LIVE Educational Webinars with Financial Experts

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Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE) - 09.12.2024
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
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Harry
Navigating Estate Planning for Clients with Diminished Capacity
Guest Expert: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino
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Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Cr…
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
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Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 09.1…
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
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Bob Keebler
What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 09.16.2024
CE Eligible
Guest Expert: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
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Ryan Murphy
Unlocking the Power of Goals-Based Financial Planning
CE Eligible
Guest Expert: Ryan O. Murphy, Ph.D. and Samantha Lamas
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