Comparing Medicare Plans & Tips for Signing Up
Presented by Melinda Caughill, Medicare Expert, i65 Incorporated
Wednesday, September 17, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Protecting Your Clients in High-Stakes Moments: A Guide to Valuation Red Flags
Presented by Anthony Venette, CPA, Withum
Thursday, September 18, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 09.18.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, September 18, 2025 at 3:00 PM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 09.19.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, September 19, 2025 at 9:00 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 09.19.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, September 19, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 09.20.2025
Presented by Dale Krause
Saturday, September 20, 2025 at 9:00 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 09.20.2025
Presented by Kristy Kennedy
Saturday, September 20, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 09.20.2025
Presented by John Thompson
Saturday, September 20, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Navigating the Complexities of Dual Registration as Investment Adviser Rep (2 IAR Ethics CE Credits) - 09.21.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, September 21, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Ethics and Fiduciary Duties in Investment Advisory (2 IAR Ethics CE) - 09.21.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, September 21, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) - 09.21.2025
Presented by Tom Duffy
Sunday, September 21, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More How to Avoid The Top 10 Costly IRA Mistakes (2 IAR Products and Practices CE) - 09.22.2025
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Monday, September 22, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 09.22.2025
Presented by Wade Pfau
Monday, September 22, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 09.22.2025
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Monday, September 22, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Life Insurance Planning Changes After the Big Beautiful Tax Act
Presented by Alan Gassman, J.D., LL.M. and Barry Flagg, CFP®, CLU, ChFC
Tuesday, September 23, 2025 at 4:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More Unlocking Home Equity: Innovative Strategies for Retirement Planning
Presented by Craig Corn and Don Prehn
Wednesday, September 24, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Introducing Financial Transition Literacy: The Human-side Essentials for Supporting Clients Through Life Changing Events
Presented by Susan Bradley, CFP®, CeFT®, Sudden Money Institute
Thursday, September 25, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) - 09.25.2025
Presented by Tom Duffy
Thursday, September 25, 2025 at 3:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Navigating the Complexities of Dual Registration as Investment Adviser Rep (2 IAR Ethics CE Credits) - 09.26.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, September 26, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Ethics and Fiduciary Duties in Investment Advisory (2 IAR Ethics CE) - 09.26.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, September 26, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More