Oct 6 Tue 12:00 PM 1 CE Credit |  | Decision Triage: Advising Clients in Crisis with Fred Saide, Ph.D., MA, NSSA With Fred Saide, Ph.D., MA, NSSA
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Oct 7 Wed 12:00 PM 2 CE Credit |  | The Rollover Rules - Applying Your Fiduciary Duty to IRA Rollovers With Michelle Atlas-Quinn, J.D., AdvisorLaw | RegisterLearn More |
Oct 13 Tue 12:00 PM 1 CE Credit |  | Early Action and Early Decision: Helping Families Navigate College Admission & Affordability With Rick Clark and Brennan Barnard - CFP
- CLU
- ChFC
- CPA
- RICP
- IAR
- EA
- CDFA
IAR CE Product and Practices | RegisterLearn More |
Oct 15 Thu 12:00 PM 2 CE Credit |  | Medicare Open Enrollment 2027: All Three Legs of the Medicare Stool Are Cracking at Once — and the Carpenters Just Lost Their To With Melinda Caughill, i65 - CFP
- CLU
- ChFC
- CPA
- RICP
- IAR
- EA
- CDFA
IAR CE Product and Practices | RegisterLearn More |
Oct 20 Tue 12:00 PM 1 CE Credit |  | Hidden Tuition: An Insider's Guide to College Pricing and Financial Aid With Phillip Levine, Wellesley College
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Oct 22 Thu 12:00 PM 1 CE Credit |  | Estate Planning: What Advisors Can Learn from End-of-Life Financial Decisions Across Insurance, Annuities, and Healthcare With Dr. Russell James, Ph.D., J.D., CFP®, Texas Tech University
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Oct 28 Wed 12:00 PM 1 CE Credit |  | The Hidden Forces Motivating Your Client Decisions With Michael Ervolini, Distinguished Fellow at FactSet
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Oct 29 Thu 12:00 PM 1 CE Credit |  | Financial Planner's Process for Guiding Clients Through Long-Term Care Decisions With Jason Hochstadt, CFP®, AIF®, JEDI MANAGEMENT, INC. (and LIFECO ASSOCIATES, INC.
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Nov 10 Tue 12:00 PM 1 CE Credit |  | Helping High-Asset Clients Qualify for Home Financing: A Practical Guide to Non-QM Loans With Dan Williams, Todd Swanson, and John Thompson, CLA
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Nov 10 Tue 12:00 PM 1.5 CE Credit |  | Estate Liquidity and Legacy Planning with Life Insurance With Alan Gassman, Esq., Kevin Kimbrough, CLU, CHFC, and Barry Flagg, CLU, ChFC
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Nov 17 Tue 12:00 PM 1 CE Credit |  | The Insurance Side of Estate Planning: Protecting Trust Assets, Trustees & Beneficiaries With Aryn Johnson, Marsh McClennan
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Dec 1 Tue 12:00 PM Not CE Eligible |  | The FinServ Foundation: Building the Future of Financial Services Through Mentorship, Coaching, and Conference Access With Victoria O'Tool, Executive Director of the FinServ Foundation
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Dec 2 Wed 12:00 PM 1 CE Credit |  | A Holistic Approach to Tax-Efficiency in Early-Stage Retirement Income Decisions With Jim DiLellio, Graziadio Business School, Pepperdine University
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Dec 3 Thu 12:00 PM Not CE Eligible |  | When Clients Lead Nonprofits: Communication Strategies for Successful Capital Campaigns With Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®
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Jan 6 Wed 12:00 PM 1 CE Credit |  | The Annual Insurance Checkup: Hidden Savings and Critical Coverage Gaps Your Clients Can’t Afford to Ignore With Aryn Johnson, Marsh McLennan Agency
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Jan 14 Thu 12:00 PM Not CE Eligible |  | Building an Effective PR & Marketing Program for Financial Advisors With Jody Lowe:, The Lowe Group
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Jan 19 Tue 12:00 PM 1 CE Credit |  | SE Tax for LLCs & S Corps: The Limited Partner Loophole, 5th Circuit Fallout & Reasonable Comp Battles With Larry Pon, CPA, AEP,
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Jan 21 Thu 12:00 PM 1 CE Credit |  | Four Retirement Realities (and What to Do About Them) with David Blanchett With David Blanchett, PhD, CFA, CFP®, Prudential Financial - CFP
- CLU
- ChFC
- CPA
- RICP
- IAR
- EA
- CDFA
| RegisterLearn More |
Feb 2 Tue 12:00 PM 1 CE Credit |  | Financial Planning in the Age of Donor-Advised Funds: Insights and Practical Strategies for Advisor With Erinn Andrews and Danny Anderson
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Mar 2 Tue 12:00 PM 1 CE Credit |  | Real Risks, Wrong Conclusions: Helping Clients Tell Economic Fear from Portfolio Action With David Bahnsen, The Bahnsen Group
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