LIVE Educational Webinars with Financial Experts

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Michael Goldman
Introducing Financial Advisors for Good: Unlocking the Power of Giving Circles
Guest Expert: Michael Goldman, CFP®, MA, EP Wealth
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Chris Heye
How To Leverage AI To Improve Client Conversations
Guest Expert: Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning
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Harry
Protecting the Downside: How to Capture Equity Upside While Limiting Risk with Harry Mamaysky, Ph.D.…
Guest Expert: Harry Mamaysky, Ph.D., QuantStreet Capital
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Michelle Atlas-Quinn
When It Might Be a Complaint: What Every Investment Adviser Rep Needs to Know
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
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Tom Duffy
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 07.17.2025
CE Eligible
Guest Expert: Tom Duffy
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Michelle Atlas-Quinn
Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR Ethics CE)…
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
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