At Trinity Pension Consultants, we believe the strongest advisor partnerships are built on education, not just sales. Our CFP® Board–approved Continuing Education (CE) program is designed to deliver meaningful, practical insight that helps Financial Advisors navigate today’s evolving retirement plan landscape with confidence.

All Trinity Regional Vice Presidents (RVPs) are CFP® Board approved CE presenters, qualified to provide high-quality, compliant education that supports your professional development and enhances the value you deliver to your clients.

Our CE programs help Advisors:

• Stay current on evolving retirement plan design strategies

• Understand legislative updates, including SECURE Act provisions

• Navigate complex technical topics such as Market Rate of Return and Cash Balance plan design

Each session is built to strengthen your expertise, elevate client conversations, and provide actionable insight you can immediately apply when advising business owners.

By leading with education and collaboration, Trinity empowers Advisors while reinforcing our role as a trusted partner in delivering innovative, compliant, and sustainable retirement plan solutions.

Learn more about upcoming CE opportunities or explore co-hosting a CE event with your local Trinity RVP.