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Excellence Begets Excellence
At IProEd, we believe that Excellence Begets Excellence. That's why we're committed to offering you courses where you can learn THE BEST from THE BEST. Our renowned instructors are industry leaders, each with a wealth of experience and knowledge that sets them apart. Whether you're pursuing further education in finance, taxation, or any other field, our courses are designed to provide you with top-tier insights and skills.
Join us on a journey of learning from the brightest minds in the industry and unlock your full potential.
The Secrets of Tax Deductible Contributions and Tax-Free Benefits Coming Out of a Retirement Plan
Date | Thursday June 11, 2026
2 hrs. Classroom CE
UT Classroom Insurance & UT CPA/CPE
Topics Discussed:
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How 401(h) accounts will cover many kinds of post-retirement healthcare costs.
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How to use pre-tax dollars and get the pre-tax benefits to pay for long-term care.
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How to grow a pool of money without capital gains taxes or income taxes for post-retirement benefits.
Date | Wednesday, May 13, 2026
CLASS FULL // REGISTRATION CLOSED
3 hrs. Classroom CE
Learn How to Maximize Tax Deductions and Benefits
Insights You'll Gain:
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​The New Rules of Retirement Plans
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Understand the current landscape of employer-sponsored plans and key differences.​
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When a 401(k) Isn't Enough
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Learn how to guide clients beyond traditional plans by introducing pension strategies that allow for higher contributions and long-term goals.​
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Using Insurance in Retirement Planning
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Evaluate the role insurance can play as an investment option within retirement planning strategies.​
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Flexible Pension Plan Design
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Discover how flexible pension plans can be tailored to meet specific client needs.​
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Identifying Pension Prospects
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Develop the skills to recognize which clients are best suited for defined benefit and hybrid pension plans and how to approach them effectively.​
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Coming Soon A Class in Continuing Education for Insurance & CPA/CPE
The Universe of Retirement Plans
Date | TBA
3 hrs. CE Credit
UT Classroom Insurance & UT CPA/CPE
Navigate the evolving landscape of retirement planning with The Universe of Retirement Plans, a comprehensive course designed specifically for financial advisors and CPAs. This intensive program
demystifies the maze of rules, reforms, and strategies that have emerged in recent years.
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By the end of the course, you’ll be equipped to guide your clients with confidence, uncovering tax-efficient strategies and retirement planning opportunities tailored to their needs.
