Live Continuing Education Events
Business Valuation: Key for Your Clients’ Business and the Financial Professional
Host: NAIFA
Date: July 22, 2026
Time: 11:00am - 12:00pm
Location: Zoom Webinar
CE:
- 1 CFP® credit has been applied for.
- 1 Professional Recertification/PRP (American College) credit has been applied for.
- 1 CPE (accounting) credit has been applied for.
Cost:
- Free
- CFP Credit: $5
- CPE/Accounting Credit: $5
- Prof. Recertification/PRP (American College) Credit: $5
Register: Click here
Speaker: Andrew Rinn and Steven A. Susel
Description: For many business owners, their enterprise is their largest and most illiquid asset—making accurate valuation the cornerstone of any effective estate, retirement, or succession plan. Yet, the principles that drive business value are equally vital to the financial professional's own backyard. Join industry leaders, Steve Susel and Andrew Rinn, for an in-depth, interactive discussion on the technical and strategic mechanics of business valuation. This session moves beyond marketing theory to explore how precise valuation data serves two critical functions: uncovering planning gaps for your highest-net-worth clients, and accurately quantifying the equity, enterprise value, and succession readiness of your own financial practice.
Attendees will learn to:
- Analyze the dual role of business valuation as both a critical client risk-management tool and a key metric for quantifying the equity and succession value of the financial professional's own practice
- Evaluate how a client's business valuation integrates into comprehensive estate, retirement, and business succession planning, specifically addressing liquidity risks and asset protection
- Differentiate between a preliminary "calculation of value" and a formal "valuation engagement", identifying the appropriate planning stage and technical use case for each
- Identify the core economic and operational drivers that impact business value, allowing professionals to educate business-owner clients on maximizing enterprise value prior to a transition event
- Apply valuation data to structure and implement legally sound, well-designed business transition and continuity plans that protect the owner’s largest asset
Where Risk Matters Most: A Higher-Impact Approach Across the Business Life Cycle
Host: NAIFA
Date: August 18, 2026
Time: 11:00am - 12:00pm CT
Location: Zoom Webinar
CE:
- 1 CFP® credit has been applied for.
- 1 Professional Recertification/PRP (American College) credit has been applied for.
- 1 CPE (accounting) credit has been applied for.
Cost:
- Free for NAIFA Members
- $59 for Non-Members
- CFP Credit: $5
- CPE/Accounting Credit: $5
- Prof. Recertification/PRP (American College) Credit: $5
Register: Click here
Speaker: Troy Branch
Description: Risk evolves as a business grows and the stakes rise with it. This session focuses on how financial professionals prioritize risk across the business life cycle, with attention to the moments that have outsized impact. We’ll cover the core planning concepts that shape outcomes, where to concentrate your efforts, and how well-timed conversations help uncover exposures that often go unaddressed. The aim is to refine your approach, so you stay impactful, guide decisions with clarity, and help protect both the business and the owner over time.
Administering Trusts and Estate Planning Transactions: Reviewing Lessons from Cases and Practical Steps to Consider
Host: Estate Planning Council of St. Louis
Date: August 19, 2026
Time: 2:00pm - 3:00pm CT
Location: Webinar
CE: Accredited Estate Planner® (AEP®) continuing education credit available.
A general certificate of completion is also available for attendees who wish to self-file for continuing education with their own organization, where applicable.
Cost: Free
Register: Click here
Speaker: Thomas A. Tietz, JD
Description: Many clients believe that their estate planning is complete once they sign documents. However, as many important court decisions highlight, the IRS often challenges transactions based on the failure of taxpayers to properly administer their planning. Cases such as Galli, Rowland, Connelly, Sorensen, Smaldino and Levine highlighted the importance of proper documentation and implementation of planning. While these cases present a plethora of substantive law issues worthy of discussion, this program will focus on the practical lessons for estate planning professionals of all disciplines, and for clients of all wealth levels, about how to plan considering the lessons of these cases. Understanding what was done right or wrong provides valuable guidance on how to better structure and implement estate plans.