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Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 11.21.2025
CE Eligible
Guest Expert: Kristy Kennedy
What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices…
CE Eligible
Guest Expert: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -11.22.2025
CE Eligible
Guest Expert: Tom Duffy
Eric Jutkowitz
Financial Support and Dementia Care
CE Eligible
Guest Expert: Denise Brown, Eric Jutkowitz, PhD, and Sandra Adams, CFP®
When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 11.24.2025
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -11.24.2025
CE Eligible
Guest Expert: Tom Duffy

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