Continuing education offerings

Credit hours: 1 | Not Approved in: AZ, CT, HI, MI, MO, MT, NJ, OK. PA, TX, DC, WV
Intended for CFP, CPE. CLU/ ChFC & CIMA

In this presentation we will look at the new inheritance rules for individual non-spouse beneficiaries that the SECURE Act puts in place for IRA owners through a review of the rules, case studies and an examination of some wealth transfer strategies that may be attractive for families to utilize in light of the SECURE Act changes.

Credit hours: 1 | Not approved in: AK, CA, GA, HI, MO, NJ, OK, TX, WA
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS

Most investors save for retirement with a 401(k), 403(b) or other tax-deferred account, which may result in a hefty tax bill or higher tax bracket for your clients when they withdraw income — especially at age 72, when RMDs begin. This course reviews tax basics and discusses the importance of having tax flexibility among various investments and accounts.

Credit hours: 1 | Not approved in: AK, HI, NJ, OK & TX
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS

This course will discuss planning opportunities to reduce the impact of taxes on your client's retirement income, such as net unrealized appreciation, HSAs, Roth conversions and qualified charitable deductions. We'll also cover case studies that demonstrate how the order of withdrawals can impact the longevity of a retirement income plan.

Credit hours: 1 | Not approved in: CA, CO, NV, NJ, OK, VA & WA
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS

To Roth or not to Roth: That is the question we address in this CE webinar. This course addresses the challenges of large traditional IRAs, how a Roth can benefit retirees with tax-free retirement income, and other factors to consider before making a conversion.

Credit hours: 1
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS

Don't risk losing a client due to lack of Social Security knowledge. In this CE presentation, we'll focus on the Social Security rules you should know and discuss integrating your client's Social Security decision into a comprehensive retirement income plan.

Credit hours: 1 | Approved in all states
Intended for CFP, CIMA, CLU, ChFC

In this course, we'll examine the various designs of protection components within registered indexed-link annuities (RILAs). Round out your knowledge of RILAs with an overview of their history and how they compare to other types of annuity products.

Credit hours: 1 | See registration page
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS

Attend this presentation to find out how LTC benefits can be tax-free, based on either a set daily amount or the actual costs incurred. Learn about the tax advantages and HSA eligibility of regular LTC policies, discover potential deductions for business owners, and get tips on simplified tax reporting, covering linked benefit policies and rules for policy exchanges.

Credit hours: 1 | See registration page
Intended for : CFP, CIMA, CLU, ChFC, CRPC, CRPS

Learn how the Nonqualified Annuity Stretch helps you delay taxes, transfer assets more efficiently, manage distributions strategically, and become a crucial part of planning for the future. It also supports long-term planning and allows you to help your clients leave a lasting legacy for their heirs.

Credit hours: 1 | Not approved in: GA, OK, MD & SC
Intended for CFP, CPE, CLU/ChFC, CIMA

This course will teach insurance agents, financial professionals and CPAs how to avoid some of the common nonqualified annuity mistakes.

Credit Hours: 1 | Not approved in: AK, HI, TX and VA
Intended for CFP, CPE. CLU/ ChFC & CIMA

An in-depth look at the primary features of a nonqualified deferred compensation plan, Code section 409A rules and restrictions, design consideration and informal financing options.

Credit Hours: 1 | Not approved in: OK, TX, VA and WA
Intended for ASPPA, CFP, CPE. CLU/ ChFC & CIMA

A brief history of qualified plans and how the growth of defined contribution salary deferral plans impacted the development of cash balance plan; what a cash balance plan is; key features of cash balance plans; what types of businesses are best suited to establish a cash balance plan; how to set up such a plan; and a case study showing a snapshot of how cash balance plan contributions might look from a sample professional services firm.

Credit hours: 1 | Not approved in: AK, CO, MO, NV, NJ, OK, VA, WA
Intended for ASPPA, CFP, CPE, HRIS/SHRM, CLU/ChFC & CIMA

This presentation explains four unique investments (ESG, Private Equity, Cryptocurrency, and Stable Value) and their use in ERISA-qualified retirement plans.

Credit hours: 1 | Not available for state insurance credit
See registration page for designation information

Join Nationwide leaders for our 2024 mid-year outlook webinar. This timely webinar will offer insights and perspectives on market and economic factors shaping the remainder of 2024 including the following premises. Current issues impacting the overall economy, insights into trends that could impact economic, and near and longer-term areas of opportunity across equities and bonds.

Credit hours: 1 | Not approved in: NJ - Pending in: HI
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS

Understanding the historical and current considerations of your Black clients will help you draft personalized retirement plans that take on a more holistic framework. The first step is understanding the impacts of historical financial discrimination and how this has helped shape the current state of financial affairs. From this understanding, you can better prepare planning conversations around retirement, Social Security, healthcare and long-term care to better prepare this generation, and the next.

Credit hours: 1 | Not approved in: CT, GA, HI, NJ, TX
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS

Your Hispanic clients deserve custom planning considerations that address their unique situations and solve for their retirement planning needs. This session provides relevant Hispanic consumer insights that may frame the way you think about, and plan with, your growing Hispanic client roster.

Credit hours: 1 | Not approved in: AK, HI, NJ, OK & TX
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS

LGBTQ professionals are a growing client segment in financial services. These clients may have special considerations a financial professional should take into account when talking to them about choices they make around current finances, as well as short and long-term financial goals. This course will provide insights into working with LGBTQ clients and highlight those considerations that may differentiate the analysis and guidance that is typically provided.

Credit hours: 1 | Not approved in: AK, NH, TX
Intended for CFP, CIMA, CLU, ChFC

As they prepare for and live in retirement, women are faced with unique challenges related to Social Security, health care and long-term care. Explore the changing landscape within this demographic and walk away with actionable insights to better serve your female clients and strengthen your advisory business.

Credit hours: 1 | Not approved in: CA, MO, NV, NJ, TX, VA and WA
Intended for CPF, CIMA, CLU, ChFC, CRPC, CRPS

To avoid beneficiary designation mistakes, it is crucial to thoroughly understand the contractual details, coordinate with the client's overall planning, consider tax implications, and align the designations with the client's specific goals and preferences. This presentation covers a comprehensive approach that ensures accurate and effective beneficiary designations in line with the client's wishes and broader financial strategy.