LIVE Educational Webinars with Financial Experts

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Alan Gassman
College Funding for Multiple Generations with Dynasty Trusts and 529 Plans
CE Eligible
Guest Expert: Alan Gassman, J.D., LL.M., Gassman Law
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Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 11.22.2024
CE Eligible
Guest Expert: Tom Duffy
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Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE) - 11.22.2024
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
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What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 11.23.2024
CE Eligible
Guest Expert: Joseph Endres, Esq., Hodgson Russ
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Tax Planning Ideas for the Financial Advisor to Share with their Clients (Approved for 2 IAR CE) - 1…
CE Eligible
Guest Expert: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
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What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 11.23.2024
CE Eligible
Guest Expert: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
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