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Michelle Atlas-Quinn
Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 10.1…
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
Joe Endres
What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 10.12.2024
CE Eligible
Guest Expert: Joseph Endres, Esq., Hodgson Russ
Bob Keebler
What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 10.12.2024
CE Eligible
Guest Expert: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Denise Appleby
How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 10.12.2024
CE Eligible
Guest Expert: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Michelle Atlas-Quinn
Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 10.1…
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
Michelle Atlas-Quinn
Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE) - 10.13.2024
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw

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