Tax Planning Ideas for the Financial Advisor to Share with their Clients
(Approved for 2 IAR Prod and Pract CE) - 06.23.2025
(Approved for 2 IAR Prod and Pract CE) - 06.23.2025
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Monday, June, 23 • ET • 120 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors

Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
What You'll Learn
*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE Products and Practices credit hours for Investment Advisor Representatives.
Join renowned CPA Bob Keebler in this comprehensive…