Attend the upcoming rebroadcast to receive CE without the need to take the online exam. Purchase of this course prior to the rebroadcast date gives you access to the online recorded webinar course immediately (quiz required to receive CE credit), and allows you to register for the Rebroadcast session on Tuesday, December 28, 2021, 1:00 PM – 2:00 PM EST.
Workers and their employers need to not only understand the financial impact of the WEP on a worker, but also possibly the impact on a worker’s spouse.
The good news is that the WEP effect is not as severe as the rumor mill makes it out to be, and there are potential ways to reduce the financial impact.
Mike is the owner of Integrity Financial Planning. Prior to Integrity, he worked over two years as a faculty member at the College for Financial Planning in Denver, training other financial advisors. Mike has extensive experience in the mutual fund industry, having worked 10 years with Fidelity Investments and Invesco Mutual Funds. He has an MBA in Finance from Baylor University, and he is a Certified Financial Planner™. Mike is also Certified Retirement Counselor® (CRC®).
He and his wife Nancy live in Salt Lake City; when not working on retirement issues, you’ll likely find Mike on his mountain bike somewhere in the Wasatch mountains.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout. After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs You are responsible for reporting all other certifications for CE credit.
The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.
QTY is not available.