Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 03.09.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Sunday, March 9, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More Tax Planning Ideas for the Financial Advisor to Share with their Clients (Approved for 2 IAR CE) - 03.10.2025
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Monday, March 10, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 03.10.2025
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Monday, March 10, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More Tax-Efficiency for Retirement Spending (Approved for 2 IAR CE) - 03.10.2025
Presented by Wade Pfau
Monday, March 10, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More The Mother of All Bubbles?
Presented by Harry Mamaysky, Ph.D,
Wednesday, March 12, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More 2025: Another Volatile Year for Student Loan Borrowers
Presented by Ryan Galiotto, CFP® CSLP®, Etch Financial
Thursday, March 13, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Decoding ETFs: Essential Insights for Financial Advisors
Presented by Jon Maier, JP Morgan Asset Management
Tuesday, March 18, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More The Rider and the Elephant: Tapping into Your Best Financial Decision Making Mode
Presented by Cherie Stueve, Cerefi
Thursday, March 20, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Understanding how Private Placement Life Insurance (PPLI) Wealth Transfer Strategies for the RIGHT Client
Presented by Bob Chesner, CPA, Ripp Grossman & Fitte
Tuesday, March 25, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Financial Transition Planning
Presented by Sandy Adams, CFP®, Center for Financial Planning, Inc.
Thursday, April 10, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Cash Balance Plans - A Tax & Retirement Strategy for High Income Owners
Presented by Larry Blades, Oakwood Summit
Tuesday, April 22, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More 10 Biggest Mistakes Clients Make with Life Insurance and Annuities – What Every Financial Advisor Needs to Know
Presented by Scott Witt, Actuary, Witt Actuarial services
Thursday, April 24, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Seven Components of Longevity Planning
Presented by Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning
Tuesday, May 6, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Guided Spending Rates: Rethinking “Safe” Initial Withdrawal Rates
Presented by David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions
Thursday, May 8, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Case Studies in Childfree Life, Financial, Estate and Tax Planning
Presented by Jay Zigmont, PhD, MBA, CFP®,
Thursday, May 15, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Unlocking the Power of ABLE Accounts: A Guide for Financial Advisors
Presented by Kristin Carleton and Mary Morris
Thursday, May 29, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More New SEC AML Rule for Investment Adviser Reps and RIAs
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, June 12, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More Navigating Senior Living...Understanding the Options
Presented by Kristy Kennedy, Silver Bridges Consulting
Tuesday, June 17, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More A Sequel: Best Practices for Protection against Cyber Threats
Presented by Aryn Johnson, Marsh McLennan Agency
Thursday, June 19, 2025 at 12:00 PM ET No Register Learn More End-of-Life Decisions: Legal Protections, Pitfalls, and Prevention of Litigation
Presented by Amitai Heller and
Tuesday, June 24, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More