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Approved CLE Courses

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Course ID# Sort ascending Title Course Provider Course Type Course Date Total Attendance Credits Online/Audio Visual (Pre-Recorded) Credits In House Credits Legal Ethics, etc.* Credits Add Course
98254 Social Security – Understanding the Benefits Live Attendance 1.20 0 0 0.00 Add Course
98253 61st Annual NAEPC Advanced Estate Planning Strategies Conference Live Attendance 19.20 0 0 0.00 Add Course
93758 Maximizing the Value of Life Insurance – An Innovative Approach to Charitable Giving Live Attendance 1.20 0 0 0.00 Add Course
84729 60th Annual NAEPC Advanced Estate Planning Strategies Conference Live Attendance 19.20 0 0 1.20 Add Course
83670 Recent Developments in Estate Planning and Business Succession Planning: Structure Matters Live Attendance 1.20 0 0 0.00 Add Course
81915 SECURE Act 2.0: Qualified Charitable Distributions (QCDs) for Lifetime Income Gifts, Charitable Remainder Trusts (CRTs), and Charitable Gift Annuities (CGAs) Live Attendance 1.20 0 0 0.00 Add Course
79188 The Hidden Code of End-of-Life Decisions Live Attendance 1.20 0 0 0.00 Add Course
77112 A Potpourri of Timely Planning Tips Live Attendance 1.20 0 0 0.00 Add Course
73593 59th Annual NAEPC Advanced Estate Planning Strategies Conference Live Attendance 15.80 0 0 1.20 Add Course
72013 Estate Planning for LGBTQ+ Individuals and Couples Live Attendance 1.20 0 0 0.00 Add Course
69694 Charitable Giving with Non-Charitable Trusts Live Attendance 1.20 0 0 0.00 Add Course
68349 Charitable Planning Strategies for Regular People Live Attendance 1.20 0 0 0.00 Add Course
65614 Tax and Life Insurance Planning Update Live Attendance 1.20 0 0 0.00 Add Course
64457 2022 Florida Tax Institute Live Attendance 24.60 0 0 0.00 Add Course
61743 Gifting Techniques to Fund Irrevocable Life Insurance Trusts Live Attendance 1.20 0 0 0.00 Add Course
59027 Planning in the Current Environment: Steps to Recommend Now Live Attendance 1.20 0 0 0.00 Add Course
55340 Preparing Your Clients Now for Possible Estate and Income Tax Changes to Come Live Attendance 1.20 0 0 0.00 Add Course
55070 Changing the Retirement Planning Mold Live Attendance 3.00 0 0 0.00 Add Course
54259 2021 Florida Tax Institute Live Attendance 22.20 0 0 1.20 Add Course
53815 Split-Interest Charitable Trusts: CRATs, CRUTs, and All the Rest Live Attendance 1.20 0 0 0.00 Add Course
50289 Planning for a Client with a Special Needs Child Live Attendance 1.20 0.00 0 0.00 Add Course
49225 Advanced Practice Symposium: "Meet the Feldmans" Case Study Live Attendance 3.60 0.00 0 0.00 Add Course
48245 Fuzzy on Philanthropy? Solving Real-Life Client Problems with Charitable Gifts Live Attendance 1.20 0.00 0 0.00 Add Course
45352 Creative Distribution and Gifting Solutions for Charitable Planning after the SECURE Act Online/ Audio Visual (Pre-Recorded) 0 1.20 0 0.00 Add Course
44254 Modifying an Irrevocable Charitable Trust Online/ Audio Visual (Pre-Recorded) 0 1.20 0 0 Add Course