Transforming Client Acquisition with FINNY AI Presented by Eden Ovadia and Josh BrownWednesday, May 21, 2025 at 12:00 PM EDT No Register Breaking Down the Big, Bold Tax Bill: What Every Advisor Needs to Know Now Presented by Larry Pon, CPA, Thursday, May 22, 2025 at 11:30 AM EDT Yes Register Wade Pfau: Leveraging Whole Life Insurance for Income + Retirement Security Presented by Wade Pfau, PhD, CFA, RICP®, RISA ProfileTuesday, May 27, 2025 at 12:00 PM EDT Yes Register A Deeper Dive into 529 Plan Data and Tools Presented by Scott Morrison, Saving for CollegeWednesday, May 28, 2025 at 12:00 PM EDT No Register Unlocking the Power of ABLE Accounts: A Guide for Financial Advisors Presented by Kristin Carleton and Mary MorrisThursday, May 29, 2025 at 12:00 PM EDT Yes Register The Great Roth Conversion Debate – Expert Insights from Larry Kotlikoff, Rick Miller, and Jay Abolofia Presented by Larry Kotlikoff, Rick Miller, and Jay Abolofia, PhD, CFP®Tuesday, June 3, 2025 at 12:00 PM EDT No Register Federal Retirement Benefits Explained: For Current and Former Employees Presented by Ilene Slatko, Wednesday, June 4, 2025 at 12:00 PM EDT Yes Register Mastering Medicaid Crisis Planning: Strategies for Asset Protection with Medicaid Compliant Annuities Presented by Dale Krause, J.D., LL.M., Krause & AssociatesThursday, June 5, 2025 at 11:30 AM EDT Yes Register 8 Steps To Leave Your Business In Style Presented by Josh Patrick, CFP, Financial Transitionist, Stage 2 Planning PartnersTuesday, June 10, 2025 at 12:00 PM EDT No Register Unlocking AI for Everyday Efficiency: Insights from Mark Wilson, Financial Planner Presented by Mark Wilson, APA, CFP®, Mile WealthWednesday, June 11, 2025 at 12:00 PM EDT No Register New SEC AML Rule for Investment Adviser Reps and RIAs Presented by Michelle Atlas-Quinn, J.D., AdvisorLawThursday, June 12, 2025 at 12:00 PM EDT Yes Register Navigating Senior Living...Understanding the Options Presented by Kristy Kennedy, Silver Bridges ConsultingTuesday, June 17, 2025 at 12:00 PM EDT Yes Register Session 1 of Tax Planning Masterclass: Tax Bracket Management Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesWednesday, June 18, 2025 at 12:00 PM EDT Yes Register A Sequel: Best Practices for Protection against Cyber Threats Presented by Aryn Johnson, Marsh McLennan AgencyThursday, June 19, 2025 at 12:00 PM EDT No Register 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., AdvisorLawThursday, June 19, 2025 at 2:00 PM EDT Yes Register Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 06.20.2025 Presented by Tom DuffyFriday, June 20, 2025 at 9:00 AM EDT Yes Register Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR Ethics CE) - 06.20.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, June 20, 2025 at 11:30 AM EDT Yes Register How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR Prod and PractCE) - 06.21.2025 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APASaturday, June 21, 2025 at 9:00 AM EDT Yes Register Tax-Efficiency for Retirement Spending (Approved for 2 IAR Prod and Pract CE) - 06.21.2025 Presented by Wade PfauSaturday, June 21, 2025 at 11:30 AM EDT Yes Register What Financial Planners and CPAs should know about Trusts and Estates (IAR Prod and Pract CE Elig) - 06.21.2024 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesSaturday, June 21, 2025 at 2:00 PM EDT Yes Register Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR Ethics CE) - 06.22.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSunday, June 22, 2025 at 9:00 AM EDT Yes Register Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 06.22.2025 Presented by Tom DuffySunday, June 22, 2025 at 11:30 AM EDT Yes Register 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., AdvisorLawSunday, June 22, 2025 at 2:00 PM EDT Yes Register Tax Planning Ideas for the Financial Advisor to Share with their Clients (Approved for 2 IAR Prod and Pract CE) - 06.23.2025 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesMonday, June 23, 2025 at 9:00 AM EDT Yes Register What Clients Need to Know when Changing their Residency (Approved for 2 IAR Prod and Pract CE) - 06.23.2025 Presented by Joseph Endres, Esq., Hodgson RussMonday, June 23, 2025 at 11:30 AM EDT Yes Register How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR Prod and Pract CE) - 06.23.2025 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APAMonday, June 23, 2025 at 2:00 PM EDT Yes Register End-of-Life Decisions: Legal Protections, Pitfalls, and Prevention of Litigation Presented by Amitai Heller and Tuesday, June 24, 2025 at 12:00 PM EDT Yes Register Session 2 of Tax Planning Masterclass: Foundational to Advanced Strategies for Individual Clients Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesWednesday, June 25, 2025 at 12:00 PM EDT Yes Register A Powerful Tool for Advisors to Analyze Government Spending & Debt Presented by Sheila Weinberg, Truth in AccountingThursday, June 26, 2025 at 12:00 PM EDT No Register Building a Portfolio of ‘Yes I Can’: Smart Nutrition & Fitness Strategies with Leslie Bonci Presented by Leslie Bonci, MPH, RD, CSSD, LDN, Tuesday, July 1, 2025 at 12:00 PM EDT No Register Session 3 of Tax Planning Masterclass: Strategies for Business Clients Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesWednesday, July 2, 2025 at 12:00 PM EDT Yes Register Food Investments: Safe, Risky, and Unknown – Making Smarter Nutrition Choices with Leslie Bonci Presented by Leslie Bonci, MPH, RD, CSSD, LDN, Tuesday, July 8, 2025 at 4:00 PM EDT No Register Session 4 of Tax Planning Masterclass: Roth Conversions, Executive Compensation, Trusts and Taxation Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesWednesday, July 9, 2025 at 12:00 PM EDT Yes Register How To Leverage AI To Improve Client Conversations Presented by Chris Heye, PhD, Whealthcare Solutions and Whealthcare PlanningThursday, July 10, 2025 at 12:00 PM EDT No Register Protecting the Downside: How to Capture Equity Upside While Limiting Risk with Harry Mamaysky, Ph.D., QuantStreet Capital Presented by Harry Mamaysky, Ph.D.,, QuantStreet CapitalTuesday, July 15, 2025 at 12:00 PM EDT No Register Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 07.17.2025 Presented by Tom DuffyThursday, July 17, 2025 at 11:30 AM EDT Yes Register When It Might Be a Complaint: What Every Investment Adviser Rep Needs to Know Presented by Michelle Atlas-Quinn, J.D., AdvisorLawThursday, July 17, 2025 at 3:00 PM EDT Yes Register Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR Ethics CE) - 07.18.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, July 18, 2025 at 9:00 AM EDT Yes Register Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR Ethics CE) - 07.18.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, July 18, 2025 at 11:30 AM EDT Yes Register Tax-Efficiency for Retirement Spending (Approved for 2 IAR Products and Practices CE) - 07.19.2025 Presented by Wade PfauSaturday, July 19, 2025 at 9:00 AM EDT Yes Register 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 AssociatesSaturday, July 19, 2025 at 11:30 AM EDT Yes Register 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 AssociatesSaturday, July 19, 2025 at 2:00 PM EDT Yes Register Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 07.20.2025 Presented by Tom DuffySunday, July 20, 2025 at 9:00 AM EDT Yes Register 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., AdvisorLawSunday, July 20, 2025 at 11:30 AM EDT Yes Register Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR Ethics CE) - 07.20.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSunday, July 20, 2025 at 2:00 PM EDT Yes Register 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 RussMonday, July 21, 2025 at 9:00 AM EDT Yes Register 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, APAMonday, July 21, 2025 at 11:30 AM EDT Yes Register Tax-Efficiency for Retirement Spending (Approved for 2 IAR Products and Practices CE) - 07.21.2025 Presented by Wade PfauMonday, July 21, 2025 at 2:00 PM EDT Yes Register Tax-Smart Giving Strategies for your Charitable Giving Goals Presented by Mary Jovanovich, CAP®, DAFgiving360™ (Schwab Charitable)Wednesday, July 23, 2025 at 12:00 PM EDT Yes Register Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities for Investment Adviser Reps Presented by Michelle Atlas-Quinn, J.D., AdvisorLawTuesday, August 5, 2025 at 12:00 PM EDT Yes Register Understanding Trustee Responsibilities and Liabilities Presented by Bill Waller, Esq. and Dave Long, J.D.Tuesday, August 5, 2025 at 4:00 PM EDT Yes Register Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawTuesday, August 12, 2025 at 12:00 PM EDT Yes Register How Much Do I Need To Retire? Presented by Wade Pfau, PhD, CFA, RICP®, Thursday, August 14, 2025 at 12:00 PM EDT Yes Register Unlocking Meaning and Purpose in Financial Planning – Insights from The Purpose Code Presented by Jordan Grumet, Tuesday, August 26, 2025 at 12:00 PM EDT No Register Health Insurance Planning for Pre-Medicare Clients: What Every Financial Advisor Should Know Presented by Ron Mastriogiovanni, Healthview ServicesTuesday, September 23, 2025 at 12:00 PM EDT Yes Register Planning for Senior Living: Insights on Continuing Care Communities Presented by Brad Breeding, CFP®, myLifeSite.netTuesday, October 14, 2025 at 12:00 PM EDT Yes Register