Building a Portfolio of ‘Yes I Can’: Smart Nutrition & Fitness Strategies with Leslie Bonci
Tuesday, July 1, 2025 at 12:00 PM ET No Register Learn More Food Investments: Safe, Risky, and Unknown – Making Smarter Nutrition Choices with Leslie Bonci
Tuesday, July 8, 2025 at 4:00 PM ET No Register Learn More How To Leverage AI To Improve Client Conversations
Thursday, July 10, 2025 at 12:00 PM ET No Register Learn More Introducing Financial Advisors for Good: Unlocking the Power of Giving Circles
Thursday, July 10, 2025 at 4:00 PM ET No Register Learn More Protecting the Downside: How to Capture Equity Upside While Limiting Risk with Harry Mamaysky, Ph.D., QuantStreet Capital
Tuesday, July 15, 2025 at 12:00 PM ET No Register Learn More Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 07.17.2025
Thursday, July 17, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More When It Might Be a Complaint: What Every Investment Adviser Rep Needs to Know
Thursday, July 17, 2025 at 3:00 PM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR Ethics CE) - 07.18.2025
Friday, July 18, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR Ethics CE) - 07.18.2025
Friday, July 18, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Tax-Efficiency for Retirement Spending (Approved for 2 IAR Products and Practices CE) - 07.19.2025
Saturday, July 19, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 07.19.2024
Saturday, July 19, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Tax Planning Ideas for the Financial Advisor to Share with their Clients (Approved for 2 Prod and Pract IAR CE) - 07.19.2025
Saturday, July 19, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 07.20.2025
Sunday, July 20, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR Ethics CE Credits) - 07.20.2025
Sunday, July 20, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR Ethics CE) - 07.20.2025
Sunday, July 20, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More What Clients Need to Know when Changing their Residency (Approved for 2 Prod and Pract IAR CE) - 07.21.2025
Monday, July 21, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR Products and Practices CE) - 07.21.2025
Monday, July 21, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Tax-Efficiency for Retirement Spending (Approved for 2 IAR Products and Practices CE) - 07.21.2025
Monday, July 21, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Tax-Smart Giving Strategies for your Charitable Giving Goals
Wednesday, July 23, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Incorporating Short-Term Care Insurance into a Client's Financial Plan
Thursday, July 24, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More 