 | What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 10.24.2025 Fri, Oct, 24 2025 09:00 AM ET Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 333524 | C26625 |
 | Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 10.24.2025 Fri, Oct, 24 2025 11:30 AM ET Wade Pfau CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 327733 | C27230 |
 | The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 10.25.2025 Sat, Oct, 25 2025 09:00 AM ET John Thompson CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 | RegisterLearn More | | 335151 | C27559 |
 | When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 10.25.2025 Sat, Oct, 25 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 |
 | Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -10.27.2025 Mon, Oct, 27 2025 09:00 AM ET Tom Duffy CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 309034N | C26058N |
 | New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 10.27.2025 Mon, Oct, 27 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 | | 336934 | C27484 |
 | Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 10.27.2025 Mon, Oct, 27 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 |
 | Speak Up! Amplify Your Voice & Attract Ideal Clients. Tue, Oct, 28 2025 01:00 PM ET Beth Fitzgerald + Holly Reimel, AdviserHer Consulting No CE Credits available | RegisterLearn More | | | |
 | 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, IAR, 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 |
