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CE ITEMS
RETIREMENT PLANNING
CourseAuthorTitle Level CECPEPrice 
1003117Jim Pasztor, CFP®Fundamentals of Defined Contribution Plans I 30$30.00 Description
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1003219Donald Johnson, CFP®Retirement Planning B 30$30.00 Description
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1003150Donald Johnson, CFP®Deferred Compensation and Other Benefit Plans for Key Executives I 30$30.00 Description
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1003204Robert E. Pennington, JD, LLMTypes and Characteristics of Retirement Plans B 30$30.00 Description
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1003134Jim Pasztor, CFP®Deferred Compensation and Stock Plans A 30$30.00 Description
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1003181Jim Pasztor, CFP®Retirement Plan Distributions and Plan Selection I 40$40.00 Description
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1003114Jim Pasztor, CFP®Fundamentals of 401k Plans A 30$30.00 Description
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1003115Jim Pasztor, CFP®Defined Benefit Plans B 30$30.00 Description
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1003130Robert E. Pennington, JD, LLMFiduciary Issues, Prohibited Transactions, Claims and Examinations B 30$30.00 Description
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1003189Samuel Van Why, MASEP, SIMPLE and SARSEP Plans I 30$30.00 Description
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1003206Robert E. Pennington, JD, LLMWhen to Retire I 30$30.00 Description
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1003162Jim Pasztor, CFP®Employee Group Benefits B 30$30.00 Description
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1003174Jim Pasztor, CFP®Planning for Retirement and Social Security B 30$30.00 Description
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1003160Jim Pasztor, CFP®Traditional, Roth and SIMPLE IRAs I 30$30.00 Description
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1003172Jim Pasztor, CFP®403b Plans and Other Plan Issues I 30$30.00 Description
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1003168Robert E. Pennington, JD, LLMAn Overview of Retirement Plan Distributions B 30$30.00 Description
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1003178Robert E. Pennington, JD, LLMQualified Plan and IRA Distributions I 30$30.00 Description
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1003141Robert E. Pennington, JD, LLMIndividual Deferred Compensation B 30$30.00 Description
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1005049Gregg A. Parish, JDRetirement Planning and Relationship Issues for Domestic Partners B 30$30.00 Description
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1003142Samuel Van Why, MAIndividual Retirement Accounts IRAs B 30$30.00 Description
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1003218Robert E. Pennington, JD, LLMPlan Design, Installation, Administration and Amendments I 30$30.00 Description
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1003116Samuel Van Why, MADefined Contribution Plans B 30$30.00 Description
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1003101Robert E. Pennington, JD, LLM401k Plans B 30$30.00 Description
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1003173Samuel Van Why, MAPlan Establishment, Operation, Investment Objectives, Penalties and Termination I 40$40.00 Description
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1003140Michael B. Cates, MS, CFP®, ATPIncome Taxes and the Retiree I 30$30.00 Description
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1003161Jim Pasztor, CFP®Nonprofit Organization and Government Plans B 30$30.00 Description
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1003152Robert E. Pennington, JD, LLMInvestment Opportunities for an Individual's Retirement B 30$30.00 Description
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1003169Donald Johnson, CFP®An Overview of Retirement Planning B 30$30.00 Description
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1003182Robert E. Pennington, JD, LLMThe Retirement Planning Process and Meeting Multiple Financial Objectives B 30$30.00 Description
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1003105Robert E. Pennington, JD, LLMAsset Management and Investment Strategy During Retirement I 30$30.00 Description
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1003121Robert E. Pennington, JD, LLMEmployer-Sponsored Plans B 30$30.00 Description
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1003192Robert E. Pennington, JD, LLMSources of Retirement Income B 30$30.00 Description
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1005022Frank R. Vidin, CFP®Developing a Retirement Income Hierarchy I 10$10.00 Description
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1003148Jim Pasztor, CFP®Fundamentals of Defined Benefit Plans A 30$30.00 Description
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Notice to Users
 CFP®, CERTIFIED FINANCIAL PLANNERTM, 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 PLANNERTM 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.