Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
Share This Webinar
To invite people, share this page:
About This Webinar

ENTER WEBINAR DESCRIPTION HERE

Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.

Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.

For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.

For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.

All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.

When: Tuesday, January 7, 2025 · 3:30 p.m. · Eastern Time (US & Canada)
Duration: 1 hour 30 minutes
Language: English
Who can attend? Everyone
Ticket Price: $49.00
Dial-in available? (listen only): Yes
Dial-in Number: This is a premium Webinar. Please log in or register for this Webinar to view the dial-in info.
Featured Presenters
Webinar hosting presenter
Team Lead, Advanced Planning at Commonwealth Financial Network
David Haughton, JD is Team Lead, Advanced Planning at Commonwealth Financial Network®, Member FINRA/SIPC. With the firm since March 2018, David provides estate, trust, charitable, education, business, and social security planning support to advisors. He also plays a key role in tracking and interpreting legislation affecting individual taxation and financial planning. He is a graduate of UMass Amherst and earned his JD at the Massachusetts School of Law. He is admitted to the Massachusetts and New Hampshire bar, as well as the U.S. District Court, District of Massachusetts, and the U.S. District Court, Court of New Hampshire. He is also a Certified Private Wealth Advisor® practitioner.