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CE Webinars & Zoom CE...engaging,
informative, interesting and
enjoyable.
Brett has, and is currently creating more, webinars to conduct public and private, exclusive, state-specific approved
CE instruction and training on a large number of 1, 2, 3, & 4 credit hours
on traditional and
"cutting edge" current topics.
Webinar/Zoom CE
Instruction and live CE Classes can take many effective, economical forms:
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On your computer screen |
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In your office training center |
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At a facility convenient to your office |
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As part of a company sponsored event |
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As part of a social, recreational or sports outing |
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Tied into a marketing campaign or sales contest |
Brett will soon be providing Webinar/Zoom CE courses to interested parties and
webinar instruction for
both individuals and small/large groups at the individual, agency and company levels.
He will also personally deliver his CE Webinars for "exclusive" clients on
a variety of continuing education topics.
Students will benefit from Brett's experiences, insight, and
practical approaches in a straight forward, engaging, and entertaining way.
Thousands have given Brett high marks for making their CE experience
worthwhile and far superior to what they have been previously exposed.
To receive information or to have us contact you, just let us know by
clicking here:
Brett has taught CE webinars and live CE classes over a two decades on a number of
subjects. He is currently prioritizing and finalizing webinars that will
include the many following topics:
CE Webinars - Sample "General" Topics
for Any State
(Power
Point, Timed Outlines, Handouts, Subject Content Text)
Annuities
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Annuities...a lot about 'em! |
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Annuities...Fixed! |
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Annuities...Variable! |
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Annuities...Indexed! |
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Annuities...Senior Suitability & Sales Practices |
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Annuities...Annuity Suitability |
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Annuities...NAIC Suitability in Annuity Transactions
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Anti-Money Laundering
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AML - Anti-Money Laundering |
Business
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Business...Top 10 Life Insurance Planning Mistakes
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Business...401K Topics and Trends |
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Business...401(k) Plans Mechanics |
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Business...DI-The Triple Threat |
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Business...DI-Overhead Expense Protection |
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Business...DI-Key Employee Replacement |
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Business...Business Continuation |
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Business...Business Owners and Key Employee Solutions |
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Business...Business Planning with Disability Insurance |
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Business...Executive Nonqualified “Excess” Plan |
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Business...Fiduciary Liability in Retirement Plans |
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Business...Exit Planning and Wealth Transfer Strategies |
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Business...Key Employee Benefits for Growing Companies |
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Business...Business Exit Strategies Concepts– Basic |
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Business...Business Exit Strategies Concepts– Adv |
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Business...New Concepts in Wealth Transfer Planning
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Business...Planning Solutions for Flow Through Entities |
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Business...Primary Uses of Deferred Compensation |
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Business...Qual Automatic Contribution Arrangement
(QACA) |
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Business...Qual Plan Solutions to Benefit Key Employees
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Business...Retirement Plan Solutions |
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Business...Roth Elective Deferral Contributions |
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Business...Section 409A and Regulatory Issues |
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Business...Tax Exempt Entities – 457 Retirement Plans |
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Business...The Executive Nonqualified Defined Benefit Plan |
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Business...Total Retirement Solutions |
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Business...Understanding Not-for-Profit Plans |
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Business...Inservice Rollover Strategy/Retirement Transition |
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Business...Bridge the Gap with Retirement Income Strategies |
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Business...Section 409A Issues & Exec NQ “Excess” Plan |
Disability
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Disability Income
Policies! |
Estate Planning
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Estate Planning...Estate
Planning & Wealth Protection Strategies |
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Estate Planning...Trusts
in Estate Planning |
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Estate
Planning...Charitable Planning |
Ethics
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Ethics...Money Matters |
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Ethics...Seniors Beware! |
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Ethics...A View From
Different Angles |
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Ethics...Laws & Outlaws |
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Ethics...Pulling the
Plug…When, If, & Who? |
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Ethics...Anti
Money Laundering! |
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Ethics...Fraud,
Scams, & Schemes! |
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Ethics...One Size Does NOT Fit All! |
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Ethics...To Be or NOT to Be! |
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Ethics...Doing the Right Thing! |
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Ethics...The
Good, Bad & Really Bad! |
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Ethics...What Would George Washington Do? |
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Ethics...Identity Theft! |
Flood
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Flood - NFIP Nat'l Flood Ins Program |
Health
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HSAs & Health Plans...Tax Flavored! |
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Health - Patient Protection &
Affordable Care Act |
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Health - Affordable Care Act...What's Happening
Now? |
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Health - Affordable Care Act...The Marketplace! |
Homeowner
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Homeowner's Insurance...Getting It
Right! |
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Homeowner's Insurance Valuation...What's It
Worth? |
Identity Theft
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Identity Theft |
Investments
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Investments - Hedge Funds Basics |
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Investments - Market
Risks and Rewards |
Life
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Life Insurance - Mistakes, Tax Traps, & Pitfalls! |
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Life - 10 Common Life Ins Planning Mistakes & How to Avoid Them |
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Life - Premium Financing Without a Third-Party Lender |
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Life Insurance - Tax Pitfalls |
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Life Insurance - Basics |
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Life Insurance - Principles |
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Life Insurance - Taxation |
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Life Insurance - Checkup |
LTC
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LTC & Partnership 8-Hr
Initial |
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LTC & Partnership 4-Hr Ongoing
A |
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LTC & Partnership 4-Hr Ongoing
B |
Medicare, Medicaid, Medigap
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Medicaid - Who Gets What? |
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Medigap - Filling Gaps in Medicare |
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Medicare - All About It! |
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Medicare, Medicaid,
Medigap...New Stuff & Updates! |
P&C
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P&C - Auto Insurance: Two
Perspectives! |
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P&C - EarthQuakes,
Wildfires, Wind, & Floods |
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P&C - A Guide to Commercial
Insurance |
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P&C - Small & Home
Business Insurance |
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P&C - Anti-Money
Laundering |
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P&C - Identity Theft |
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P&C - Fraud, Scams &
Schemes! |
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P&C - Renters, Condo &
Mobile Home Insurance |
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P&C - EarthQuake Insurance |
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P&C - Flood...National
Flood Ins Program |
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P&C - Floods & Flood
Insurance |
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P&C - Floods, Flooding, &
Insuring Against It |
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P&C - Homeowners', Renters,
& Business Insurance |
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P&C - Homeowners'
Insurance Valuation |
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P&C - Cyber Liability (in
progress) |
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P&C - Cyber Liability |
Retirement
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Retirement - Soc Sec…Avoid Mistakes & Maximize Income |
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Retirement - Assets & Income Optimization Strategies |
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Retirement - Stretch Family Multigenerational Legacy IRA |
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Retirement - Optimization Strategies |
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Retirement - Individual..." Uncle
Sam & Me" |
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Retirement - Employer...it's on the
House! |
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Retirement - Reverse Mortgages...A Wise
Idea? |
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Retirement - Qualified Solutions |
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Retirement - Coping With Volatile Markets |
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Retirement - Savings Vehicles |
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Retirement - Social Security |
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Retirement - Creating Income Streams |
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Retirement - What Clients May Not Know
About Soc Sec & What it Costs Them |
Taxation
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Taxes, Taxes,
Taxes...Issues & Answers! |
More
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...plus ALL Online Courses & Classes can be
Webinar CE, just ask! |
To receive information or to have us
contact you, just let us know by clicking here: or call 770-331-9458
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