 | Maximize After-Tax Wealth in Retirement: Calculate OPTIMAL Distributions and Roth Conversions Thu, Nov, 13 2025 01:00 PM ET Jim DiLelllio, Pepperdine University No CE Credits available | RegisterLearn More | | | |
 | Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 11.13.2025 Thu, Nov, 13 2025 02:00 PM ET Michelle Atlas-Quinn, J.D., AdvisorLaw CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 | RegisterLearn More | | 336937 | C80721 |
 | New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 11.14.2025 Fri, Nov, 14 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 |
 | Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 11.14.2025 Fri, Nov, 14 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 | | 336939 | C27594 |
 | Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 11.15.2025 Sat, Nov, 15 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 | | 336937 | C80721 |
 | Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 11.15.2025 Sat, Nov, 15 2025 11:30 AM ET Wade Pfau, PhD, CFA, RICP®, CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 327733 | C27230 |
 | Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 11.17.2025 Mon, Nov, 17 2025 09:00 AM ET Dale Krause CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 | RegisterLearn More | | 337491 | C27780 |
 | Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 11.17.2025 Mon, Nov, 17 2025 11:30 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) - 11.17.2025 Mon, Nov, 17 2025 02:00 PM ET John Thompson CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 | RegisterLearn More | | 335151 | C27559 |
 | Unlock the Hidden Side of Your Clients’ Portfolios: Rental Properties Tue, Nov, 18 2025 01:00 PM ET Dan Williams and Todd Swanson CE Credits: CFP, CLU, ChFC, CPA, RICP | RegisterLearn More | | 342649 | |
