Training Pathways for the Next Generation of Financial Planners with Industry Leader Hannah Moore, CFP®
Presented by Hannah Moore, CFP®, Amplified Planning
Tuesday, November 11, 2025 at 12:00 PM ET No Register Learn More Noncompetes and Restrictive Covenants: What Every Financial Advisor Needs to KNOW
Presented by Isaac Mamaysky, Esq., Potomac Law Group
Wednesday, November 12, 2025 at 1:00 PM ET No Register Learn More Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 11.13.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, November 13, 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) - 11.14.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, November 14, 2025 at 9:00 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) - 11.14.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, November 14, 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) - 11.15.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Saturday, November 15, 2025 at 9:00 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 11.15.2025
Presented by Wade Pfau, PhD, CFA, RICP®,
Saturday, November 15, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 11.17.2025
Presented by Dale Krause
Monday, November 17, 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) - 11.17.2025
Presented by Kristy Kennedy
Monday, November 17, 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) - 11.17.2025
Presented by John Thompson
Monday, November 17, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Unlock the Hidden Side of Your Clients’ Portfolios: Rental Properties
Presented by Dan Williams and Todd Swanson
Tuesday, November 18, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Supercharging the 4% Rule: Retirement Income Insights with Bill Bengen
Presented by Bill Bengen,
Wednesday, November 19, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More Year-End Tax Planning in 2025
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Thursday, November 20, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 11.20.2025
Presented by Dale Krause
Thursday, November 20, 2025 at 2:00 PM 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) - 11.21.2025
Presented by John Thompson
Friday, November 21, 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) - 11.21.2025
Presented by Kristy Kennedy
Friday, November 21, 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) -11.22.2025
Presented by Tom Duffy
Saturday, November 22, 2025 at 9:00 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) - 11.22.2025
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Saturday, November 22, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -11.24.2025
Presented by Tom Duffy
Monday, November 24, 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) - 11.24.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Monday, November 24, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More