Course # | Course Concentration | KY Provider Name | Completion Date | Method of Instruction | Credit Hours | Compliance Date |
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HS 355 Managing the Retirement Income Plan - C11486 | Life and Health | American College, The | 10/26/2023 | Correspondence | 21 | 6/30/2024 |
HS 355 Managing Retirement Income Plan - Ethics - C11562 | Ethics | American College, The | 10/26/2023 | Classroom | 3 | 6/30/2024 |
HS 354 Sources of Retirement Income - C66785 | Life / Variable | American College, The | 5/4/2023 | Correspondence | 12 | 6/30/2024 |
HS 353 Retirement Income Process, Strat., & Sol. - C99375 | Life | American College, The | 12/17/2022 | Correspondence | 12 | 6/30/2024 |
Charitable Gift Planning Trends & Tactics-Webinar - C24658 | Life | Children's Hospital Medical Center | 11/17/2022 | Classroom | 2 | 6/30/2024 |
Long_Term Care Hybrid Products & Partnership 4Hour - C20065 | Long Term Care Partnership Act | Kaplan | 6/27/2022 | Correspondence | 4 | 6/30/2022 |
Introduction to Trusts: Case Studies, 3RD Edition - C93490 | Life and Health | Kaplan | 6/26/2022 | Correspondence | 4 | 6/30/2022 |
Ethics,4th Ed - C20632 | Ethics | Kaplan | 6/16/2022 | Correspondence | 3 | 6/30/2022 |
Retirement Planning - C17194 | Life and Health | Broker Educational Sales and Training | 3/22/2022 | Correspondence | 12 | 6/30/2022 |
Advanced Roth Planning:How to Squeeze More Juice Out of the Tax Lemon - C16727 | General Insurance Principles | FPA of Greater Cincinnati | 11/5/2021 | Classroom | 1 | 6/30/2022 |
Saving with Ohio''s 529 (Classroom) - C17809 | General Insurance Principles | FPA of Greater Cincinnati | 8/17/2021 | Classroom | 1 | 6/30/2022 |