Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 10.24.2025
Presented by Wade Pfau
Friday, October 24, 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) - 10.25.2025
Presented by John Thompson
Saturday, October 25, 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) - 10.25.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Saturday, October 25, 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) -10.27.2025
Presented by Tom Duffy
Monday, October 27, 2025 at 9:00 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) - 10.27.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Monday, October 27, 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) - 10.27.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Monday, October 27, 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) - 10.30.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, October 30, 2025 at 9:00 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Building a TIPS Ladder: A Step-by-Step Guide for Financial Planners
Presented by Jay Abolofia, PhD, CFP®, Lyon Financial Planning
Thursday, October 30, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -10.31.2025
Presented by Tom Duffy
Friday, October 31, 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) - 10.31.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Friday, October 31, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Unlock The Value of Life Insurance: The Who, What and Why of Life Settlements
Presented by Lisa Rehburg,
Thursday, November 6, 2025 at 12:00 PM ET No Register Learn More Meet Industry-Changer Hannah Moore, CFP®
Presented by Hannah Moore, CFP®, Amplified Planning
Tuesday, November 11, 2025 at 12:00 PM ET No Register Learn More Noncompetes and Restrictive Covenants: What Every Financial Advisor Needs to KNOW
Presented by Isaac Mamaysky, Esq., Potomac Law Group
Wednesday, November 12, 2025 at 1:00 PM ET No 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 HOW THE ONE BIG BEAUTIFUL BILL ACT AFFECTS CHARITABLE GIVING
Presented by Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®,
Wednesday, December 3, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA 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 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 Storm-Proofing Retirement: How to Integrate Coastal Risk Into Financial Plans
Presented by Christopher Jackson, CFP®, CPJ Financial
Tuesday, January 6, 2026 at 1:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More