Webinar Catalog


Directions: To watch a specific webinar recording, click on its start button OR 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. (NO CREDIT WILL BE GIVEN FOR VIEWING ANY RECORDED WEBINARS.)

Webinar Date Published PDFs
BEST Virtual Super CE Event: It's All About Income / The Advisors Guide to Retirement Planning
3/25/2021 PDF copy of presentation slides
CFP Ethics CE: CFP Board's Revised Code and Standards
3/24/2021 PDF copy of presentation slides
BEST Virtual Super CE Event: Life Insurance Planning / Life Insurance, Annuity and Ethical Practices
3/23/2021 PDF copy of presentation slides
BEST Virtual Super CE Event: Wealth Transfer Planning / Estate Planning
2/25/2021 PDF copy of presentation slides
CFP Ethics CE: CFP Board's Revised Code and Standards
2/24/2021 PDF copy of presentation slides
BEST Virtual Super CE Event: IRA Planning / The Advisors Guide to IRAs
2/23/2021 PDF copy of presentation slides
BEST Virtual Super CE Event: Small Business Retirement Plans/Retirement Plans for Small Businesses
2/11/2021 PDF copy of presentation slides
BEST Virtual Super CE Event: It's All About Income / The Advisors Guide to Retirement Planning
2/9/2021 PDF copy of presentation slides
BEST Virtual Super CE: Planning with Social Security / The Advisors Guide to Social Insurance Programs
1/28/2021 PDF copy of presentation slides
BEST Virtual Super CE Event: Suitability of Annuities / The Advisors Guide to Annuities and Ethical Practices
1/14/2021 PDF copy of presentation slides
BEST Virtual Super CE Event: It's All About Income / The Advisors Guide to Retirement Planning
1/12/2021 PDF copy of presentation slides
BEST Virtual Super CE Event: Wealth Transfer Planning / Estate Planning
11/19/2020 PDF copy of presentation slides
BEST Virtual Super CE Event: Small Business Retirement Plans / Small Business Retirement Plans and Ethical Practices
11/17/2020 PDF copy of presentation slides
CFP Ethics CE: CFP Board's Revised Code and Standards
10/21/2020 PDF copy of presentation slides
BEST Virtual Super CE Event: IRA Planning / The Advisors Guide to IRAs
10/20/2020 PDF copy of presentation slides
BEST Virtual Super CE: Planning with Social Security / The Advisors Guide to Social Insurance Programs
10/13/2020 PDF copy of presentation slides
BEST Virtual Super CE: Retirement Income Planning / The Advisors Guide to Retirement Planning
9/15/2020 PDF copy of presentation slides
BEST Virtual Super CE Event: Wealth Transfer Planning / Estate Planning
8/25/2020 PDF copy of presentation slides
BEST Virtual Super CE: Planning with Social Security / The Advisors Guide to Social Insurance Programs
7/14/2020 PDF copy of presentation slides
BEST Virtual Super CE Event: IRA Planning / The Advisors Guide to IRAs
6/23/2020 PDF copy of presentation slides
Washington Update: Planning After the Tax Cuts and Jobs Act of 2017
1/29/2019 PDF copy of presentation slides
Advanced Planning Life Insurance Strategies
11/20/2018 PDF copy of presentation slides
CFP Ethics CE: CFP Board's Revised Code and Standards
11/19/2018 PDF copy of presentation slides
Roth IRA
9/18/2018 PDF copy of presentation slides
Cash Balance Plans
8/21/2018 PDF copy of presentation slides
Planning with Social Security
7/17/2018 PDF copy of presentation slides
IRA Beneficiary Planning
6/19/2018 PDF copy of presentation slides
IRA Planning
5/29/2018 PDF copy of presentation slides
Small Business Retirement Plans
3/20/2018 PDF copy of presentation slides
Planning with Medicare
2/20/2018 PDF copy of presentation slides
Washington Update: Planning After the Tax Cuts and Jobs Act of 2017
1/16/2018 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)