LIVE Educational Webinars with Financial Experts

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Chris Heye
Seven Components of Longevity Planning
CE Eligible
Guest Expert: Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning
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Harry
Tariffs, Trade Tensions & the Market Outlook: What Advisors Need to Know Now
Guest Expert: Harry Mamaysky, Ph.D., QuantStreet Capital, QuantStreet Capital
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Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 05.08.2025
CE Eligible
Guest Expert: Tom Duffy
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Adam WHitaker
The 411 on SBA Loans for Small Businesses: A Guide for Financial Advisors
CE Eligible
Guest Expert: Adam Whitaker, First National Bank
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Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 05.0…
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
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Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Cr…
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
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Rick Fingerman, CFP. Past President of FPA of MA

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