CFP Approval Status

TIME

SESSION TITLE

CFP HOURS

Monday, January 30, 2023

8:00 – 9:50

Building Blocks of Blockchain: Planning and Taxation of Cryptocurrency

2

10:00 – 11:50

SECURE Act & Recent Developments in Estate Planning for Retirement Benefits

2

01:00 – 03:50

Managing the Illusion within the Illustration

3

Tuesday, January 31, 2023

08:00 – 09:50

Protecting Your Professional Legacy: Best Practices for Succession Planning and Navigating Practice Breakups

n/a

10:00 – 11:50

Not Your Old-School Employee Stock Ownership Plan: Modern Design, Creative Trends, and Advisor Opportunities

2

01:00 – 03:50

IRA and Retirement Income Planning Workshop for 2023

3

Wednesday, February 1, 2023

08:00 – 09:50

Planning for the Impact of Parent Care on the Sandwich Generation

2

10:00 – 11:50

Social Security: Your Clients’ Largest (Underappreciated) Asset Hiding in Plain Sight

2