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 How to Avoid The Top 10 Costly IRA Mistakes (2 IAR Products and Practices CE) - 10.23.2025 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APAThursday, October 23, 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) - 10.24.2025 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesFriday, October 24, 2025 at 9:00 AM EDT Yes Register Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 10.24.2025 Presented by Wade PfauFriday, October 24, 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) - 10.25.2025 Presented by John ThompsonSaturday, October 25, 2025 at 9:00 AM EDT Yes Register When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 10.25.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSaturday, October 25, 2025 at 11:30 AM EDT Yes Register Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -10.27.2025 Presented by Tom DuffyMonday, October 27, 2025 at 9:00 AM EDT Yes Register New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 10.27.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawMonday, October 27, 2025 at 11:30 AM EDT Yes Register Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 10.27.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawMonday, October 27, 2025 at 2:00 PM EDT Yes Register Financial Experts Update: New Courses + Website Changes + New CE Credits + NEW Referral Program Presented by Tom Dickson, Financial Experts NetworkMonday, October 27, 2025 at 4:00 PM EDT No Register Speak Up! Amplify Your Voice & Attract Ideal Clients. Presented by Beth Fitzgerald + Holly Reimel, AdviserHer ConsultingTuesday, October 28, 2025 at 1:00 PM EDT No Register Session 5 of CP MC: Dynasty 529 Planning: Multigenerational Education Funding and Estate Strategy Presented by Alan Gassman, J.D., LL.M., Gassman Law P.A.Wednesday, October 29, 2025 at 12:00 PM EDT Yes Register Roth Conversions vs. Early Withdrawals: Finding the Optimal Path to After-Tax Retirement Income Presented by Jim DiLelllio, Pepperdine UniversityWednesday, October 29, 2025 at 4:00 PM EDT Yes Register Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 10.30.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawThursday, October 30, 2025 at 9:00 AM EDT Yes Register CFP® vs. EA — Understanding the Distinct Roles in Financial and Tax Planning Presented by Adam Scherer, MS, CFP®, EA, Greenbeat Financial | The Boston Institute of FinanceThursday, October 30, 2025 at 1:00 PM EDT No Register Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -10.31.2025 Presented by Tom DuffyFriday, October 31, 2025 at 9:00 AM EDT Yes Register When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 10.31.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, October 31, 2025 at 11:30 AM EDT Yes Register New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 11.01.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSaturday, November 1, 2025 at 9:00 AM EDT Yes Register How to Avoid The Top 10 Costly IRA Mistakes (2 IAR Products and Practices CE) - 11.01.2025 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APASaturday, November 1, 2025 at 11:30 AM EDT Yes Register Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 11.03.2025 Presented by Kristy KennedyMonday, November 3, 2025 at 9:00 AM EST Yes Register The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 11.03.2025 Presented by John ThompsonMonday, November 3, 2025 at 11:30 AM EST Yes Register Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 11.03.2025 Presented by Dale KrauseMonday, November 3, 2025 at 2:00 PM EST Yes Register Insights for Financial Advisors Considering Succession, Sale, or Growth through M&A. Presented by MultipleTuesday, November 4, 2025 at 12:00 PM EST No Register New Features in 529 Plans + Insights on the Trump Account Presented by Scott Morrison, Saving for CollegeWednesday, November 5, 2025 at 1:00 PM EST Yes Register What Financial Advisors and Their Clients Need to Know About Medicare Open Enrollment Presented by Melinda Caughill, Medicare Expert, i65 IncorporatedThursday, November 6, 2025 at 1:00 PM EST Yes Register Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 11.07.2025 Presented by Dale KrauseFriday, November 7, 2025 at 9:00 AM EST Yes Register Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 11.07.2025 Presented by Kristy KennedyFriday, November 7, 2025 at 11:30 AM EST Yes Register What Clients Need to Know when Changing their Residency (2 Products and Practices IAR CE) - 11.08.2025 Presented by Joseph Endres, Esq., Hodgson RussSaturday, November 8, 2025 at 9:00 AM EST Yes Register When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 11.08.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSaturday, November 8, 2025 at 11:30 AM EST Yes Register Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 11.10.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawMonday, November 10, 2025 at 9:00 AM EST Yes Register New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 11.10.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawMonday, November 10, 2025 at 11:30 AM EST Yes Register Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -11.10.2025 Presented by Tom DuffyMonday, November 10, 2025 at 2:00 PM EST Yes 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 Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 11.13.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawThursday, November 13, 2025 at 2:00 PM EST Yes Register New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 11.14.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, November 14, 2025 at 9:00 AM EST Yes Register Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 11.14.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, November 14, 2025 at 11:30 AM EST Yes Register Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 11.15.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSaturday, November 15, 2025 at 9:00 AM EST Yes Register Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 11.15.2025 Presented by Wade Pfau, PhD, CFA, RICP®, Saturday, November 15, 2025 at 11:30 AM EST Yes Register Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 11.17.2025 Presented by Dale KrauseMonday, November 17, 2025 at 9:00 AM EST Yes Register Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 11.17.2025 Presented by Kristy KennedyMonday, November 17, 2025 at 11:30 AM EST Yes Register The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 11.17.2025 Presented by John ThompsonMonday, November 17, 2025 at 2:00 PM EST Yes 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 Supercharging the 4% Rule: Retirement Income Insights with Bill Bengen Presented by Bill Bengen, Wednesday, November 19, 2025 at 1:00 PM EST Yes Register Year-End Tax Planning in 2025 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesThursday, November 20, 2025 at 12:00 PM EST Yes Register Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 11.20.2025 Presented by Dale KrauseThursday, November 20, 2025 at 2:00 PM EST Yes Register The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 11.21.2025 Presented by John ThompsonFriday, November 21, 2025 at 9:00 AM EST Yes Register Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 11.21.2025 Presented by Kristy KennedyFriday, November 21, 2025 at 11:30 AM EST Yes Register Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -11.22.2025 Presented by Tom DuffySaturday, November 22, 2025 at 9:00 AM EST Yes Register What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 11.22.2025 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesSaturday, November 22, 2025 at 11:30 AM EST Yes Register Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -11.24.2025 Presented by Tom DuffyMonday, November 24, 2025 at 9:00 AM EST Yes Register When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 11.24.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawMonday, November 24, 2025 at 11:30 AM EST Yes Register Financial Support and Dementia Care Presented by Denise Brown, Eric Jutkowitz, PhD, and Sandra Adams, CFP®Monday, November 24, 2025 at 12:00 PM EST Yes Register Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 11.24.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawMonday, November 24, 2025 at 2:00 PM EST Yes Register Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 11.28.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, November 28, 2025 at 9:00 AM EST Yes Register New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 11.28.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, November 28, 2025 at 11:30 AM EST Yes Register Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -11.28.2025 Presented by Tom DuffyFriday, November 28, 2025 at 2:00 PM EST Yes Register Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 11.29.2025 Presented by Kristy KennedySaturday, November 29, 2025 at 9:00 AM EST Yes Register The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 11.29.2025 Presented by John ThompsonSaturday, November 29, 2025 at 11:30 AM EST Yes Register Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 11.29.2025 Presented by Dale KrauseSaturday, November 29, 2025 at 2:00 PM EST Yes Register New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 12.01.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawMonday, December 1, 2025 at 9:00 AM EST Yes Register When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 12.01.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawMonday, December 1, 2025 at 11:30 AM EST Yes Register Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 12.01.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawMonday, December 1, 2025 at 2:00 PM EST Yes Register HOW THE ONE BIG BEAUTIFUL BILL ACT AFFECTS CHARITABLE GIVING Presented by Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®, Wednesday, December 3, 2025 at 12:00 PM EST Yes Register The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 12.04.2025 Presented by John ThompsonThursday, December 4, 2025 at 2:00 PM EST Yes Register Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 12.05.2025 Presented by Dale KrauseFriday, December 5, 2025 at 9:00 AM EST Yes Register Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 12.05.2025 Presented by Kristy KennedyFriday, December 5, 2025 at 11:30 AM EST Yes Register Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -12.06.2025 Presented by Tom DuffySaturday, December 6, 2025 at 9:00 AM EST Yes Register How to Avoid The Top 10 Costly IRA Mistakes (2 IAR Products and Practices CE) - 12.06.2025 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APASaturday, December 6, 2025 at 11:30 AM EST Yes Register The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 12.08.2025 Presented by John ThompsonMonday, December 8, 2025 at 9:00 AM EST Yes Register Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 12.08.2025 Presented by Dale KrauseMonday, December 8, 2025 at 11:30 AM EST Yes Register Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 12.08.2025 Presented by Kristy KennedyMonday, December 8, 2025 at 2:00 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 New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 12.11.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawThursday, December 11, 2025 at 2:00 PM EST Yes Register When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 12.12.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, December 12, 2025 at 9:00 AM EST Yes Register Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 12.12.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, December 12, 2025 at 11:30 AM EST Yes Register What Clients Need to Know when Changing their Residency (2 Products and Practices IAR CE) - 12.13.2025 Presented by Joseph Endres, Esq., Hodgson RussSaturday, December 13, 2025 at 9:00 AM EST Yes Register Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 12.13.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSaturday, December 13, 2025 at 11:30 AM EST Yes Register Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 12.15.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawMonday, December 15, 2025 at 9:00 AM EST Yes Register Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -12.15.2025 Presented by Tom DuffyMonday, December 15, 2025 at 11:30 AM EST Yes Register New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 12.15.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawMonday, December 15, 2025 at 2:00 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 Demystifying QLACs Presented by Scott Witt, Actuary, Witt Actuarial servicesThursday, December 18, 2025 at 12:00 PM EST Yes Register Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 12.18.2025 Presented by Dale KrauseThursday, December 18, 2025 at 2:00 PM EST Yes Register Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 12.19.2025 Presented by Kristy KennedyFriday, December 19, 2025 at 9:00 AM EST Yes Register The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 12.19.2025 Presented by John ThompsonFriday, December 19, 2025 at 11:30 AM EST Yes Register What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 12.20.2025 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesSaturday, December 20, 2025 at 9:00 AM EST Yes Register Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -12.20.2025 Presented by Tom DuffySaturday, December 20, 2025 at 11:30 AM EST Yes Register Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 12.22.2025 Presented by Dale KrauseMonday, December 22, 2025 at 9:00 AM EST Yes Register The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 12.22.2025 Presented by John ThompsonMonday, December 22, 2025 at 11:30 AM EST Yes Register Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 12.22.2025 Presented by Kristy KennedyMonday, December 22, 2025 at 2:00 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 Selling Your Book of Business: Contracts, Privacy Laws, and the Movement of Client Data Presented by Isaac Mamaysky, Esq., Potomac Law GroupWednesday, January 14, 2026 at 1:00 PM EST No Register MAPTs and BDOTs - How They Work and When to Use Them Presented by Scott Levin, J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®, Wescott Financial Advisory GroupWednesday, February 4, 2026 at 12:00 PM EST Yes Register PHILANTHROPIC OPPORTUNITIES WITH THE SECURE 2.0 ACT Presented by Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®, Thursday, February 5, 2026 at 12:00 PM EST Yes Register Life Insurance: The Facts They Don’t Teach You in CFP® Class Presented by Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP®, VeralyticTuesday, March 10, 2026 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, March 12, 2026 at 1:00 PM EDT Yes Register Building a TIPS Ladder: A Step-by-Step Guide for Financial Planners Presented by Jay Abolofia, PhD, CFP®, Lyon Financial PlanningTuesday, March 17, 2026 at 12:00 PM EDT Yes Register Critical Insights for Advising Clients on Rental Income Properties Presented by Rich Arzaga, CFP®, CCIM, Tuesday, March 24, 2026 at 1:00 PM EDT Yes Register