Understanding Trustee Responsibilities and Liabilities Presented by Bill Waller, Esq. and Dave Long, J.D.Wednesday, July 30, 2025 at 1:00 PM EDT Yes Register Session 3 of Tax Planning Masterclass: Strategies for Business Clients Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesMonday, August 4, 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 New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 08.07.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawThursday, August 7, 2025 at 10:00 AM EDT Yes Register Opportunity Zone Funds After the Big, Beautiful Tax Bill Presented by Louis Roger, Capital SquareThursday, August 7, 2025 at 1:00 PM EDT Yes Register Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) - 08.08.2025 Presented by Tom DuffyFriday, August 8, 2025 at 9:00 AM EDT Yes Register When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 08.08.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, August 8, 2025 at 11:30 AM EDT Yes Register Navigating Senior Living...Understanding the Options (2 IAR Prod and Prac CE) - 08.09.2025 Presented by Kristy KennedySaturday, August 9, 2025 at 9:00 AM EDT Yes Register How to Avoid The Top 10 Costly IRA Mistakes (2 IAR Products and Practices CE) - 08.09.2025 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APASaturday, August 9, 2025 at 11:30 AM EDT Yes Register Tax Planning Ideas for the Financial Advisor to Share with their Clients (2 Prod and Pract IAR CE) - 08.09.2025 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesSaturday, August 9, 2025 at 2:00 PM EDT Yes Register Common Compliance Deficiencies for Investment Adviser Representatives (2 IAR Ethics CE) - 08.10.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSunday, August 10, 2025 at 9:00 AM EDT Yes Register Ethics and Fiduciary Duties in Investment Advisory (2 IAR Ethics CE) - 08.10.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSunday, August 10, 2025 at 11:30 AM EDT Yes Register Navigating the Complexities of Dual Registration as Investment Adviser Rep (2 IAR Ethics CE Credits) - 08.10.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSunday, August 10, 2025 at 2:00 PM EDT Yes Register What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 08.11.2025 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesMonday, August 11, 2025 at 9:00 AM EDT Yes Register The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 08.11.2025 Presented by John ThompsonMonday, August 11, 2025 at 11:30 AM EDT Yes Register Session 4 of Tax Planning Masterclass: Roth Conversion Planning and Charitable Gifting Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesMonday, August 11, 2025 at 12:00 PM EDT Yes Register Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 08.11.2025 Presented by Dale KrauseMonday, August 11, 2025 at 2:00 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 Attracting the Female Dollar Presented by Beth Fitzgerald and Holly ReimelWednesday, August 13, 2025 at 12:00 PM EDT No Register Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) - 08.14.2025 Presented by Tom DuffyThursday, August 14, 2025 at 9:00 AM 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 Common Compliance Deficiencies for Investment Adviser Representatives (2 IAR Ethics CE) - 08.15.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, August 15, 2025 at 9:00 AM EDT Yes Register Ethics and Fiduciary Duties in Investment Advisory (2 IAR Ethics CE) - 08.15.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, August 15, 2025 at 11:30 AM EDT Yes Register Master the New Rules of College Planning in 2025 Presented by Beth Walker, Center for College SolutionsFriday, August 15, 2025 at 1:00 PM EDT No Register Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 08.16.2025 Presented by Dale KrauseSaturday, August 16, 2025 at 9:00 AM EDT Yes Register The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 08.16.2025 Presented by John ThompsonSaturday, August 16, 2025 at 11:30 AM EDT Yes Register Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 08.16.2025 Presented by Kristy KennedySaturday, August 16, 2025 at 2:00 PM EDT Yes Register New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 08.17.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSunday, August 17, 2025 at 9:00 AM EDT Yes Register When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 08.17.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSunday, August 17, 2025 at 11:30 AM EDT Yes Register Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) - 08.17.2025 Presented by Tom DuffySunday, August 17, 2025 at 2:00 PM EDT Yes Register What Clients Need to Know when Changing their Residency (2 Products and Practices IAR CE) - 08.18.2025 Presented by Joseph Endres, Esq., Hodgson RussMonday, August 18, 2025 at 9:00 AM EDT Yes Register Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 08.18.2025 Presented by Wade PfauMonday, August 18, 2025 at 11:30 AM EDT Yes Register Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 08.18.2025 Presented by Kristy KennedyMonday, August 18, 2025 at 2:00 PM EDT Yes Register The Great Escape: How to Free Yourself from Client Fires and Daily Chaos Presented by Josh Patrick, CFP, Financial Transitionist, Stage 2 Planning PartnersTuesday, August 19, 2025 at 12:00 PM EDT No Register When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 08.21.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawThursday, August 21, 2025 at 9:00 AM EDT Yes Register Guiding the Exit: A Financial Advisor’s Role in Business Succession Conversations Presented by Anthony Venette, CPA, WithumThursday, August 21, 2025 at 12:00 PM EDT Yes Register Navigating the Complexities of Dual Registration as Investment Adviser Rep (2 IAR Ethics CE Credits) - 08.22.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, August 22, 2025 at 9:00 AM EDT Yes Register Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) - 08.22.2025 Presented by Tom DuffyFriday, August 22, 2025 at 11:30 AM EDT Yes Register What Clients Need to Know when Changing their Residency (2 Products and Practices IAR CE) - 08.23.2025 Presented by Joseph Endres, Esq., Hodgson RussSaturday, August 23, 2025 at 9:00 AM EDT Yes Register Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 08.23.2025 Presented by Wade PfauSaturday, August 23, 2025 at 11:30 AM EDT Yes Register What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 08.23.2025 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesSaturday, August 23, 2025 at 2:00 PM EDT Yes Register Navigating the Complexities of Dual Registration as Investment Adviser Rep (2 IAR Ethics CE Credits) - 08.24.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSunday, August 24, 2025 at 9:00 AM EDT Yes Register Common Compliance Deficiencies for Investment Adviser Representatives (2 IAR Ethics CE) - 08.24.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSunday, August 24, 2025 at 11:30 AM EDT Yes Register Ethics and Fiduciary Duties in Investment Advisory (2 IAR Ethics CE) - 08.24.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSunday, August 24, 2025 at 2:00 PM EDT Yes Register How to Avoid The Top 10 Costly IRA Mistakes (2 IAR Products and Practices CE) - 08.25.2025 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APAMonday, August 25, 2025 at 9:00 AM EDT Yes Register What Clients Need to Know when Changing their Residency (2 Products and Practices IAR CE) - 08.25.2025 Presented by Joseph Endres, Esq., Hodgson RussMonday, August 25, 2025 at 11:30 AM EDT Yes Register Strategic Estate Planning Under the Big, Beautiful Tax Law Presented by Alan Gassman, J.D., LL.M. and Brandon KetronMonday, August 25, 2025 at 1:00 PM EDT Yes Register Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 08.25.2025 Presented by Wade PfauMonday, August 25, 2025 at 2:00 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 A Sequel: Best Practices for Protection against Cyber Threats Presented by Aryn Johnson, Marsh McLennan AgencyWednesday, August 27, 2025 at 12:00 PM EDT Yes Register Common Compliance Deficiencies for Investment Adviser Representatives (2 IAR Ethics CE) - 08.28.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawThursday, August 28, 2025 at 9:00 AM EDT Yes Register Using AI to Monitor Client Portfolios: A Smarter Way to Stay Informed Presented by Harry Mamaysky, Ph.D., QuantStreet Capital, QuantStreet CapitalThursday, August 28, 2025 at 1:00 PM EDT No Register Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) - 08.29.2025 Presented by Tom DuffyFriday, August 29, 2025 at 9:00 AM EDT Yes Register When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 08.29.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, August 29, 2025 at 11:30 AM EDT Yes Register The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 08.30.2025 Presented by John ThompsonSaturday, August 30, 2025 at 9:00 AM EDT Yes Register Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 08.30.2025 Presented by Dale KrauseSaturday, August 30, 2025 at 11:30 AM EDT Yes Register How to Avoid The Top 10 Costly IRA Mistakes (2 IAR Products and Practices CE) - 08.30.2025 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APASaturday, August 30, 2025 at 2:00 PM EDT Yes Register When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 08.31.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSunday, August 31, 2025 at 9:00 AM EDT Yes Register Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) - 08.31.2025 Presented by Tom DuffySunday, August 31, 2025 at 11:30 AM EDT Yes Register New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 08.31.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSunday, August 31, 2025 at 2:00 PM EDT Yes Register Financial Planner with 1,000s of Substack Subscribers Presented by Michael Collins, CFA, WinCap FinancialThursday, September 4, 2025 at 12:00 PM EDT No Register Protecting Your Clients in High-Stakes Moments: A Guide to Valuation Red Flags Presented by Anthony Venette, CPA, WithumThursday, September 18, 2025 at 12:00 PM EDT Yes 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 Cross-Border Clients: Navigating Tax and Planning Complexities for Expats and Dual Citizens Presented by Edward Cole, Thursday, October 9, 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 Estate Planning for Childfree people: Strategies for Building a Lasting Legacy Presented by Jay Zigmont, PhD, MBA, CFP®, Tuesday, October 21, 2025 at 12:00 PM EDT No Register Unlocking the Power of Qualified Small Business Stock: What Every Advisor Should Know About §1202 Presented by Caleb Powers, U.S. Boston Growth CapitalThursday, October 23, 2025 at 12:00 PM EDT Yes Register Building a TIPS Ladder: A Step-by-Step Guide for Financial Planners Presented by Jay Abolofia, PhD, CFP®, Lyon Financial PlanningThursday, October 30, 2025 at 12:00 PM EDT Yes Register Unlock The Value of Life Insurance: The Who, What and Why of Life Settlements Presented by Lisa Rehburg, Thursday, November 6, 2025 at 12:00 PM EST No Register Meet Industry-Changer Hannah Moore, CFP® Presented by Hannah Moore, CFP®, Amplified PlanningTuesday, November 11, 2025 at 12:00 PM EST No Register Noncompetes and Restrictive Covenants: What Every Financial Advisor Needs to KNOW Presented by Isaac Mamaysky, Esq., Potomac Law GroupWednesday, November 12, 2025 at 1:00 PM EST No Register Unlock the Hidden Side of Your Clients’ Portfolios: Rental Properties Presented by Dan Williams and Todd SwansonTuesday, November 18, 2025 at 1:00 PM EST Yes Register What JPMorgan Sees Coming: 30 Years of Market Wisdom Presented by Philip Camporeale, J.P. Morgan Asset ManagementThursday, December 11, 2025 at 1:00 PM EST Yes Register The Four Buckets Framework: A Post-COVID Shift in Retirement Income Planning Presented by Ethan Lohr, CFP, Lohr & CompanyTuesday, December 16, 2025 at 1:00 PM EST Yes Register Storm-Proofing Retirement: How to Integrate Coastal Risk Into Financial Plans Presented by Christopher Jackson, CFP®, CPJ FinancialTuesday, January 6, 2026 at 1:00 PM EST Yes Register