• 3 Credits

    In the state of North Carolina, you need 24 credit hours every 2 years. Once you complete this course, we'll send over your passing grade so you get the credit you need.

  • 8 Chapters

    This course takes you deeper into the latest changes made to improve retirement and family savings so that you not only get CE credits for your state but you gain valuable knowledge.

  • 3-6-5

    Access your courses, certificates, transcript here 365 days a year. Everything you need in one place so you can get back to what matters to you.

Course Curriculum

  • 1
    1. Saving for the Future
  • 2
    2. History of Retirement Planning in America
    • 2.1 Introduction
    • 2.2 Pension Plans and Social Security
    • 2.3 Birth of Modern Retirement Planning
    • 2.4 Economic Growth and Tax Relief Reconciliation Act
    • 2.5 Pension Protection Act of 2006
    • 2.6 Summary
    • Chapter 2 Quiz
  • 3
    3. The Need for Change
    • 3.1 Current Retirement Trends and Statistics
    • 3.2 Help from the SECURE Act
    • 3.3 Summary
    • Chapter 3 Quiz
  • 4
    4. Individuals
    • 4.1 IRA Contributions
    • 4.2 IRA Distribution
    • 4.3 Inherited IRAs and 401(k)s
    • 4.4 Estate Planning
    • 4.5 Summary
    • Chapter 4 Quiz
  • 5
    5. Businesses
    • 5.1 Annuities
    • 5.2 Annuity-Related Changes and Considerations
    • 5.3 Small Businesses
    • 5.4 Long-Term Part-Time Employees
    • 5.5 Other Business Changes
    • 5.6 Summary
    • Chapter 5 Quiz
  • 6
    6. Families
    • 6.1 Birth and Adoption Statistics
    • 6.2 Expectant Parents
    • 6.3 Higher Education Statistics
    • 6.4 Education Savings Plans
    • 6.5 Kiddie Tax
    • 6.6 Summary
    • Chapter 6 Quiz
  • 7
    7. Other SECURE Act Changes
    • 7.1 Additional Provisions
    • 7.2 Summary
    • Chapter 7 Quiz
  • 8
    8. Pros and Cons
    • 8.1 Overview
    • 8.2 Pros
    • 8.3 Cons
    • 8.4 Summary
    • Chapter 8 Quiz
  • 9
    Exam
    • Final Exam

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