ONE, BIG, BEAUTIFUL BILL ACT 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 Introducing Financial Advisors for Good: Unlocking the Power of Giving Circles Presented by Michael Goldman, CFP®, MA, EP WealthThursday, July 10, 2025 at 4:00 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 Session 3 of Tax Planning Masterclass: Strategies for Business Clients Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesTuesday, July 22, 2025 at 12:00 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 How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR Products and Practices CE) - 07.24.2025 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APAThursday, July 24, 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) - 07.24.2024 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesThursday, July 24, 2025 at 11:30 AM EDT Yes Register Incorporating Short-Term Care Insurance into a Client's Financial Plan Presented by Madolyn Reynolds, CLTC, Krause & AssociatesThursday, July 24, 2025 at 1:00 PM EDT Yes Register What Clients Need to Know when Changing their Residency (Approved for 2 Prod and Pract IAR CE) - 07.24.2025 Presented by Joseph Endres, Esq., Hodgson RussThursday, July 24, 2025 at 2:00 PM EDT Yes Register Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 07.25.2025 Presented by Tom DuffyFriday, July 25, 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) - 07.25.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, July 25, 2025 at 11:30 AM EDT Yes Register Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR Ethics CE) - 07.25.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, July 25, 2025 at 2:00 PM EDT Yes Register Creditor Protection Strategies Presented by Alan Gassman, J.D., LL.M., Gassman Law P.A.Tuesday, July 29, 2025 at 12:00 PM EDT Yes Register 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 4 of Tax Planning Masterclass: Roth Conversions, Executive Compensation, Trusts and Taxation 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 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 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 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 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 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 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 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 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 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