| Course # | Course Concentration | KY Provider Name | Completion Date | Method of Instruction | Credit Hours | Compliance Date |
|---|
| DontAskYourNeighbor!LearnTheFactsAboutSocialSecuri - C25754 | General Insurance Principles | Quest Continuing Education Solutions | 9/18/2025 | Correspondence | 21 | 5/31/2027 |
| 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 |