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TL 101 SECURE 2.0 Act in Practice

Learn the latest on what’s inside the SECURE 2.0 Act and what it means for your clients – from those planning for retirement to others actively in the decumulation or distribution phase. This on-demand resource library includes a 50-minute, on-demand video, an 11-minute video detailing the Act’s impact on IRAs, and two downloadable resources. The 50-minute video is available for one credit of CFP® and College CE. 000419 Thought Leadership Single Course 2 1.00 Consumer Financial Education No No 0004191 0

TL 100 STUDENT LOAN PLANNING FOR TODAY

Student loan planning has come under the microscope in Washington, in the courts, and across your client conversations. Receive the latest on the income driven repayment program, identify impacts of public service loan forgiveness, and receive key resources to share with your clients impacted by the latest updates. Take away the applied knowledge to engage immediately. 000414 Thought Leadership Single Course 1 1.00 Consumer Financial Education No No 0004141 0

Purposeful Philanthropic Management

A Spectrum of Legacies

Learn a process to turn excess wealth into a legacy of impact for your family, heirs, and the causes you care about the most.

Financial Self-Discovery

Know Yourself, Grow Your Wealth®

Improve your relationship with money with bite-sized chunks of personal finance knowledge accessible on-the-go.