Skip Navigation

Live CE Webinar

So You Made Some Money. . . Now What?  Financial Planning from Salary to Social Security

So you made some money. . . now what?  This course will help to identify functions of personal financial planning and how risk management tools can be used in meeting a family's financial planning objectives.  It will assist in exploring retirement planning and time value of money concepts as well as the role of Life Insurance, Annuities and Mutual Funds in meeting personal financial planning objectives.  Instructor: KAREN KLAASSEN, CLU, LUTCF
Schedule
September 13      9 a.m. - noon
November 13      9 a.m. - Noon
 
Watch for your confirmation with webinar instructions to arrive via email from iab@iabforme.com the day prior to your scheduled webinar. You can proactively whitelist this email address to facilitate the delivery process. Check all spam/junk files if you do not receive the email, or contact IA&B right away.
 
Continuing Education Approvals

Delaware - 3 GEN

Maryland - 3 LH

Pennsylvania - 3 GEN

 

Search/register for any upcoming live webinar