Medicare and Health Insurance Options for Veterans and Federal Employees
Presented by Melinda Caughill, Medicare Expert, i65 Incorporated
Tuesday, December 3, 2024 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Outsourced Chief Compliance Officer (CCO) Services for Registered Investment Advisers
Presented by Dave Reichert and Janet Messer
Wednesday, December 4, 2024 at 12:00 PM ET No Register Learn More Strategies for Clients & Loved Ones with Dementia
Presented by Leah Daly, Alzheimer's Foundation of America
Thursday, December 5, 2024 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 12.05.2024
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, December 5, 2024 at 3:00 PM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE) - 12.06.2024
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, December 6, 2024 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) - 12.06.2024
Presented by Tom Duffy
Friday, December 6, 2024 at 11:30 AM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 12.07.2024
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Saturday, December 7, 2024 at 10:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Tax-Efficiency for Retirement Spending (Approved for 2 IAR CE) - 12.07.2024
Presented by Wade Pfau
Saturday, December 7, 2024 at 12:30 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 12.07.2024
Presented by Joseph Endres, Esq., Hodgson Russ
Saturday, December 7, 2024 at 3:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits) - 12.08.2024
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, December 8, 2024 at 11:00 AM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 12.08.2024
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, December 8, 2024 at 11:30 AM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE) - 12.08.2024
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, December 8, 2024 at 4:00 PM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 12.09.2024
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Monday, December 9, 2024 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Tax Planning Ideas for the Financial Advisor to Share with their Clients (Approved for 2 IAR CE) - 12.09.2024
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Monday, December 9, 2024 at 11:30 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 12.09.2024
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Monday, December 9, 2024 at 2:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Maximizing College Financial Aid with the FAFSA and Student Aid Index
Presented by Mark Kantrowitz,
Monday, December 9, 2024 at 4:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Understanding Pet Insurance – Protecting Your Clients' Furry Family Members
Presented by Robert Uribe,
Tuesday, December 10, 2024 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Estate Planning for Advisors: From Basics… to Brain Surgery
Presented by Jeremy D. Curtis, JD, MS, CFP®, The Curtis Law Firm, PLLC
Wednesday, December 11, 2024 at 12:00 PM ET No Register Learn More Strategic Tax Planning for Selling Appreciated Real Estate Investment Property: 5 Proven Methods
Presented by Rich Arzaga, CFP®, CCIM and Alan Gassman, Esq., LL.M
Thursday, December 12, 2024 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits) - 12.12.2024
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, December 12, 2024 at 3:00 PM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More