Creating A Living Legacy
2026-05-28 09:00 - 12:00 (America/New_York)
Thursday, May 28, 2026; 9:00 – 12:00 p.m. | US/Mountain
This course is CE approved for Three Life, A&H credits in CO, and General CE credits in Iowa. The content covers legacy planning with Charitable Reminder Trusts, Annuities, Life Insurance, Donor Advised Funds, Foundations, Secure Act and more… Learn more about working in this specialized market.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #51074 – Mountain: 9:00 – 12:00
Iowa Course #102490 – Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order before the event.
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Gen X and Y, It's Time to Plan
2026-05-29 09:00 - 12:00
Friday, May 29, 2026; 9:00 – 12:00 p.m. | US/Mountain
Gen X and Y, It’s Time to Plan (Gen Z is also included), and the course is CE approved for Three Life, A&H credits in CO, and Three General CE credits in Iowa. The course covers working with clients in those generations, their interests, and inflation challenges moving forward.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #54435 – Mountain: 9:00 – 12:00
Iowa Course #84999 – Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order before the event.
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