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 Associates
Monday, February 10, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 02.10.2025
Presented by Joseph Endres, Esq., Hodgson Russ
Monday, February 10, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More Helping Clients Peacefully Manage Day-to-Day Finances
Presented by Brian Page,
Monday, February 10, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More 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, APA
Monday, February 10, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More Planning for the Next Gen: Navigating the Generation Skipping Transfer Tax
Presented by Patrick Carlson, Vanilla
Tuesday, February 11, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More The Repeal of WEP and GPO - The Social Security Fairness Act
Presented by Kurt Czarnowski,
Wednesday, February 12, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Understanding the Evolving Landscape of California Property Insurance: Lessons from the 2025 Wildfires
Presented by Aryn Johnson, Marsh McLennan Agency
Tuesday, February 18, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Preview of Estate Planning Masterclass with Alan Gassman, J.D., LL.M.
Presented by Alan Gassman, J.D., LL.M., Gassman Law
Wednesday, February 19, 2025 at 4:00 PM ET No Register Learn More Planning Now For the 2026 CLIFF
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates
Thursday, February 20, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Mastering Health Insurance Benefits
Presented by Michella Drummond and Larry Pon, CPA,
Tuesday, February 25, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More How to Discuss Cognitive Decline with Clients
Presented by Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning
Tuesday, March 4, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Connections That Count: Innovation and Empathy in Financial Advice
Presented by Dr. Emily Koochel, eMoney
Thursday, March 6, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 03.06.2025
Presented by Tom Duffy
Thursday, March 6, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE) - 03.07.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, March 7, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 03.07.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, March 7, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More Tax-Efficiency for Retirement Spending (Approved for 2 IAR CE) - 03.08.2025
Presented by Wade Pfau
Saturday, March 8, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 03.08.2025
Presented by Joseph Endres, Esq., Hodgson Russ
Saturday, March 8, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More 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 Associates
Saturday, March 8, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More 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., AdvisorLaw
Sunday, March 9, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 03.09.2025
Presented by Tom Duffy
Sunday, March 9, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More