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Filter by CE: All . CFP® CE . IAR CE

Webinar Details
When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 10.03.2025
Fri, Oct, 3 2025 09:00:AM
Approved for CE Credit in Year: 2025
Michelle Atlas-Quinn, J.D., AdvisorLaw
CE Eligible CFP, CLU, ChFC, CPA, RICP, IAR
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Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 10.03.2025
Fri, Oct, 3 2025 11:30:AM
Approved for CE Credit in Year: 2025
Michelle Atlas-Quinn, J.D., AdvisorLaw
CE Eligible CFP, CLU, ChFC, CPA, RICP, IAR
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Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 10.04.2025
Sat, Oct, 4 2025 09:00:AM
Approved for CE Credit in Year: 2025
Michelle Atlas-Quinn, J.D., AdvisorLaw
CE Eligible CFP, CLU, ChFC, CPA, RICP, IAR
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Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 10.04.2025
Sat, Oct, 4 2025 11:30:AM
Approved for CE Credit in Year: 2025
Kristy Kennedy
CE Eligible CFP, CLU, ChFC, CPA, RICP, IAR
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The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 10.06.2025
Mon, Oct, 6 2025 09:00:AM
Approved for CE Credit in Year: 2025
John Thompson
CE Eligible CFP, CLU, ChFC, CPA, RICP, IAR
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Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 10.06.2025
Mon, Oct, 6 2025 11:30:AM
Approved for CE Credit in Year: 2025
Dale Krause
CE Eligible CFP, CLU, ChFC, CPA, RICP, IAR
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How to Avoid The Top 10 Costly IRA Mistakes (2 IAR Products and Practices CE) - 10.06.2025
Mon, Oct, 6 2025 14:00:PM
Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
CE Eligible CFP, CLU, ChFC, CPA, RICP, IAR
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Lauren Clough
Helping Families Navigate Aging with Confidence
Wed, Oct, 8 2025 12:00:PM
Lauren Clough, BQuest
Not CE Eligible
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Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 10.09.2025
Thu, Oct, 9 2025 11:30:AM
Approved for CE Credit in Year: 2025
Kristy Kennedy
CE Eligible CFP, CLU, ChFC, CPA, RICP, IAR
Register
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Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 10.10.2025
Fri, Oct, 10 2025 09:00:AM
Approved for CE Credit in Year: 2025
Dale Krause
CE Eligible CFP, CLU, ChFC, CPA, RICP, IAR
Register
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The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 10.10.2025
Fri, Oct, 10 2025 11:30:AM
Approved for CE Credit in Year: 2025
John Thompson
CE Eligible CFP, CLU, ChFC, CPA, RICP, IAR
Register
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Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -10.11.2025
Sat, Oct, 11 2025 09:00:AM
Tom Duffy
CE Eligible CFP, CLU, ChFC, CPA, RICP, IAR
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Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 10.11.2025
Sat, Oct, 11 2025 11:30:AM
Approved for CE Credit in Year: 2025
Michelle Atlas-Quinn, J.D., AdvisorLaw
CE Eligible CFP, CLU, ChFC, CPA, RICP, IAR
Register
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Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 10.13.2025
Mon, Oct, 13 2025 09:00:AM
Approved for CE Credit in Year: 2025
Michelle Atlas-Quinn, J.D., AdvisorLaw
CE Eligible CFP, CLU, ChFC, CPA, RICP, IAR
Register
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When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 10.13.2025
Mon, Oct, 13 2025 11:30:AM
Approved for CE Credit in Year: 2025
Michelle Atlas-Quinn, J.D., AdvisorLaw
CE Eligible CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 10.13.2025
Mon, Oct, 13 2025 14:00:PM
Approved for CE Credit in Year: 2025
Michelle Atlas-Quinn, J.D., AdvisorLaw
CE Eligible CFP, CLU, ChFC, CPA, RICP, IAR
Register
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Brad Breeding
Planning for Senior Living: Insights on Continuing Care Communities
Tue, Oct, 14 2025 12:00:PM
Brad Breeding, CFP®, myLifeSite.net
CE Eligible CFP, CLU, ChFC, CPA, RICP
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Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -10.16.2025
Thu, Oct, 16 2025 11:30:AM
Tom Duffy
CE Eligible CFP, CLU, ChFC, CPA, RICP, IAR
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Mark Grant
10 Things Every Financial Advisor Should Know Before Clients Buy in a Condo or HOA Community
Thu, Oct, 16 2025 16:00:PM
Mark Grant, Esq., Greenspoon Marder LLP
CE Eligible CFP, CLU, ChFC, RICP
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Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 10.17.2025
Fri, Oct, 17 2025 09:00:AM
Approved for CE Credit in Year: 2025
Michelle Atlas-Quinn, J.D., AdvisorLaw
CE Eligible CFP, CLU, ChFC, CPA, RICP, IAR
Register
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