What’s New In Long-Term Care
Presented by La Rae Mills
Thursday, October 10, 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) - 10.10.2024
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, October 10, 2024 at 3:00 PM ET
Yes
CFP, CLU, ChFC, RICP, IAR
Register
Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits) - 10.11.2024
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, October 11, 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) - 10.11.2024
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, October 11, 2024 at 1:30 PM ET
Yes
CFP, CLU, ChFC, RICP, IAR
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How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 10.12.2024
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Saturday, October 12, 2024 at 11:00 AM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 10.12.2024
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Saturday, October 12, 2024 at 1:30 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 10.12.2024
Presented by Joseph Endres, Esq., Hodgson Russ
Saturday, October 12, 2024 at 4:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 10.13.2024
Sunday, October 13, 2024 at 11:00 AM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 10.13.2024
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, October 13, 2024 at 1:30 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE) - 10.13.2024
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, October 13, 2024 at 4:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 10.14.2024
Presented by Joseph Endres, Esq., Hodgson Russ
Monday, October 14, 2024 at 11:00 AM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 10.14.2024
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Monday, October 14, 2024 at 1:30 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 10.14.2024
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Monday, October 14, 2024 at 4:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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
What Clients Need to Know About Buying and Selling a Home After the NAR Settlement
Presented by Darrell Done, Coldwell Banker Realty
Thursday, October 17, 2024 at 12:00 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP
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Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE) - 10.17.2024
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, October 17, 2024 at 3:00 PM ET
Yes
CFP, CLU, ChFC, RICP, IAR
Register
Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits) - 10.18.2024
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, October 18, 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) - 10.18.2024
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, October 18, 2024 at 1:30 PM ET
Yes
CFP, CLU, ChFC, RICP, IAR
Register
What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 10.19.2024
Presented by Joseph Endres, Esq., Hodgson Russ
Saturday, October 19, 2024 at 10:00 AM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 10.19.2024
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Saturday, October 19, 2024 at 12:30 PM ET
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register