Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 09.27.2025
Presented by Wade Pfau
Saturday, September 27, 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) - 09.27.2025
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Saturday, September 27, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 09.28.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, September 28, 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) - 09.28.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, September 28, 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) - 09.28.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, September 28, 2025 at 2:00 PM 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) - 09.29.2025
Presented by Kristy Kennedy
Monday, September 29, 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) - 09.29.2025
Presented by John Thompson
Monday, September 29, 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) - 09.29.2025
Presented by Dale Krause
Monday, September 29, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Cross-Border Clients: Navigating Tax and Planning Complexities for Expats and Dual Citizens
Presented by Edward Cole,
Tuesday, September 30, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More Mastering the §199A Qualified Business Income Deduction
Presented by Clark Randall, CFP®, MJur, Creekmur Wealth Advisors
Thursday, October 2, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 10.02.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, October 2, 2025 at 2:00 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) - 10.03.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, October 3, 2025 at 9:00 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) - 10.03.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, October 3, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 10.04.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Saturday, October 4, 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) - 10.04.2025
Presented by Kristy Kennedy
Saturday, October 4, 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) - 10.06.2025
Presented by John Thompson
Monday, October 6, 2025 at 9:00 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) - 10.06.2025
Presented by Dale Krause
Monday, October 6, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More How to Avoid The Top 10 Costly IRA Mistakes (2 IAR Products and Practices CE) - 10.06.2025
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Monday, October 6, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Helping Families Navigate Aging with Confidence
Presented by Lauren Clough, BQuest
Wednesday, October 8, 2025 at 12:00 PM ET No Register Learn More Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 10.09.2025
Presented by Kristy Kennedy
Thursday, October 9, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More