Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 02.09.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSunday, February 9, 2025 at 11:30 AM EST Yes Register Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 02.09.2025 Presented by Tom DuffySunday, February 9, 2025 at 2:00 PM EST Yes Register Tax Planning Ideas for the Financial Advisor to Share with their Clients (Approved for 2 IAR CE) - 02.10.2025 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesMonday, February 10, 2025 at 9:00 AM EST Yes Register What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 02.10.2025 Presented by Joseph Endres, Esq., Hodgson RussMonday, February 10, 2025 at 11:30 AM EST Yes Register Helping Clients Peacefully Manage Day-to-Day Finances Presented by Brian Page, Monday, February 10, 2025 at 12:00 PM EST Yes Register How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 02.10.2025 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APAMonday, February 10, 2025 at 2:00 PM EST Yes Register Planning for the Next Gen: Navigating the Generation Skipping Transfer Tax Presented by Patrick Carlson, VanillaTuesday, February 11, 2025 at 12:00 PM EST Yes Register The Repeal of WEP and GPO - The Social Security Fairness Act Presented by Kurt Czarnowski, Wednesday, February 12, 2025 at 12:00 PM EST Yes Register Understanding the Evolving Landscape of California Property Insurance: Lessons from the 2025 Wildfires Presented by Aryn Johnson, Marsh McLennan AgencyTuesday, February 18, 2025 at 12:00 PM EST Yes Register Preview of Estate Planning Masterclass with Alan Gassman, J.D., LL.M. Presented by Alan Gassman, J.D., LL.M., Gassman LawWednesday, February 19, 2025 at 4:00 PM EST No Register Planning Now For the 2026 CLIFF Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & AssociatesThursday, February 20, 2025 at 1:00 PM EST Yes Register Mastering Health Insurance Benefits Presented by Michella Drummond and Larry Pon, CPA,Tuesday, February 25, 2025 at 12:00 PM EST Yes Register How to Discuss Cognitive Decline with Clients Presented by Chris Heye, PhD, Whealthcare Solutions and Whealthcare PlanningTuesday, March 4, 2025 at 12:00 PM EST Yes Register Connections That Count: Innovation and Empathy in Financial Advice Presented by Dr. Emily Koochel, eMoneyThursday, March 6, 2025 at 12:00 PM EST Yes Register Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 03.06.2025 Presented by Tom DuffyThursday, March 6, 2025 at 1:00 PM EST Yes Register Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE) - 03.07.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, March 7, 2025 at 9:00 AM EST Yes Register Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 03.07.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawFriday, March 7, 2025 at 11:30 AM EST Yes Register Tax-Efficiency for Retirement Spending (Approved for 2 IAR CE) - 03.08.2025 Presented by Wade PfauSaturday, March 8, 2025 at 9:00 AM EST Yes Register What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 03.08.2025 Presented by Joseph Endres, Esq., Hodgson RussSaturday, March 8, 2025 at 11:30 AM EST Yes Register What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 03.08.2024 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesSaturday, March 8, 2025 at 2:00 PM EST Yes Register Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits) - 03.09.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSunday, March 9, 2025 at 9:00 AM EDT Yes Register Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 03.09.2025 Presented by Tom DuffySunday, March 9, 2025 at 11:30 AM EDT Yes Register Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 03.09.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLawSunday, March 9, 2025 at 2:00 PM EDT Yes Register Tax Planning Ideas for the Financial Advisor to Share with their Clients (Approved for 2 IAR CE) - 03.10.2025 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesMonday, March 10, 2025 at 9:00 AM EDT Yes Register How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 03.10.2025 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APAMonday, March 10, 2025 at 11:30 AM EDT Yes Register Tax-Efficiency for Retirement Spending (Approved for 2 IAR CE) - 03.10.2025 Presented by Wade PfauMonday, March 10, 2025 at 2:00 PM EDT Yes Register The Mother of All Bubbles? Presented by Harry Mamaysky, Ph.D, Wednesday, March 12, 2025 at 12:00 PM EDT Yes Register 2025: Another Volatile Year for Student Loan Borrowers Presented by Ryan Galiotto, CFP® CSLP®, Etch FinancialThursday, March 13, 2025 at 12:00 PM EDT Yes Register Decoding ETFs: Essential Insights for Financial Advisors Presented by Jon Maier, JP Morgan Asset ManagementTuesday, March 18, 2025 at 12:00 PM EDT Yes Register Estate Planning Masterclass #1: Introduction to Estate Planning Essentials Presented by Alan Gassman, J.D., LL.M., Gassman LawWednesday, March 19, 2025 at 12:00 PM EDT Yes Register The Rider and the Elephant: Tapping into Your Best Financial Decision Making Mode Presented by Cherie Stueve, CerefiThursday, March 20, 2025 at 12:00 PM EDT Yes Register Understanding how Private Placement Life Insurance (PPLI) Wealth Transfer Strategies for the RIGHT Client Presented by Bob Chesner, CPA, Ripp Grossman & FitteTuesday, March 25, 2025 at 12:00 PM EDT Yes Register Estate Planning Masterclass #2: Advanced Wealth Transfer Strategies Presented by Alan Gassman, J.D., LL.M., Gassman LawWednesday, March 26, 2025 at 12:00 PM EDT Yes Register Estate Planning Masterclass #3: Leveraging Trusts in Estate Planning Presented by Alan Gassman, J.D., LL.M., Gassman LawWednesday, April 2, 2025 at 12:00 PM EDT Yes Register Estate Planning Masterclass #4: Tax Minimization Strategies in Estate Planning Presented by Alan Gassman, J.D., LL.M., Gassman LawWednesday, April 9, 2025 at 12:00 PM EDT Yes Register Financial Transition Planning Presented by Sandy Adams, CFP®, Center for Financial Planning, Inc.Thursday, April 10, 2025 at 12:00 PM EDT Yes Register Estate Planning Masterclass #5: Business Succession and Special Estate Planning Needs Presented by Alan Gassman, J.D., LL.M., Gassman LawWednesday, April 16, 2025 at 12:00 PM EDT Yes Register Cash Balance Plans - A Tax & Retirement Strategy for High Income Owners Presented by Larry Blades, Oakwood SummitTuesday, April 22, 2025 at 12:00 PM EDT Yes Register 10 Biggest Mistakes Clients Make with Life Insurance and Annuities – What Every Financial Advisor Needs to Know Presented by Scott Witt, Actuary, Witt Actuarial servicesThursday, April 24, 2025 at 12:00 PM EDT Yes Register Seven Components of Longevity Planning Presented by Chris Heye, PhD, Whealthcare Solutions and Whealthcare PlanningTuesday, May 6, 2025 at 12:00 PM EDT Yes Register Guided Spending Rates: Rethinking “Safe” Initial Withdrawal Rates Presented by David Blanchett, PhD, CFA, CFP®, PGIM DC SolutionsThursday, May 8, 2025 at 12:00 PM EDT Yes Register Case Studies in Childfree Life, Financial, Estate and Tax Planning Presented by Jay Zigmont, PhD, MBA, CFP®, Thursday, May 15, 2025 at 12:00 PM EDT Yes 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 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 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 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 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