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CE ITEMS
RETIREMENT PLANNING
Course
Author
Title
Level
CE
CPE
Price
1003171
Robert E. Pennington, JD, LLM
Personal Savings: Investing for Retirement
B
3
0
$30.00
Description
Enroll
1003117
Jim Pasztor, CFP
®
Fundamentals of Defined Contribution Plans
I
3
0
$30.00
Description
Enroll
1003219
Donald Johnson, CFP
®
Retirement Planning
B
3
0
$30.00
Description
Enroll
1003150
Donald Johnson, CFP
®
Deferred Compensation and Other Benefit Plans for Key Executives
I
3
0
$30.00
Description
Enroll
1003204
Robert E. Pennington, JD, LLM
Types and Characteristics of Retirement Plans
B
3
0
$30.00
Description
Enroll
1003134
Jim Pasztor, CFP
®
Deferred Compensation and Stock Plans
A
3
0
$30.00
Description
Enroll
1003181
Jim Pasztor, CFP
®
Retirement Plan Distributions and Plan Selection
I
4
0
$40.00
Description
Enroll
1003114
Jim Pasztor, CFP
®
Fundamentals of 401k Plans
A
3
0
$30.00
Description
Enroll
1003115
Jim Pasztor, CFP
®
Defined Benefit Plans
B
3
0
$30.00
Description
Enroll
1003130
Robert E. Pennington, JD, LLM
Fiduciary Issues, Prohibited Transactions, Claims and Examinations
B
3
0
$30.00
Description
Enroll
1003189
Samuel Van Why, MA
SEP, SIMPLE and SARSEP Plans
I
3
0
$30.00
Description
Enroll
1005035
Michael Snowdon, MA, CFP
®
, CMFC
The Retirement Cash Flow Considerations
A
2
0
$20.00
Description
Enroll
1003206
Robert E. Pennington, JD, LLM
When to Retire
I
3
0
$30.00
Description
Enroll
1003162
Jim Pasztor, CFP
®
Employee Group Benefits
B
3
0
$30.00
Description
Enroll
1003174
Jim Pasztor, CFP
®
Planning for Retirement and Social Security
B
3
0
$30.00
Description
Enroll
1003160
Jim Pasztor, CFP
®
Traditional, Roth and SIMPLE IRAs
I
3
0
$30.00
Description
Enroll
1003172
Jim Pasztor, CFP
®
403b Plans and Other Plan Issues
I
3
0
$30.00
Description
Enroll
1003168
Robert E. Pennington, JD, LLM
An Overview of Retirement Plan Distributions
B
3
0
$30.00
Description
Enroll
1003178
Robert E. Pennington, JD, LLM
Qualified Plan and IRA Distributions
I
3
0
$30.00
Description
Enroll
1003141
Robert E. Pennington, JD, LLM
Individual Deferred Compensation
B
3
0
$30.00
Description
Enroll
1005049
Gregg A. Parish, JD
Retirement Planning and Relationship Issues for Domestic Partners
B
3
0
$30.00
Description
Enroll
1003142
Samuel Van Why, MA
Individual Retirement Accounts IRAs
B
3
0
$30.00
Description
Enroll
1003218
Robert E. Pennington, JD, LLM
Plan Design, Installation, Administration and Amendments
I
3
0
$30.00
Description
Enroll
1003116
Samuel Van Why, MA
Defined Contribution Plans
B
3
0
$30.00
Description
Enroll
1003101
Robert E. Pennington, JD, LLM
401k Plans
B
3
0
$30.00
Description
Enroll
1003173
Samuel Van Why, MA
Plan Establishment, Operation, Investment Objectives, Penalties and Termination
I
4
0
$40.00
Description
Enroll
1003140
Michael B. Cates, MS, CFP
®
, ATP
Income Taxes and the Retiree
I
3
0
$30.00
Description
Enroll
1003161
Jim Pasztor, CFP
®
Nonprofit Organization and Government Plans
B
3
0
$30.00
Description
Enroll
1003152
Robert E. Pennington, JD, LLM
Investment Opportunities for an Individual's Retirement
B
3
0
$30.00
Description
Enroll
1003169
Donald Johnson, CFP
®
An Overview of Retirement Planning
B
3
0
$30.00
Description
Enroll
1003182
Robert E. Pennington, JD, LLM
The Retirement Planning Process and Meeting Multiple Financial Objectives
B
3
0
$30.00
Description
Enroll
1003105
Robert E. Pennington, JD, LLM
Asset Management and Investment Strategy During Retirement
I
3
0
$30.00
Description
Enroll
1003121
Robert E. Pennington, JD, LLM
Employer-Sponsored Plans
B
3
0
$30.00
Description
Enroll
1003192
Robert E. Pennington, JD, LLM
Sources of Retirement Income
B
3
0
$30.00
Description
Enroll
1005022
Frank R. Vidin, CFP
®
Developing a Retirement Income Hierarchy
I
1
0
$10.00
Description
Enroll
1003148
Jim Pasztor, CFP
®
Fundamentals of Defined Benefit Plans
A
3
0
$30.00
Description
Enroll
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©2001-2012, the College for Financial Planning, all rights reserved.
Apollo Trademark Notification
Notice to Users
CFP
®
, CERTIFIED FINANCIAL PLANNER
TM
, and CFP (with flame logo)
®
are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP
®
, CERTIFIED FINANCIAL PLANNER
TM
or CFP (with flame logo)
®
certification marks. CFP
®
certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.