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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Nov 19 Thu 12:00 PM Not CE Eligible |  | How to Build a $1 Million, 100-Days-Off Advisory Practice With Stephanie Bogan,
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Nov 23 Mon 12:00 PM Not CE Eligible |  | Selling in the Next 3-5 Years? What You Need to Do Starting Now With David Grau, Jr., MBA, Succession Resource Group
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Nov 24 Tue 12:00 PM 1 CE Credit |  | The "Gotcha Tax": Coordinating Medicare, IRMAA and Roth Conversions for Clients 63+ With Drew Boyer, CFP®, CMFC, Boyer Financial Group - CFP
- CLU
- ChFC
- CPA
- RICP
- IAR
- EA
- CDFA
IAR CE Product and Practices | RegisterLearn More |
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 |  | The Retirement Account Mistakes Costing Your Clients Money, and How to Fix Them With Denise Appleby, , MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting
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Dec 8 Tue 12:00 PM 1 CE Credit |  | Strategic Giving: Turning Philanthropy into a Planning Advantage With Heather Zack, JD, LLM, MSFP, CAP®,
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Dec 10 Thu 12:00 PM Not CE Eligible |  | So You Want to Run Your Own Practice? Key Considerations in the Transition from Employee to Principal With Isaac Mamaysky, Esq. and
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Dec 15 Tue 12:00 PM 1 CE Credit |  | Identity Theft: The Coverage Gap in Client Plans With Jonathan Ruggiero, IDIQ - CFP
- CLU
- ChFC
- CPA
- RICP
- IAR
- EA
- CDFA
IAR CE Product and Practices | RegisterLearn More |
Dec 16 Wed 12:00 PM 1 CE Credit |  | Real Estate Tax Planning Across the Ownership Lifecycle: Cost Segregation, Smart Improvements and Reducing Recapture at Sale With Chris Streit, Real Estate Tax Expert, CSA Partners
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Dec 17 Thu 12:00 PM 1 CE Credit |  | The New Alternative Minimum Tax Under OBBA With Larry Pon, CPA< AEP, Pon & Associates
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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 8 Fri 12:00 PM 2 CE Credit |  | Planning for and Managing Diminished Financial Capacity: What CFP® Professionals Need to Know With Michelle Atlas-Quinn, AdvisorLaw
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Jan 12 Tue 12:00 PM 1 CE Credit |  | Trump Accounts and Special Needs Clients: Avoiding the Age-18 Benefits Trap With Kristin Carelton, All Needs Planning
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Jan 13 Wed 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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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
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Jan 26 Tue 12:00 PM 1 CE Credit |  | The Short-Term Rental Loophole: Turning Real Estate Losses Into W-2 Tax Savings With Bryan Martin, CPA, Taxstra PLLC
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