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Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Eth…
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -11.10.2025
CE Eligible
Guest Expert: Tom Duffy
Hannah Moore
Training Pathways for the Next Generation of Financial Planners with Industry Leader Hannah Moore, C…
Guest Expert: Hannah Moore, CFP®, Amplified Planning
Isaac Mamaysky
Noncompetes and Restrictive Covenants: What Every Financial Advisor Needs to KNOW
Guest Expert: Isaac Mamaysky, Esq., Potomac Law Group
Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 1…
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
Jim DiLellio
Maximize After-Tax Wealth in Retirement: Calculate OPTIMAL Distributions and Roth Conversions
Guest Expert: Jim DiLelllio, Pepperdine University

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