Upcoming Webinars

Kurt Czarnowski

Tuesday, January 25, 2022 | 12:00 PM — 1:00 PM EST

Social Security and Retirement Planning: A Hit or Myth Proposition

Presented by:
Kurt Czarnowski

Former Regional Communications Director at the Social Security Administration

Social Security's retirement program has been a basic part of American life for more than 85 years.  But, despite the age, the size, and the economic impact of the Social Security system, the myths, and misunderstandings about what the program is, as well as what it isn’t, are sizeable.   

Now, as Baby Boomers reach retirement age, they are beginning to realize that Social Security is going to play a bigger part in their retirement than they had previously thought.   But they are also starting to realize that they don’t know as much about the system as they should. 

Join Kurt Czarnowski, the Social Security Administration’s former Regional Communications Director for New England, for a special webinar when he will provide a wealth of information about the system and the new adjustments for calculating benefits in 2022. He will cover topics such as when someone can start to collect, how a retirement benefit is calculated, and the impact of working in retirement.  He will also provide the latest information on the changes to the claiming strategies that couples have been able to employ in order to maximize their Social Security benefits.

Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.  

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Marguerita Cheng, CFP®, CRPC, RICP®, CDFA®

Tuesday, February 08, 2022 | 12:00 PM — 2:00 PM EST

CFP Board New Code of Ethics & Standards of Conduct

Presented by:
Marguerita Cheng, CFP®, CRPC, RICP®, CDFA®

Chief Executive Officer at Blue Ocean Global Wealth

Join Marguerita M. Cheng, CFP®, Chief Executive Officer at Blue Ocean Global Wealth, for a special webinar focusing on the Certified Financial Planner Board of Standards’ (CFP) required learning objectives. This program fulfills the requirement for CFP Board-approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.

At the end of the course, participants will be equipped to:
  • Identify the structure and content of the revised Code & Standards, including significant changes and how the changes affect CFP® professionals
  • Act in accordance with CFP Board's fiduciary duty
  • Apply the Practice Standards when providing Financial Planning Recognize situations when specific information must be provided to a client
  • Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest

Please Note: Two CE Ethics credits will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

Register Now