Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 10.10.2025
Presented by Dale Krause
Friday, October 10, 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) - 10.10.2025
Presented by John Thompson
Friday, October 10, 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) -10.11.2025
Presented by Tom Duffy
Saturday, October 11, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 10.11.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Saturday, October 11, 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) - 10.13.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Monday, October 13, 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) - 10.13.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Monday, October 13, 2025 at 11:30 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) - 10.13.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Monday, October 13, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR 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 Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -10.16.2025
Presented by Tom Duffy
Thursday, October 16, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More 10 Things Every Financial Advisor Should Know Before Clients Buy in a Condo or HOA Community
Presented by Mark Grant, Esq., Greenspoon Marder LLP
Thursday, October 16, 2025 at 4:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 10.17.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, October 17, 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) - 10.17.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, October 17, 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) - 10.18.2025
Presented by Dale Krause
Saturday, October 18, 2025 at 9:00 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) - 10.18.2025
Presented by Joseph Endres, Esq., Hodgson Russ
Saturday, October 18, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 10.20.2025
Presented by Kristy Kennedy
Monday, October 20, 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) - 10.20.2025
Presented by John Thompson
Monday, October 20, 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) - 10.20.2025
Presented by Dale Krause
Monday, October 20, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Estate Planning for Childfree people: Strategies for Building a Lasting Legacy
Presented by Jay Zigmont, PhD, MBA, CFP®,
Tuesday, October 21, 2025 at 12:00 PM ET NoCFP, CLU, ChFC, CPA, RICP Register Learn More Unlocking the Power of Qualified Small Business Stock: What Every Advisor Should Know About §1202
Presented by Caleb Powers, U.S. Boston Growth Capital
Thursday, October 23, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More How to Avoid The Top 10 Costly IRA Mistakes (2 IAR Products and Practices CE) - 10.23.2025
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Thursday, October 23, 2025 at 2:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More