 | New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 12.15.2025 Mon, Dec, 15 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 CE Credit per Attendee: 2 | RegisterLearn More | | 336934 | C27484 |
 | The Four Buckets Framework: A Post-COVID Shift in Retirement Income Planning Tue, Dec, 16 2025 01:00 PM ET Ethan Lohr, CFP, Lohr & Company CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | 343169 | |
 | Demystifying QLACs Thu, Dec, 18 2025 12:00 PM ET Scott Witt, Actuary, Witt Actuarial services CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1 | RegisterLearn More | | 343170 | |
 | Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 12.18.2025 Thu, Dec, 18 2025 02:00 PM ET Dale Krause CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 CE Credit per Attendee: 2 | RegisterLearn More | | 337491 | C27780 |
 | Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 12.19.2025 Fri, Dec, 19 2025 09:00 AM ET Kristy Kennedy CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 CE Credit per Attendee: 2 | 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) - 12.19.2025 Fri, Dec, 19 2025 11:30 AM ET John Thompson CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 CE Credit per Attendee: 2 | RegisterLearn More | | 335151 | C27559 |
 | What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 12.20.2025 Sat, Dec, 20 2025 09:00 AM ET Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR CE Credit per Attendee: 2 | RegisterLearn More | | 333524 | C26625 |
 | Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -12.20.2025 Sat, Dec, 20 2025 11:30 AM ET Tom Duffy CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR CE Credit per Attendee: 2 | RegisterLearn More | | 309034N | C26058N |
 | Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 12.22.2025 Mon, Dec, 22 2025 09:00 AM ET Dale Krause CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 CE Credit per Attendee: 2 | RegisterLearn More | | 337491 | C27780 |
 | The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 12.22.2025 Mon, Dec, 22 2025 11:30 AM ET John Thompson CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 CE Credit per Attendee: 2 | RegisterLearn More | | 335151 | C27559 |
