Attracting the Female Dollar
Presented by Beth Fitzgerald and Holly Reimel
Wednesday, August 13, 2025 at 12:00 PM ET No Register Learn More Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) - 08.14.2025
Presented by Tom Duffy
Thursday, August 14, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More How Much Do I Need To Retire?
Presented by Wade Pfau, PhD, CFA, RICP®,
Thursday, August 14, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR, EA Register Learn More Common Compliance Deficiencies for Investment Adviser Representatives (2 IAR Ethics CE) - 08.15.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, August 15, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 08.15.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, August 15, 2025 at 9:00 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Ethics and Fiduciary Duties in Investment Advisory (2 IAR Ethics CE) - 08.15.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, August 15, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Master the New Rules of College Planning in 2025
Presented by Beth Walker, Center for College Solutions
Friday, August 15, 2025 at 1:00 PM ET No Register Learn More Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 08.16.2025
Presented by Dale Krause
Saturday, August 16, 2025 at 9:00 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) - 08.16.2025
Presented by John Thompson
Saturday, August 16, 2025 at 11:30 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) - 08.16.2025
Presented by Kristy Kennedy
Saturday, August 16, 2025 at 2:00 PM 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) - 08.17.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, August 17, 2025 at 9:00 AM 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) - 08.17.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, August 17, 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) - 08.17.2025
Presented by Tom Duffy
Sunday, August 17, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More What Clients Need to Know when Changing their Residency (2 Products and Practices IAR CE) - 08.18.2025
Presented by Joseph Endres, Esq., Hodgson Russ
Monday, August 18, 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) - 08.18.2025
Presented by Wade Pfau
Monday, August 18, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 08.18.2025
Presented by Kristy Kennedy
Monday, August 18, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More The Great Escape: How to Free Yourself from Client Fires and Daily Chaos
Presented by Josh Patrick, CFP, Financial Transitionist, Stage 2 Planning Partners
Tuesday, August 19, 2025 at 12:00 PM ET No Register Learn More When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 08.21.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, August 21, 2025 at 9:00 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Guiding the Exit: A Financial Advisor’s Role in Business Succession Conversations
Presented by Anthony Venette, CPA, Withum
Thursday, August 21, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Navigating the Complexities of Dual Registration as Investment Adviser Rep (2 IAR Ethics CE Credits) - 08.22.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, August 22, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More