 | Tax-Efficiency for Retirement Spending (Approved for 2 IAR Products and Practices CE) - 07.19.2025 Presented by: Wade Pfau | 09:00 AM Jul 19 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 327733 | C27230 |
 | What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 07.19.2024 Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | 11:30 AM Jul 19 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 333524 | C26625 |
 | Tax Planning Ideas for the Financial Advisor to Share with their Clients (Approved for 2 Prod and Pract IAR CE) - 07.19.2025 Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | 02:00 PM Jul 19 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 333526 | C27220 |
 | Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 07.20.2025 Presented by: Tom Duffy | 09:00 AM Jul 20 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) - 07.20.2025 Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | 11:30 AM Jul 20 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 333522 | C27008 |
 | Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR Ethics CE) - 07.20.2025 Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | 02:00 PM Jul 20 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 333519 | C26786 |
 | What Clients Need to Know when Changing their Residency (Approved for 2 Prod and Pract IAR CE) - 07.21.2025 Presented by: Joseph Endres, Esq., Hodgson Russ | 09:00 AM Jul 21 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 Products and Practices CE) - 07.21.2025 Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA | 11:30 AM Jul 21 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 333521 | C26627 |
 | Tax-Efficiency for Retirement Spending (Approved for 2 IAR Products and Practices CE) - 07.21.2025 Presented by: Wade Pfau | 02:00 PM Jul 21 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 327733 | C27230 |
 | Tax-Smart Giving Strategies for your Charitable Giving Goals Presented by: Mary Jovanovich, CAP®, DAFgiving360™ (Schwab Charitable) | 12:00 PM Jul 23 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP | RegisterLearn More | | | |
