Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Tuesday, August 12, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, 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 Health Insurance Planning for Pre-Medicare Clients: What Every Financial Advisor Should Know
Presented by Ron Mastriogiovanni, Healthview Services
Tuesday, September 23, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Planning for Senior Living: Insights on Continuing Care Communities
Presented by Brad Breeding, CFP®, myLifeSite.net
Tuesday, October 14, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More