 | Roth Conversions vs. Early Withdrawals: Finding the Optimal Path to After-Tax Retirement Income Wed, Oct, 29 2025 04:00 PM ET Jim DiLelllio, Pepperdine University CE Credits: CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | | 342651 | |
 | Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 10.30.2025 Thu, Oct, 30 2025 09:00 AM ET Michelle Atlas-Quinn, J.D., AdvisorLaw CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 | RegisterLearn More | | 336939 | C27594 |
 | CFP® vs. EA — Understanding the Distinct Roles in Financial and Tax Planning Thu, Oct, 30 2025 01:00 PM ET Adam Scherer, MS, CFP®, EA, Greenbeat Financial | The Boston Institute of Finance No CE Credits available | RegisterLearn More | | | |
 | Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -10.31.2025 Fri, Oct, 31 2025 09:00 AM ET Tom Duffy CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 309034N | C26058N |
 | When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 10.31.2025 Fri, Oct, 31 2025 11:30 AM ET Michelle Atlas-Quinn, J.D., AdvisorLaw CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 | RegisterLearn More | | 336938 | C80722 |
 | New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 11.01.2025 Sat, Nov, 1 2025 09:00 AM ET Michelle Atlas-Quinn, J.D., AdvisorLaw CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 | RegisterLearn More | | 336934 | C27484 |
 | How to Avoid The Top 10 Costly IRA Mistakes (2 IAR Products and Practices CE) - 11.01.2025 Sat, Nov, 1 2025 11:30 AM ET Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 333521 | C26627 |
 | Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 11.03.2025 Mon, Nov, 3 2025 09:00 AM ET Kristy Kennedy CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 | RegisterLearn More | | 337545 | C27781 |
 | The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 11.03.2025 Mon, Nov, 3 2025 11:30 AM ET John Thompson CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 | RegisterLearn More | | 335151 | C27559 |
 | Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 11.03.2025 Mon, Nov, 3 2025 02:00 PM ET Dale Krause CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 | RegisterLearn More | | 337491 | C27780 |
