Course # | Course Concentration | KY Provider Name | Completion Date | Method of Instruction | Credit Hours | Compliance Date |
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Ethical Standards for Producers - C08627 | Ethics | Quest Continuing Education Solutions | 3/27/2025 | Correspondence | 3 | 5/31/2025 |
Social Security and Retirement Planning - C18413 | General Insurance Principles | Quest Continuing Education Solutions | 3/27/2025 | Correspondence | 20 | 5/31/2025 |
SOCIAL SECURITY PRESENTATION - C100180 | Life | Society of Financial Service Professionals (Lexington, KY) | 8/27/2024 | Classroom | 4 | 5/31/2025 |
Medicare And Financial Planning-Classroom - C26924 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 5/14/2024 | Classroom | 1 | 5/31/2025 |
Fiduciary Update & Guide To DOL-Classroom - C26757 | General Insurance Principles | Society of Financial Service Professionals (Lexington, KY) | 3/12/2024 | Classroom | 1 | 5/31/2025 |
Elder Care Planning-Classroom - C26539 | Life | Society of Financial Service Professionals (Lexington, KY) | 2/6/2024 | Classroom | 1 | 5/31/2025 |
Situational Social Security-Classroom - C26541 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 1/16/2024 | Classroom | 1 | 5/31/2025 |
Secure 2.0 Retirement Plan Updates-Classroom - C26306 | Life | Society of Financial Service Professionals (Lexington, KY) | 11/14/2023 | Classroom | 1 | 5/31/2025 |
Making Retirement More Efficient-Classroom - C26246 | Annuities and Securities | Society of Financial Service Professionals (Lexington, KY) | 10/10/2023 | Classroom | 1 | 5/31/2025 |
SuccessionPlanning&SellingCloselyHeldBusiness - C26085 | Life | Society of Financial Service Professionals (Lexington, KY) | 9/12/2023 | Classroom | 1 | 5/31/2025 |
Behavioral Guidance During Market Volatility-Class - C25577 | Life | Society of Financial Service Professionals (Lexington, KY) | 6/13/2023 | Classroom | 1 | 5/31/2025 |
A World Of Possibilities With 529 Plans-Classroom - C25575 | Life | Society of Financial Service Professionals (Lexington, KY) | 5/13/2023 | Classroom | 1 | 5/31/2023 |
Conversations That Light The Way-Classroom - C25573 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 4/16/2023 | Classroom | 1 | 5/31/2023 |
Fiduciary Update 2023 & Secure Act 2.0 - C25535 | Life | Society of Financial Service Professionals (Lexington, KY) | 3/25/2023 | Classroom | 1 | 5/31/2023 |
Ethically Serving Seniors with Diminished Capacity - C93473 | Ethics | WebCE, Inc | 3/10/2023 | Correspondence | 3 | 5/31/2023 |
ProbateCourt:InformationEveryPlannerShouldKnow-Cla - C25301 | Life | Society of Financial Service Professionals (Lexington, KY) | 2/18/2023 | Classroom | 1 | 5/31/2023 |
Social Security Review & Update -Classroom - C25147 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 1/11/2023 | Classroom | 1 | 5/31/2023 |
Conversation Every Family Should Have -Classroom - C24724 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 11/8/2022 | Classroom | 1 | 5/31/2023 |
Tax-Efficient Retirement Planning Webinar - C80685 | Life | Society of Financial Service Professionals (Lexington, KY) | 10/14/2022 | Classroom | 1 | 5/31/2023 |
Strategic Retirement Planning - C24368 | Life and Health | Quest Continuing Education Solutions | 10/5/2022 | Correspondence | 13 | 5/31/2023 |
Recommending Annuities Under The NAIC Best Interes - C23811 | Annuity Suitability | RegEd, Inc. | 9/7/2022 | Correspondence | 5 | 5/31/2023 |
Strategies to Improve Business Value - C24443 | Life | Society of Financial Service Professionals (Lexington, KY) | 9/6/2022 | Classroom | 1 | 5/31/2023 |
Longevity Conundrum to Retirement-Classroom - C80336 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 6/14/2022 | Classroom | 1 | 5/31/2023 |
Conversations That Light the Way-Classroom - C80265 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 5/10/2022 | Classroom | 1 | 5/31/2023 |
Fiduciary Regulation-Then and Now (Classroom) - C23570 | Life | Society of Financial Service Professionals (Lexington, KY) | 4/12/2022 | Classroom | 1 | 5/31/2023 |
Retirement Trends & Fiducuary Updates Webinar - C20600 | Life | Society of Financial Service Professionals (Lexington, KY) | 2/8/2022 | Classroom | 1 | 5/31/2023 |
Understanding Social Security Choices to Better Advise Clients - C19728 | Life | Society of Financial Service Professionals (Lexington, KY) | 11/9/2021 | Classroom | 1 | 5/31/2023 |
Cash Flow and Net Worth During Retirement(Webinar) - C19670 | Life | Society of Financial Service Professionals (Lexington, KY) | 10/12/2021 | Classroom | 1 | 5/31/2023 |
Developing a Client- Centered Code - C93837 | Ethics | WebCE, Inc | 4/15/2021 | Correspondence | 3 | 5/31/2021 |
Uncovering Social Security Secrets - C19810 | Life and Health | Affordable-Success-FirstChoice-ClienTell CE | 3/24/2021 | Correspondence | 12 | 5/31/2021 |
Fiduciary Regulation in 2021 and Beyond - C10128 | Life | Society of Financial Service Professionals (Lexington, KY) | 2/9/2021 | Classroom | 1 | 5/31/2021 |
Making Retirement more Efficient - C24526 | Life | Society of Financial Service Professionals (Lexington, KY) | 11/17/2020 | Classroom | 1 | 5/31/2021 |
ILIT - Changing What was not to be Changed - C24346 | Life | Society of Financial Service Professionals (Lexington, KY) | 9/15/2020 | Classroom | 1 | 5/31/2021 |
Fiduciary Update - C22108 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 3/10/2020 | Classroom | 1 | 5/31/2021 |
National Social Security Advisor Training Program - C13143 | Life and Health | National Underwriter Company, The | 8/23/2019 | Classroom | 8 | 5/31/2021 |