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CFP/CPE CREDITS 

CFP Credit Hours
This program has been accepted by the CFP board for 10.5 credits.

CPE Credit Hours

Retirement Income Symposium: 10.5 

Course Objectives: Discuss the latest retirement income. strategies, processes and products.
Prerequisites: Basic knowledge of retirement income/investment principals
Advanced Preparation: None 
Instructional Method:

Group Live

Course Level:

Intermediate

These credits are in Specialized Knowledge

Please Request Credits When Registering

CPE Credits for the State of NY:
CPE credits for this meeting are in Specialized Knowledge.

Sponsor # 000215
The National Underwriter Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN., 37219-2417. Web site: www.nasba.org.

HARDSHIP POLICY
The National Underwriter Company has a hardship policy that enables qualified registrants to receive a partial subsidy based on need. To obtain details of the hardship policy or to apply please contact our offices at (800) 831-8333 or email

summitevents@summitbusinessmedia.com. For more information regarding National Underwriter Company’s administrative policies such as complaint and refund, please contact our offices at 800.831.8333 or email summitevents@summitbusinessmedia.com