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Michelle Atlas-Quinn
Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities for Investment Advise…
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 08.07.2025
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
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Opportunity Zone Funds After the Big, Beautiful Tax Bill
CE Eligible
Guest Expert: Louis Roger, Capital Square
When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 08.08.2025
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) - 08.08.2025
CE Eligible
Guest Expert: Tom Duffy
Navigating Senior Living...Understanding the Options (2 IAR Prod and Prac CE) - 08.09.2025
CE Eligible
Guest Expert: Kristy Kennedy

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