Unlocking AI for Everyday Efficiency: Insights from Mark Wilson, Financial Planner
Presented by Mark Wilson, APA, CFP®, Mile Wealth
Wednesday, June 11, 2025 at 12:00 PM ET No Register Learn More New SEC AML Rule for Investment Adviser Reps and RIAs
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, June 12, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More Navigating Senior Living...Understanding the Options
Presented by Kristy Kennedy, Silver Bridges Consulting
Tuesday, June 17, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More 2025 Insurance State of the Market: Regional Trends, Risks & Resilience
Presented by Aryn Johnson, CPRIA, CAPI, Marsh McLennan Agency
Wednesday, June 18, 2025 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 Ethics CE Credits) - 06.19.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, June 19, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 06.20.2025
Presented by Tom Duffy
Friday, June 20, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR Ethics CE) - 06.20.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, June 20, 2025 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 Prod and PractCE) - 06.21.2025
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Saturday, June 21, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Tax-Efficiency for Retirement Spending (Approved for 2 IAR Prod and Pract CE) - 06.21.2025
Presented by Wade Pfau
Saturday, June 21, 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 (IAR Prod and Pract CE Elig) - 06.21.2024
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Saturday, June 21, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR Ethics CE) - 06.22.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, June 22, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 06.22.2025
Presented by Tom Duffy
Sunday, June 22, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR Ethics CE Credits) - 06.22.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, June 22, 2025 at 2:00 PM 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 Prod and Pract CE) - 06.23.2025
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Monday, June 23, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More What Clients Need to Know when Changing their Residency (Approved for 2 IAR Prod and Pract CE) - 06.23.2025
Presented by Joseph Endres, Esq., Hodgson Russ
Monday, June 23, 2025 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 Prod and Pract CE) - 06.23.2025
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Monday, June 23, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More End-of-Life Decisions: Legal Protections, Pitfalls, and Prevention of Litigation
Presented by Amitai Heller and
Tuesday, June 24, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More A Powerful Tool for Advisors to Analyze Government Spending & Debt
Presented by Sheila Weinberg, Truth in Accounting
Thursday, June 26, 2025 at 12:00 PM ET No Register Learn More Building a Portfolio of ‘Yes I Can’: Smart Nutrition & Fitness Strategies with Leslie Bonci
Presented by Leslie Bonci, MPH, RD, CSSD, LDN,
Tuesday, July 1, 2025 at 12:00 PM ET No Register Learn More Food Investments: Safe, Risky, and Unknown – Making Smarter Nutrition Choices with Leslie Bonci
Presented by Leslie Bonci, MPH, RD, CSSD, LDN,
Tuesday, July 8, 2025 at 4:00 PM ET No Register Learn More