The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 08.30.2025
Presented by John Thompson
Saturday, August 30, 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) - 08.30.2025
Presented by Dale Krause
Saturday, August 30, 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) - 08.30.2025
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Saturday, August 30, 2025 at 2:00 PM 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) - 08.31.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, August 31, 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) - 08.31.2025
Presented by Tom Duffy
Sunday, August 31, 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) - 08.31.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, August 31, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More From Advisor to Influencer: Secrets Behind a Planner’s 1,000s of Substack Subscribers
Presented by Michael Collins, CFA, WinCap Financial
Thursday, September 4, 2025 at 12:00 PM ET No Register Learn More New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 09.04.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, September 4, 2025 at 3:00 PM 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) - 09.05.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, September 5, 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) - 09.05.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, September 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) - 09.06.2025
Presented by Kristy Kennedy
Saturday, September 6, 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) - 09.06.2025
Presented by John Thompson
Saturday, September 6, 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) - 09.06.2025
Presented by Dale Krause
Saturday, September 6, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Ethics and Fiduciary Duties in Investment Advisory (2 IAR Ethics CE) - 09.07.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, September 7, 2025 at 9:00 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) - 09.07.2025
Presented by Tom Duffy
Sunday, September 7, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Navigating the Complexities of Dual Registration as Investment Adviser Rep (2 IAR Ethics CE Credits) - 09.07.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, September 7, 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) - 09.08.2025
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Monday, September 8, 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) - 09.08.2025
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Monday, September 8, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More What Clients Need to Know when Changing their Residency (2 Products and Practices IAR CE) - 09.08.2025
Presented by Joseph Endres, Esq., Hodgson Russ
Monday, September 8, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More The 1040 in 2025: OBBBA Changes and Planning Opportunities
Presented by Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP,
Tuesday, September 9, 2025 at 1:00 PM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More