Webinar Catalog


Directions: To watch a specific webinar recording, click on its title below. To view/download a pdf version of the presentation slides for a webinar, click on the pdf image to the right of the corresponding webinar. (Please note that the one (1) credit hour of CE is only available as a complimentary offering to advisors who have attended the live webinar. NO credit will be given for viewing recorded webinars.)

Webinar Date Published Time Allotment (approximate) PDFs
Washington Update: Planning After the Tax Cuts and Jobs Act of 2017
Overview of Tax Cuts and Jobs Act of 2017
1/29/2019 62:04 mins PDF copy of presentation slides
Advanced Planning Life Insurance Strategies
Overview of Advanced Planning Life Insurance Strategies
11/20/2018 56:33 mins PDF copy of presentation slides
CFP Ethics CE: CFP Board's Revised Code and Standards
Provides a comprehensive update and review of the CFP Boards new Code of Ethics and Standards of Conduct
11/19/2018 131:55 mins PDF copy of presentation slides
Wealth Transfer Planning After ATRA 2012
Overview of Wealth Transfer Planning
10/16/2018 63:25 mins PDF copy of presentation slides
Roth IRA
Overview of Roth IRAs
9/18/2018 61:02 mins PDF copy of presentation slides
Cash Balance Plans
Overview of Cash Balance Plans
8/21/2018 53:47 mins PDF copy of presentation slides
Planning with Social Security
Overview of Planning with Social Security
7/17/2018 59:35 mins PDF copy of presentation slides
IRA Beneficiary Planning
Overview of IRA Beneficiary Planning
6/19/2018 62:10 mins PDF copy of presentation slides
IRA Planning
Overview of IRA Planning
5/29/2018 72:24 mins PDF copy of presentation slides
Retirement Income Planning
Overview of Retirement Income Planning
4/17/2018 00:00 mins PDF copy of presentation slides
Small Business Retirement Plans
Overview of Small Business Retirement Plans
3/20/2018 66:51 mins PDF copy of presentation slides
Planning with Medicare
Comprehensive review of Planning with Medicare
2/20/2018 76:14 mins PDF copy of presentation slides
Washington Update: Planning After the Tax Cuts and Jobs Act of 2017
Overview of Tax Cuts and Jobs Act of 2017
1/16/2018 62:06 mins PDF copy of presentation slides

ABOUT ED

Edward J. Barrett CFP®, CHFC®, CLU®, CEBS®, RPA, CRPS®, CRPC®, CPFA is the Founder, President and CEO of The Barrett Companies and Broker Educational Sales & Training, Inc. (BEST). He has over 40 years of experience in the financial and insurance services industries, is the principal author of a series of professional continuing education courses and has presented to roughly 200,000 financial and insurance professionals nationwide.

PROFESSIONAL EXPERIENCE

  • 1986 - Formed the Barrett Companies and BEST

  • 1984 - Merrill Lynch:

    • Account Executive

    • Estate and Business Insurance Specialist for the New England region

  • 1974 - Investors Diversified Services (IDS):

    • Account Executive

    • Estate and Business Insurance Specialist for the New England region

EDUCATION/SERVICE

  • Bachelor of Science Degree in Economics and Political Science
  • Certified Financial Planner (CFP®)
  • Charted Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Certified Employee Benefit Specialist (CEBS®)
  • Retirement Plans Associate (RPA)
  • Chartered Retirement Plans SpecialistSM (CRPS®)
  • Chartered Retirement Planning CounselorSM (CRPC®)
  • Certified Plan Fiduciary Advisor (CPFA)