New Features in 529 Plans + Insights on the Trump Account
Presented by Scott Morrison, Saving for College
Wednesday, November 5, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More What Financial Advisors and Their Clients Need to Know About Medicare Open Enrollment
Presented by Melinda Caughill, Medicare Expert, i65 Incorporated
Thursday, November 6, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 11.06.2025
Thursday, November 6, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 11.07.2025
Presented by Dale Krause
Friday, November 7, 2025 at 9:00 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 11.07.2025
Presented by Kristy Kennedy
Friday, November 7, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More What Clients Need to Know when Changing their Residency (2 Products and Practices IAR CE) - 11.08.2025
Presented by Joseph Endres, Esq., Hodgson Russ
Saturday, November 8, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 11.08.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Saturday, November 8, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 11.10.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Monday, November 10, 2025 at 9:00 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 11.10.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Monday, November 10, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -11.10.2025
Presented by Tom Duffy
Monday, November 10, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Training Pathways for the Next Generation of Financial Planners with Industry Leader Hannah Moore, CFP®
Presented by Hannah Moore, CFP®, Amplified Planning
Tuesday, November 11, 2025 at 12:00 PM ET No Register Learn More Noncompetes and Restrictive Covenants: What Every Financial Advisor Needs to KNOW
Presented by Isaac Mamaysky, Esq., Potomac Law Group
Wednesday, November 12, 2025 at 1:00 PM ET No Register Learn More Maximize After-Tax Wealth in Retirement: Calculate OPTIMAL Distributions and Roth Conversions
Presented by Jim DiLelllio, Pepperdine University
Thursday, November 13, 2025 at 1:00 PM ET No Register Learn More Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 11.13.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, November 13, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 11.14.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, November 14, 2025 at 9:00 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 11.14.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, November 14, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 11.15.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Saturday, November 15, 2025 at 9:00 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 11.15.2025
Presented by Wade Pfau, PhD, CFA, RICP®,
Saturday, November 15, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 11.17.2025
Presented by Dale Krause
Monday, November 17, 2025 at 9:00 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 11.17.2025
Presented by Kristy Kennedy
Monday, November 17, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More