CPE Courses

Laser Financial Group offers approved Continuing Professional Education (CPE) courses. Below is a listing of our current course offering and upcoming class dates:

Course Name
Credit(s)
Cash Value Life Insurance and Retirement Planning – C01268
3
Estate Planning – TC58312
1
The ABCs of Retirement Planning – TC54436
1
Annuity Taxation – TC55551
1
Income Taxation of Life Insurance – TC58642
1

SKIP THE TAXHow You Can LEGALLY Avoid Taxation on Your Social Security Benefits

Up to 85 percent of your Social Security benefits may be subject to tax. But did you know that IRS rules do not count income from certain specific accounts, regardless of the amount, when determining the taxable portion of your benefits? This special report breaks down the rules and offers practical steps you can take to reduce or possibly eliminate taxes altogether from your Social Security checks.

KEEP YOUR GAINSHow to SHIELD Your Nest Egg from Stock Market Dips but MAKE Money When It Rises

This special report explains the proven investing strategy that’ll allow you to LOCK-IN your yearly gains so that you won’t lose even a single penny if the stock market were to plummet.

SET FOR LIFEHow to Guarantee You'll Never Outlive Your Retirement Income - Even if the Stock Market Crashes

The straight facts in this complimentary report will show you exactly how to guarantee a lifetime income for you (and your spouse), regardless of how long (both of) you live and irrespective of whether the stock market goes up or down! You’ve worked too hard to leave your retirement income to chance. Arm yourself with this powerful information.

SECURE YOUR FUTUREStrategies to MAXIMIZE Your Social Security Payout

This special report contains little-known strategies in an easy-to-understand language about your full range of options for collecting your maximum possible Social Security benefits.