$99.00

NAIFA and the Society of Financial Service Professionals (FSP) joined together to create a three-part virtual event that allows attendees to work through a complex case with a panel of family estate and business planning experts.

$19.00

Overview With the potential for rising tax rates in the near future, changes to retirement planning in the CARES Act and SECURE Act, and other potential changes coming down the pipeline many business owners and individuals are looking to maximize their tax advantaged savings opportunities. One overlooked strategy is often after-tax contributions to retirement accounts [...]

$89.00

By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.

Sale!
$19.00

Program Overview This webinar will explore the use of bitcoin investments in qualified retirement plans.  We will discuss the Internal Revenue Service, Department of Labor, and certain state laws regarding the use of bitcoin in retirement plan investment platforms. You Will Learn How To: A brief overview of virtual currencies like bitcoin The regulatory risks [...]

$19.00

This article appeared in the January 2021 Journal of Financial Service Professionals. 

$49.00

FSP Theory into Practice: FSPtips programs deliver actionable learning—focused on how you can apply the most current information to better serve clients immediately.

$1,300.00

By clicking "Buy Now" you will be redirected to Kaplan to complete your purchase.

$1,300.00

By clicking "Buy Now" you will be redirected to Kaplan to complete your purchase.

$19.00

This article appeared in the July 2020 Journal of Financial Service Professionals. 

$19.00

This article appeared in the November 2021 Journal of Financial Service Professionals. 

$19.00

This article appeared in the January 2022 Journal of Financial Service Professionals. 

$19.00

This article appeared in the May 2021 Journal of Financial Service Professionals.