Pre- and Post-Divorce Planning: What Every Advisor Should Know
Presented by Rick Fingerman, CFP®, CDFA®, CCPS™, Janet Rhodes Friedman, CFP®, CDFA®, and John Thompson, CLA
Thursday, December 4, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 12.04.2025
Presented by John Thompson
Thursday, December 4, 2025 at 2:00 PM 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) - 12.05.2025
Presented by Dale Krause
Friday, December 5, 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) - 12.05.2025
Presented by Kristy Kennedy
Friday, December 5, 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) -12.06.2025
Presented by Tom Duffy
Saturday, December 6, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More How to Avoid The Top 10 Costly IRA Mistakes (2 IAR Products and Practices CE) - 12.06.2025
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Saturday, December 6, 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) - 12.08.2025
Presented by John Thompson
Monday, December 8, 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) - 12.08.2025
Presented by Dale Krause
Monday, December 8, 2025 at 11:30 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) - 12.08.2025
Presented by Kristy Kennedy
Monday, December 8, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More What JPMorgan Sees Coming: 30 Years of Market Wisdom
Presented by Philip Camporeale, J.P. Morgan Asset Management
Thursday, December 11, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 12.11.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, December 11, 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) - 12.12.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, December 12, 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) - 12.12.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, December 12, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More What Clients Need to Know when Changing their Residency (2 Products and Practices IAR CE) - 12.13.2025
Presented by Joseph Endres, Esq., Hodgson Russ
Saturday, December 13, 2025 at 9:00 AM ET 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) - 12.13.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Saturday, December 13, 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) - 12.15.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Monday, December 15, 2025 at 9:00 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) -12.15.2025
Presented by Tom Duffy
Monday, December 15, 2025 at 11:30 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) - 12.15.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Monday, December 15, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More The Four Buckets Framework: A Post-COVID Shift in Retirement Income Planning
Presented by Ethan Lohr, CFP, Lohr & Company
Tuesday, December 16, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More Demystifying QLACs
Presented by Scott Witt, Actuary, Witt Actuarial services
Thursday, December 18, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More