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   Financial Support and Dementia Care
 Presented by Denise Brown, Eric Jutkowitz, PhD, and Sandra Adams, CFP®
Monday, November 24, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More   Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 11.24.2025
 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Monday, November 24, 2025 at 2:00 PM 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) - 11.28.2025
 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, November 28, 2025 at 9:00 AM 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) - 11.28.2025
 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, November 28, 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) -11.28.2025
 Presented by Tom Duffy
Friday, November 28, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More   Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 11.29.2025
 Presented by Kristy Kennedy
Saturday, November 29, 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) - 11.29.2025
 Presented by John Thompson
Saturday, November 29, 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) - 11.29.2025
 Presented by Dale Krause
Saturday, November 29, 2025 at 2:00 PM ET   Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More