 | Federal Retirement Benefits Explained: For Current and Former Employees Presented by: Ilene Slatko, | 12:00 PM Jun 04 2025 EDT | No | RegisterLearn More | | | |
 | Mastering Medicaid Crisis Planning: Strategies for Asset Protection with Medicaid Compliant Annuities Presented by: Dale Krause, J.D., LL.M., Krause & Associates | 11:30 AM Jun 05 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | TBD | C00000 |
 | 8 Steps To Leave Your Business In Style Presented by: Josh Patrick, CFP, Financial Transitionist, Stage 2 Planning Partners | 12:00 PM Jun 10 2025 EDT | No | RegisterLearn More | | | |
 | Unlocking AI for Everyday Efficiency: Insights from Mark Wilson, Financial Planner Presented by: Mark Wilson, APA, CFP®, Mile Wealth | 12:00 PM Jun 11 2025 EDT | No | RegisterLearn More | | | |
 | New SEC AML Rule for Investment Adviser Reps and RIAs Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | 12:00 PM Jun 12 2025 EDT | YesCFP, CLU, ChFC, RICP, IAR | RegisterLearn More | | TBD | C27484 |
 | Navigating Senior Living...Understanding the Options Presented by: Kristy Kennedy, Silver Bridges Consulting | 12:00 PM Jun 17 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | TBD | C00000 |
 | A Sequel: Best Practices for Protection against Cyber Threats Presented by: Aryn Johnson, Marsh McLennan Agency | 12:00 PM Jun 19 2025 EDT | No | RegisterLearn More | | | |
 | Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR Ethics CE Credits) - 06.19.2025 Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | 02:00 PM Jun 19 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 333522 | C27008 |
 | Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 06.20.2025 Presented by: Tom Duffy | 09:00 AM Jun 20 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 309034 | C26058 |
 | Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR Ethics CE) - 06.20.2025 Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | 11:30 AM Jun 20 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 333519 | C26786 |
