IRA Fundamentals and Small Business Retirement Plans
Total Credits: 1 including 1 CE Credit
- Average Rating:
- 4.5
- Category:
- Life
- Faculty:
- Mark Ricklefs
- Duration:
- 1 hr
- License:
- Access for 30 day(s) after program date.
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Audience: Agent and Customer Service Training
Description
Course Description:
Explore the pros and cons of IRAs and where small business retirement plans fit for you or your customers.
Please join Mark Ricklefs, CLU ChFC CFP, Certified Financial Planner Professional for this highly engaging, educational video!
Course Materials
| Traditional IRAs, Roth IRAs, and SEP | Available after Purchase | ||
| VA Agents - Course Information Doc-PLEASE READ! (155.5 KB) | Available after Purchase |
Dates
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Thu, Aug 13, 2020 - 11:00a to 11:58a EDT
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Thu, Sep 10, 2020 - 11:00a to 11:58a EDT
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Thu, Oct 08, 2020 - 11:00a to 11:58a EDT
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Thu, Nov 12, 2020 - 11:00a to 11:58a EST
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Thu, Dec 10, 2020 - 11:00a to 11:58a EST
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State Specific Details
State Approval Information DetailsKS - This course is approved for 1 hr - Life and Health CE - 988459 LHV - Note - KAIA will file your earned CE electronically within 10 business day after course completions
NJ - This course is approved for 1 hr CE - Course # 88892936
NC - This course is approved for 1 hr CE - Course# C99396
VA - This course is approved for 1 hr CE Course# 219283 (1 L&H)
Reviews
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Overall: 4.5
Total Reviews: 31
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