What Financial Planners should know about Trusts and Estates (IAR CE)
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Monday, September 16, 2024 at 4:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Unlocking the Power of Goals-Based Financial Planning
Presented by Ryan O. Murphy, Ph.D. and Samantha Lamas
Tuesday, September 17, 2024 at 12:00 PM ET
Yes
CFP, CLU, ChFC, RICP
Register
Physician’s Mortgage 101: A Comprehensive Guide for Financial Advisors
Presented by Jim Kernan, FNB
Wednesday, September 18, 2024 at 12:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register
Insurance for Cyber Attacks
Presented by Aryn Johnson, Marsh McLennan Agency
Thursday, September 19, 2024 at 1:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register
Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE)
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, September 19, 2024 at 3:00 PM ET
Yes
CFP, CLU, ChFC, RICP, IAR
Register
Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits)
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, September 20, 2024 at 11:00 AM ET
Yes
CFP, CLU, ChFC, RICP, IAR
Register
Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE)
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, September 20, 2024 at 1:30 PM ET
Yes
CFP, CLU, ChFC, RICP, IAR
Register
How to Avoid The Top 10 Costly IRA Mistakes (IAR CE Eligible) - 09.23.2024
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA,
Monday, September 23, 2024 at 1:30 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Charitable Remainder Trusts from A to Z
Presented by Alan Gassman, J.D., LL.M., Gassman Law
Tuesday, September 24, 2024 at 1:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register
5 Star Presentation on Retirement Planning
Presented by Alexandra Nobile, J.P. Morgan Asset Management
Wednesday, September 25, 2024 at 1:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register
The 411 on Car Rental Coverage
Presented by Robert Uribe, BMFCE
Thursday, September 26, 2024 at 12:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register
Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE)
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, September 26, 2024 at 3:00 PM ET
Yes
CFP, CLU, ChFC, RICP, IAR
Register
Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits)
Friday, September 27, 2024 at 11:00 AM ET
Yes
CFP, CLU, ChFC, RICP, IAR
Register
Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 09.27.2024
Friday, September 27, 2024 at 1:30 PM ET
Yes
CFP, CLU, ChFC, RICP, IAR
Register
The Power of Qualified Personal Residence Trusts (QPRTs)
Presented by Alan Gassman, J.D., LL.M., Gassman Law
Tuesday, October 1, 2024 at 1:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register
Working Well with Widows
Presented by Kathleen Rehl,
Tuesday, October 8, 2024 at 12:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register
What’s New In Long-Term Care
Presented by Don Levin, Krause & Associates
Thursday, October 10, 2024 at 1:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register
Navigating Medicare Annual Open Enrollment: Key Changes for 2025
Presented by Melinda Caughill, Medicare Expert, i65 Incorporated
Tuesday, October 15, 2024 at 12:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register
Mastering the FAFSA: Best Practices and Key Changes for Financial Advisors
Presented by Peg Keough and Matt Carpenter
Tuesday, October 22, 2024 at 12:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register
The Fiduciary Era for Life Insurance
Presented by Steven Zeiger, KB Financial
Thursday, October 24, 2024 at 12:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
Register