homeowners, auto, health, life, disability) policy, premium, deductible, claim, beneficiary,
Fraternal Training Programs
Fraternal Training Programs Welcome FIC & FICF Programs FPC Program Course Work Why Kaplan Kaplan Financial Education is proud to partner with the Fraternal Field Managers Association (FFMA) to provide
APPENDIX 1: Information on Examination Papers and Examination Syllabus
APPENDIX 1: Information on Examination Papers and Examination Syllabus Part 1: EXAMINATION QUESTION DISTRIBUTION Number of questions and percentage distribution by broad subject area: Foundation 15 Duration
CHAPTER 1: INTRODUCTION TO INSURANCE INTRODUCTION. 2 HISTORY OF INSURANCE. 3 INSURANCE INDUSTRY. 6 PERSPECTIVE OF THE TEXT.
Pure and Speculative Risk... 11 Subjective and Objective Risk... 12 Fundamental and Particular Risk... 12 Non-financial and Financial Risk... 13 Probability of Loss... 13 Law of Large Numbers... 13 Determining
Contents PERSONAL FINANCE HEALTH AND MEDICAL
Contents PERSONAL FINANCE Financial Planning Issues The Financial Planning Puzzle...1 The Need for Financial Planning...2 Basic Steps in the Financial Planning Process...4 Choose the Financial Planning
Kaplan Financial Education. Insurance Licensing. Exam Prep, Continuing Education, and Professional Development
Kaplan Financial Education Insurance Licensing Exam Prep, Continuing Education, and Professional Development Life Health Property Casualty Personal Lines Adjuster Surplus Lines www.kaplanfinancial.com/insurance
Online Course Access Instructions
You are viewing this document from our website, http://bryanventures.com. Bryan Ventures is a premiere provider of insurance continuing education classes both online and in classroom. Thank you for choosing
Optional Retirement Program (ORP) Retirement Workshop
Optional Retirement Program (ORP) Retirement Workshop What We Will Cover Today Retirement readiness Your financial needs and sources of income for retirement ORP benefit 2 Will You Be Ready? 3 Reality
FINANCIAL LITERACY STRAND Grades 9 12: Standard 1: Earning Income Benchmark Code Benchmark FoolProof Module/Activity
FL-V2-011915 PROPOSED NEXT GENERATIONN SUNSHINE STATE STANDARDS FOR SOCIAL STUDIES FINANCIAL LITERACY STRAND Grades 9 12: Standard 1: Earning Income SS.912.FL.1.1 Discuss that people choose jobs or careers
EXAMINATION CONTENT OUTLINE
EXAMINATION CONTENT OUTLINE NEW MEXICO LIFE, ACCIDENT AND HEALTH INSURANCE EXAMINATION SERIES 18-27 # of Questions Minimum Passing Score Time Allowed 150 70% (105 correct) 165 Minutes CONTENT OUTLINE Insurance
California Insurance CE
California Insurance CE How to Earn Credit for This Course ONLINE with instant exam results: BookmarkEducation.com or Complete and return this answer sheet. MAIL: Bookmark Education, 6203 W. Howard Street,
INSURANCE PROVISIONS AND CASUALTY LOSSES
Presented: 2017 Bernard O. Dow Leasing Institute Houston, Texas November 10, 2017 South Texas School of Law INSURANCE PROVISIONS AND CASUALTY LOSSES Aaron Johnston, Jr. Author contact information: Aaron
CONSUMER DRIVEN HEALTH PLANS
CONSUMER DRIVEN HEALTH PLANS As health care costs continue to escalate, employer interest in so called consumer driven health plans is surging. In most cases, a consumer driven health plan is a high deductible
WINTERSESSION 2018: PERSONAL FINANCE MANAGEMENT
WINTERSESSION 2018: PERSONAL FINANCE MANAGEMENT January 2018 AGENDA 2 Introduction The Financial Planning Process Personal Taxes and Tax Planning Risk Management and Personal Insurance Questions and Answers
MEDICAID COMPLIANT ANNUITY PLANNING QUESTIONNAIRE MARRIED COUPLE
MEDICAID COMPLIANT ANNUITY PLANNING QUESTIONNAIRE MARRIED COUPLE Name: Address: City, State, Zip: Telephone: Facsimile: E-Mail: A. PERSONAL DATA (Husband) (Wife) Full Name Full Name Street Address City
Preparing for a Healthy Future Understanding Health Savings Accounts (HSAs) Presented by: Sam Mitchell and Scott Riordan
Preparing for a Healthy Future Understanding Health Savings Accounts (HSAs) Presented by: Sam Mitchell and Scott Riordan In 2015 36% of all U.S. Households will have a Health Savings Account HSA Options
PRODUCTS AND SERVICES
PRODUCTS AND SERVICES Cost and Guide As a member of Thrivent Financial, we want you to have the information you need about the products and services you re paying for. This guide describes the costs associated
MEDICAID COMPLIANT ANNUITY PLANNING QUESTIONNAIRE MARRIED COUPLE
MEDICAID COMPLIANT ANNUITY PLANNING QUESTIONNAIRE MARRIED COUPLE Name: Address: City, State, Zip: Telephone: Facsimile: E-Mail: A. PERSONAL DATA (Husband) Full Name (Wife) Full Name Street Address City
Personal Financial Planning for Accountants
Personal Financial Planning for Accountants 3 rd Edition Distributed by The CPE Store www.cpestore.com, 1-800-910-2755 Chapter 1 What You Should Know About Financial Planning... 1 Learning Objectives...
Personal Financial Planning for Accountants
Personal Financial Planning for Accountants 4 th Edition Distributed by The CPE Store www.cpestore.com, 1-800-910-2755 Chapter 1 What You Should Know About Financial Planning... 1 Learning Objectives...
Examination Content Outlines Effective: January 1, 2019
Minnesota Insurance Supplement Examination Content Outlines Effective: January 1, 2019 LIFE GENERAL KNOWLEDGE Product Knowledge, Terms, and Concepts (50 scored plus 10 pretest questions) I. TYPES OF POLICIES...
Health Savings Accounts (HSA) Overview
Health Savings Accounts (HSA) Overview What You See Taxpayer presents a W-2 with a W in box 12. This represents his and/or his company s contribution to the HSA. This contribution has already been deducted
Optimize Your BENEFITS STRATEGY WITH EASE
Optimize Your BENEFITS STRATEGY WITH EASE SIMPLE & CONNECTED Pair the right benefit solutions and expertise with the right technology to take your benefits strategy to the next level all at no cost! Offering
What amount of money do you feel you need to save, in conjunction with pensions and social security, to reach the above monthly income?
OVERVIEW QUESTIONS/OBJECTIVES What are your primary goals and objectives financially in order of priority? What are your financial fears? What are your non-financial concerns, goals, risks, objectives,
Insurance and Risk Management
PROGRAM CONCENTRATION: CAREER PATHWAY: COURSE TITLE: Business & Computer Science Financial Management - Services Insurance and Risk Management Using project-based instruction, students analyze risk management
Course Outline. FNCE Personal Financial Management (3,0,0)
Course Outline Department of Accounting and Finance School of Business and Economics FNCE 4140-3 Personal Financial Management (3,0,0) Calendar Description Students acquire skills to identify, structure,
Questions (Page 1 of 5) 2
Questions (Page 1 of 5) 2 The following questions pertain to the tax year. For any question answered, include supporting detail or documents. Personal Information: Did your marital status change? ]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]
Syllabus. Smart Money Certification. SMC S M Desi g n a t i o n. LFE Institute LLC
Smart Money Certification SMC S M Desi g n a t i o n Syllabus LFE Institute LLC 877.533.5557 www.lfeinstitute.com smc@lfeinstitute.com Smart Money Certification Syllabus: SMC SM Designation Helping Americans
Income Taxation in Personal Financial Planning Course number: X SPRING 2011
Income Taxation in Personal Financial Planning Course number: X 430.33 SPRING 2011 David R. Bergmann, CFP, EA, CLU, ChFC Managing Principal THE David R. Bergmann Group 4200 Via Dolce Avenue, Suite 227
Retirement Planning. The Ultimate Tax Guide
Retirement Planning The Ultimate Tax Guide Course Description The need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable
IC38 CORPORATE AGENTS SECTION I COMMON SECTION
IC38 CORPORATE AGENTS SECTION I COMMON SECTION CHAPTER 1: INTRODUCTION TO INSURANCE: Life insurance History and evolution - History of insurance - Insurance through the ages - Modern concepts of insurance
Contact the Training Department to schedule FraudSmart Courses. All websites require separate logins and passwords
NICB/NICTA Training Resources Guide The purpose of this guide is to assist you to identify, locate and obtain the various training resources NICB and NICTA provide. To navigate through the guide, please
2018 TAX ORGANIZER. This tax organizer has been prepared for your use in gathering the information needed for your 2018 tax return.
F R O M 2018 TAX ORGANIZER T O This tax organizer has been prepared for your use in gathering the information needed for your 2018 tax return. To save you time, selected information from your 2017 tax
COBRA Continuation Coverage
COBRA Continuation Coverage The Consolidated Omnibus Budget Reconciliation Act of 1985 (COBRA), is a federal law that requires plans to offer a temporary extension of benefits to employees and eligible
KEIR S INCOME TAX PLANNING
KEIR S INCOME TAX PLANNING Published by: KEIR EDUCATIONAL RESOURCES 4785 Emerald Way Middletown, OH 45044 1-800-795-5347 1-800-859-5347 FAX E-mail customerservice@keirsuccess.com www.keirsuccess.com INTRODUCTION
PlanningStation Comprehensive
PlanningStation Comprehensive Personal Information First Name Middle Last Birth Date (mm/dd/yyyy) / / Gender: Male Female Address City State Zip - Phone Number ( ) - Best Time to Call Email Address Spouse
Title Goes Here. COBRA: Common Mistakes for HR Professionals. Banyan Consulting. Eric D. Penkert. June 4, Presented By:
Title Goes Here COBRA: Common Mistakes for HR Professionals Banyan Consulting June 4, 2013 Presented By: Eric D. Penkert Agenda Brief Overview Common Mistakes Special Rules What Does COBRA Require? Covered
2016 WEBINAR OFFERINGS
2016 WEBINAR OFFERINGS Table of Contents WEBINAR OFFERINGS 3 FEDERAL BENEFITS 3 CSRS Federal Retirement Benefits Part 1 of 2 3 CSRS Federal Retirement Benefits Part 2 of 2 3 FERS Federal Retirement Benefits
2017 WEBINAR CATALOGUE
2017 WEBINAR CATALOGUE Table of Contents WEBINAR OFFERINGS FEDERAL BENEFITS CSRS Federal Retirement Benefits Part 1 of 2 3 CSRS Federal Retirement Benefits Part 2 of 2 3 FERS Federal Retirement Benefits
Presented by: CalmWater Financial Group 100 N. 13 th St, Ste 310, Norfolk, NE Chuck Olsen, CFP
Nucor Corporation Retire Ready Presented by: CalmWater Financial Group 100 N. 13 th St, Ste 310, Norfolk, NE 68701 Chuck Olsen, CFP 402-371-5511 Securities and Advisory Services offered through Commonwealth
LIFE-GENERAL KNOWLEDGE
Product Knowledge, Terms and Concepts (50 scoreable questions plus 10 pretest questions) LIFE-GENERAL KNOWLEDGE ILLINOIS LICENSE EXAMINATION CONTENT OUTLINE I. TYPES OF POLICIES... 12 Exam Questions A.
BRIDGING THE GAP TO MEDICARE. How early retirees plan for, obtain, and pay for health insurance until they reach age 65.
BRIDGING THE GAP TO MEDICARE How early retirees plan for, obtain, and pay for health insurance until they reach age 65. Workplace Thought Leadership, February 2018 THE STUDY OBJECTIVES In November 2017,
Cruise Confidently Into Medicare Your guide to making the transition to Medicare coverage
Cruise Confidently Into Medicare Your guide to making the transition to Medicare coverage Health insurance partner of the Green Bay Packers Your Medicare Journey Don t wait until you turn 65 to start reading
What is an MSA? Montana Medical Care Savings Accounts. Caution. Bank Savings Bank Credit Union. MSA Rules. Where to establish MSA accounts?
Montana Medical Care Savings Accounts MontGuide 199817 HR Revised February 2017 1 What is an MSA? An account that can be used for paying eligible medical expenses that are not covered by: Health insurance
Commonwealth Schools of Insurance, Inc.
Commonwealth Schools of Insurance P.O. Box 22414, Louisville, KY 40252-0414 502.425.5987 FAX 502.429.0755 E-mail: info@commonwealthschools.com INSTRUCTIONS TO COMPLETE THE CONTINUING EDUCATION COURSE Thank
Minnesota Life and Accident & Health Insurance Producer Cross Reference Study Guide
Minnesota Life and Accident & Health Insurance Producer Cross Reference Study Guide This cross reference provides you with the exam outline for your state insurance exam and a reference code where the
Life and Health Insurance MIS semester credits University of Montana School of Business Administration
Instructor: Life and Health Insurance MIS 260 3 semester credits University of Montana School of Business Administration Jack Morton, J.D. Phone: 406-549-8515 option 1 Toll Free: 800-870-3130 option 1
Learning Assignments & Objectives
Learning Assignments & Objectives As a result of studying each assignment, you should be able to meet the objectives listed below each assignment. Chapter 1 Financial Tax Planning At the start of Chapter
2018 HEALTH SAVINGS ACCOUNT (HSA) FREQUENTLY ASKED QUESTIONS
HSA Overview 2018 HEALTH SAVINGS ACCOUNT (HSA) FREQUENTLY ASKED QUESTIONS 1. What is the Rimkus Consulting Group Health & Savings Plan? The Rimkus Consulting Group Health & Savings Plan is a Consumer Driven
MEGA AGENDA. Topic By Type
MEGA AGENDA Select any combination of topics that total a minimum of 16 hours to meet your annual designation update requirement. Each 4-hour topic has two 2-hour webinars conducted on the date listed,
Health Savings Account (HSA) Information for 2018
Health Savings Account (HSA) Information for 2018 Note: The information contained herein may not necessarily apply to your unique situation and circumstances or take into account your tax situation. There
Everything You Need to Know About Insurance
Everything You Need to Know About Insurance Insurance is one of the most common, versatile, and misunderstood constellations of products out there in the greater financial planning universe. A good, reputable
Steamfitter Building Trades Journeymen Rate. Wage and Benefit increases effective June 1, 2013 through May 31, 2014
Steamfitter Building Trades Journeymen Rate Basic hour rate increase $1.00 $38.48 per hour Health & Welfare package: Health Insurance no change $ 4.94 per hour Retiree Subsidy no change $ 1.50 per hour
CASE STUDIES for Review of the CFP Certification Examination
Published by: KEIR EDUCATIONAL RESOURCES 4785 Emerald Way Middletown, OH 45044 800-795-5347 800-859-5347 FAX Email customerservice@keirsuccess.com www.keirsuccess.com CASE STUDIES for Review of the CFP
2016 Federal Income Tax Planning
Weller Group LLC Timothy Weller, CFP CERTIFIED FINANCIAL PLANNER 6206 Slocum Road Ontario, NY 14519 315-524-8000 tim@wellergroupllc.com www.wellergroupllc.com 2016 Federal Income Tax Planning March 06,
John Client & Jane Client
REPORT PREPARED FOR John Client & Jane Client by Patrick Brewer, CFA, CPA SurePath Wealth Management T his report is not complete without the a ccompa ny ing disclosure pa ge. Important Information This
November is Beneficiary and Estate Planning Month at Taylor Financial Group
Taylor Financial Group s Monthly Planning Letter November 2016 Are you turning 65? The Medicare open enrollment period runs from October 15, 2016 through December 7, 2016. Learn more in this month s planning
WEALTH GUIDANCE, INC. The 25 Documents You Need Before You Die. Health Investments Insurance Estate Important Documents
WEALTH GUIDANCE, INC. The 25 Documents You Need Before You Die Health Investments Insurance Estate Important Documents HEALTH Item 1.a. Prescription Drugs List Enclosed is a form for listing prescription
NEXT : Eligibility guidelines of a Health Savings Account.
Issue 1 What is a Health Savings Account (HSA)? A health savings account is a special tax-advantaged account owned by an individual where contributions to the account are to pay for current and future
California Insurance CE
California Insurance CE How to Earn Credit for This Course ONLINE with instant exam results: BookmarkEducation.com or Complete and return this answer sheet. MAIL: Bookmark Education, 6203 W. Howard Street,
RISK MANAGEMENT AND INSURANCE PLANNING
RISK MANAGEMENT AND INSURANCE PLANNING 2017 Published by: KEIR EDUCATIONAL RESOURCES 4785 Emerald Way Middletown, OH 45044 1-800-795-5347 1-800-859-5347 FAX E-mail customerservice@keirsuccess.com www.keirsuccess.com
Questions (Page 1 of 5) 2
Questions (Page 1 of 5) 2 The following questions pertain to the tax year. For any question answered, include supporting detail or documents. Personal Information: Did your marital status change? ]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]
New Rules of Retirement
New Rules of Retirement Robert C. Carlson Chapter 1 The New Rules of Retirement... 1 Learning Objectives... 1 Introduction... 1 Six Threats to Lifetime Income Security... 2 Retirement Threat #1: The Foundations
Your Exam Content Outline
Your Exam Content Outline The following outline describes the content of one of the Wisconsin insurance examinations. The outlines are the basis of the examinations. The examination will contain questions
Andrews University. Healthcare Savings Accounts (HSA) And High Deductible Health Plans (HDHP)
Andrews University Healthcare Savings Accounts (HSA) And High Deductible Health Plans (HDHP) Andrews University HSA/HDHP Why? A tax vehicle to set aside money for current and future medical expenses The
Health Savings Accounts: An Employer Overview
Health Savings Accounts: An Employer Overview Since salary alone is often not enough to attract and retain valued employees, what can your business do to enhance its employee benefits package? Table of
INDIVIDUAL TAX ORGANIZER & ENGAGEMENT LETTER 2017 FORM 1040
INDIVIDUAL TAX ORGANIZER & ENGAGEMENT LETTER 2017 FORM 1040 This organizer is designed to assist you in gathering the information required for preparation of your individual income tax returns. Please
Your Exam Content Outline
Your Exam Content Outline The following outline describes the content of one of the New Mexico insurance examinations. The outlines are the basis of the examinations. The examination will contain questions
Your Exam Content Outline
Your Exam Content Outline The following outline describes the content of one of the New Mexico insurance examinations. The outlines are the basis of the examinations. The examination will contain questions
Benefits After Separation
Benefits After Separation A Guide in Transfer, Termination, & Retirement Full-time Academic & Staff Employees of Indiana University JAN 2017 Foreward Indiana University provides a variety of benefit plans
My Retirement. A Guide to Planning for Your Future
My Retirement. A Guide to Planning for Your Future You Are Retiring Soon TIP: START THE PROCESS THREE MONTHS OUT If possible, start the retirement process about three months before you retire. This will
Clarity Tax Rate and WRS Rate Changes 2019
Clarity Tax Rate and WRS Rate Changes 2019 Clarity Tax Rate and WRS Rate Changes 2019 Table of Contents Federal Tax Rates... 2 Step 1 Enter Changes for Social Security Limits... 3 Step 2 Enter Changes
Organizing Your Life s Valuable Financial Information
Thank you for downloading the Personal Wealth Guide. Below is information that should help you gather your valuable documents. We recommend using a loose leaf format notebook to help you customize it and
Learning Objectives After reading Chapter 1, participants will able to: After reading Chapter 2, participants will able to:
Learning Objectives After reading Chapter 1, participants will able to: 1. Match short-term financial goals with the four generic investment purposes stating the planning purpose of this process, recognize
Syllabus and Grading Policy (Tentative subject to text changes)
Golden Gate University Masters of Science in Financial Planning Course FI 426 3 Units Faculty: Ross W. Richardson, MS, CFP Syllabus and Grading Policy (Tentative subject to text changes) 1. Course Description:
Examination Content Outlines Effective Date: January 15, 2016
North Carolina Insurance Supplement Examination Content Outlines Effective Date: January 15, 2016 LIFE AGENT I. TYPES OF INDIVIDUAL LIFE INSURANCE... 17 A. Term 1. General nature 2. Basic types of term
NORTH CAROLINA Insurance Content Outlines
Insurance Content Outlines North Carolina Insurance Supplement Examination Content Outlines Effective Date: 1/15/2017 LIFE AGENT (55 questions plus 5 pretest questions) This examination will test topics
good to know health and welfare benefits when you leave chevron excerpts
good to know health and welfare benefits when you leave chevron excerpts human energy. yours. TM This overview is provided to help you understand how your health and welfare benefits may change and the
APPLICATION FOR RETIREMENT BENEFITS
APPLICATION FOR RETIREMENT BENEFITS Complete all applicable sections and return with required attachments to: A & I BENEFIT PLAN ADMINISTRATORS 1220 SW MORRISON ST STE 300 PORTLAND, OREGON 97205 1-800-413-4928
FINANCIAL PLANNING AND GOAL SETTING
financial planning FINANCIAL PLANNING AND GOAL SETTING our mission The mission of The USAA Educational Foundation is to help consumers make informed decisions by providing information on financial management,
Source: Life Office Management Association & Insurance Information Institute
Glossary of Selected Insurance Terms Source: Life Office Management Association & Insurance Information Institute *Terms marked with an asterisk are from LOMA's Glossary of Insurance and Financial Services