What Clients Need to Know when Changing their Residency (2 Products and Practices IAR CE) - 10.18.2025
Presented by Joseph Endres, Esq., Hodgson Russ
Saturday, October 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) - 10.20.2025
Presented by Kristy Kennedy
Monday, October 20, 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) - 10.20.2025
Presented by John Thompson
Monday, October 20, 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) - 10.20.2025
Presented by Dale Krause
Monday, October 20, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Estate Planning for Childfree people: Strategies for Building a Lasting Legacy
Presented by Jay Zigmont, PhD, MBA, CFP®,
Tuesday, October 21, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Unlocking the Power of Qualified Small Business Stock: What Every Advisor Should Know About §1202
Presented by Caleb Powers, U.S. Boston Growth Capital
Thursday, October 23, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More How to Avoid The Top 10 Costly IRA Mistakes (2 IAR Products and Practices CE) - 10.23.2025
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Thursday, October 23, 2025 at 2:00 PM 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) - 10.24.2025
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Friday, October 24, 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) - 10.24.2025
Presented by Wade Pfau
Friday, October 24, 2025 at 11:30 AM ET 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) - 10.25.2025
Presented by John Thompson
Saturday, October 25, 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) - 10.25.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Saturday, October 25, 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) -10.27.2025
Presented by Tom Duffy
Monday, October 27, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 10.27.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Monday, October 27, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 10.27.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Monday, October 27, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Speak Up! Amplify Your Voice & Attract Ideal Clients.
Presented by Beth Fitzgerald + Holly Reimel, AdviserHer Consulting
Tuesday, October 28, 2025 at 1:00 PM ET No Register Learn More Roth Conversions vs. Early Withdrawals: Finding the Optimal Path to After-Tax Retirement Income
Presented by Jim DiLelllio, Pepperdine University
Wednesday, October 29, 2025 at 4:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR, EA Register Learn More Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 10.30.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, October 30, 2025 at 9:00 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More CFP® vs. EA — Understanding the Distinct Roles in Financial and Tax Planning
Presented by Adam Scherer, MS, CFP®, EA, Greenbeat Financial | The Boston Institute of Finance
Thursday, October 30, 2025 at 1:00 PM ET No Register Learn More Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -10.31.2025
Presented by Tom Duffy
Friday, October 31, 2025 at 9:00 AM ET 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) - 10.31.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, October 31, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More