Live Programs

Approved for 1 CEU for AFCPE® Certified Professionals Approved for 1 Experience Hour for AFC® Candidates In this webinar, we will break into small groups to explore some of the most controversial ethical scenarios from our last few Ethics trainings.  Due to the nature of this training, space is limited and the webinar will…

Join Theresa Busher and Kelly Draggoo, Social Security Public Affairs Specialists, for a review of the spousal and survivor benefit eligibility rules. This presentation will explain who qualifies and how, and when/why the benefits are reduced. We will also answer questions about whether ex-spouses can qualify for spousal and survivor…

Insurance plays an important role in our financial lives. Join us for this informative session where we will learn about the following types of insurance: auto, life, renter's, health, and disability.

Dates: Wednesdays, September 8th - October 13th, 2021, 2:00 - 3:30 pm ET The course will occur over six live webinars. Each webinar will be recorded and available for viewing 24 hours after the live event. Credit as an Asset is CBA’s signature training that leverages the expertise and experience…

The Health Savings Account (HSA) is a strong financial planning tool.  In this webinar, Jackie Cummings Koski, a certified Health Savings Account expert (HSAe) will share her extensive knowledge of HSAs, including a comprehensive view of how HSAs (Health Savings Accounts) work and ways they can be optimized whether your…

COVID-19 transformed our traditional face-to-face relationship model overnight. Clients that were hesitant to meet virtually, have learned that a zoom session and live webinar is not as bad as they expected, and prospects recognized they no longer need to shake hands before becoming clients. Some would say that the advancements…