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John O'Connell
Inside the Latest Custody and Wealth Platform Reports: Insights with John O’Connell of The Oasis Gro…
Guest Expert: John O'Connell, The Oasis Group
Alan Gassman
College Funding for Multiple Generations with Dynasty Trusts and 529 Plans
CE Eligible
Guest Expert: Brandon Ketron, J.D. and Alan Gassman, J.D., LL.M.
New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 12.11.2025
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
Phil Camporeale
What JPMorgan Sees Coming: 30 Years of Market Wisdom
CE Eligible
Guest Expert: Philip Camporeale, J.P. Morgan Asset Management
When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 12.12.2025
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 1…
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw

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