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Kristy Kennedy
Navigating Senior Living...Understanding the Options
CE Eligible
Guest Expert: Kristy Kennedy, Silver Bridges Consulting
Aryn Johnson
2025 Insurance State of the Market: Regional Trends, Risks & Resilience
CE Eligible
Guest Expert: Aryn Johnson, CPRIA, CAPI, Marsh McLennan Agency
Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR Ethic…
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR Ethics CE)…
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 06.20.2025
CE Eligible
Guest Expert: Tom Duffy
What Financial Planners and CPAs should know about Trusts and Estates (IAR Prod and Pract CE Elig) -…
CE Eligible
Guest Expert: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

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