 | Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -10.31.2025 Fri, Oct, 31 2025 09:00:AM Tom Duffy CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | 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 Michelle Atlas-Quinn, J.D., AdvisorLaw CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 | RegisterLearn More | |
 | Unlock The Value of Life Insurance: The Who, What and Why of Life Settlements Thu, Nov, 6 2025 12:00:PM Lisa Rehburg, No CE Credits available | RegisterLearn More | |
 | Meet Industry-Changer Hannah Moore, CFP® Tue, Nov, 11 2025 12:00:PM Hannah Moore, CFP®, Amplified Planning No CE Credits available | RegisterLearn More | |
 | Noncompetes and Restrictive Covenants: What Every Financial Advisor Needs to KNOW Wed, Nov, 12 2025 13:00:PM Isaac Mamaysky, Esq., Potomac Law Group No CE Credits available | RegisterLearn More | |
 | Unlock the Hidden Side of Your Clients’ Portfolios: Rental Properties Tue, Nov, 18 2025 13:00:PM Dan Williams and Todd Swanson CE Credits: CFP, CLU, ChFC, CPA, RICP | RegisterLearn More | |
 | Year-End Tax Planning in 2025 Thu, Nov, 20 2025 12:00:PM Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates CE Credits: CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | HOW THE ONE BIG BEAUTIFUL BILL ACT AFFECTS CHARITABLE GIVING Wed, Dec, 3 2025 12:00:PM Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®, CE Credits: CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | What JPMorgan Sees Coming: 30 Years of Market Wisdom Thu, Dec, 11 2025 13:00:PM Philip Camporeale, J.P. Morgan Asset Management CE Credits: CFP, CLU, ChFC, RICP | RegisterLearn More | |
 | The Four Buckets Framework: A Post-COVID Shift in Retirement Income Planning Tue, Dec, 16 2025 13:00:PM Ethan Lohr, CFP, Lohr & Company CE Credits: CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
