 | How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 06.21.2025 Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA | 09:00 AM Jun 21 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 333521 | C26627 |
 | Tax-Efficiency for Retirement Spending (Approved for 2 IAR CE) - 06.21.2025 Presented by: Wade Pfau | 11:30 AM Jun 21 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 327733 | C27230 |
 | What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 06.21.2024 Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | 02:00 PM Jun 21 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 333524 | C26625 |
 | Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR Ethics CE) - 06.22.2025 Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | 09:00 AM Jun 22 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 333520 | C26787 |
 | Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 06.22.2025 Presented by: Tom Duffy | 11:30 AM Jun 22 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 309034 | C26058 |
 | Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR Ethics CE Credits) - 06.22.2025 Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | 02:00 PM Jun 22 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 333522 | C27008 |
 | Tax Planning Ideas for the Financial Advisor to Share with their Clients (Approved for 2 IAR CE) - 06.23.2025 Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | 09:00 AM Jun 23 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 333526 | C27220 |
 | What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 06.23.2025 Presented by: Joseph Endres, Esq., Hodgson Russ | 11:30 AM Jun 23 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 333525 | C26626 |
 | How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 06.23.2025 Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA | 02:00 PM Jun 23 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 333521 | C26627 |
 | End-of-Life Decisions: Legal Protections, Pitfalls, and Prevention of Litigation Presented by: Amitai Heller and | 12:00 PM Jun 24 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP | RegisterLearn More | | | |
