Approved IAR CE Courses

Over the last few years, there have been increased tax and regulatory complications that clients must navigate in order to make their legacy and estate-planning strategies fulfill their desired intent.

An overview of my 30+ years of research into maximizing withdrawals from retirement accounts, so that the money lasts. Discussion of the Eight Elements, the importance of inflation and stock market valuations, computing withdrawal rates for current market condition, dealing with plans deviations during retirement.

You’ve likely heard over and over again that "you need to work ON the business, not just IN it" in order to grow and scale. But if you’re like most advisors, you’re like “WHAT exactly does that even mean?!” and “HOW do I actually do it?!”
You’ve maybe even carved out "CEO time" and sat there wondering what you were supposed to even be analyzing besides revenue and production numbers. If that's you, then this talk is your golden ticket.

Libby will share her four “unconventional KPIs” to help you think like a CEO without drowning in numbers and spreadsheets that don't actually change anything. We'll focus on what actually moves the needs for you to build a business and a life that you love.

AI has been dominating the headlines for the past two years. The massive
run-up in any stocks related to AI has led to some looking for the next "big"
mover while others are comparing this to the late 90s tech bubble. Is this a
Boom like no other we've experienced in this country, or yet another bubble
which will leave those late to the rally left with unrecoverable losses? In this
presentation we will take a look at the impact AI has had on our economy and
the market and discuss ways this is similar to and different from the past
bubbles.

An analysis of seven different withdrawal schemes which can be used to withdrawal money periodically form a retirement investment account. Includes discussion of appropriateness for various retirees.

For the past 20 years, alternatives were optional. A sophisticated tool for hedge funds and endowments, but not essential for advisor portfolios. That's because the 60/40 worked. Stocks and bonds were diversifiers, delivering steady returns through disinflation and falling rates. But the regime has shifted. Stock-bond correlation has flipped to positive territory. Inflation is sticky, geopolitical risks are structural, and rates can't fall as they once did. When both stocks and bonds decline together, the traditional playbook breaks down. What was once an edge case has become essential.

This session walks advisors through the data for why the macro regime shifted, which alternative strategies address specific portfolio gaps, and how to build a meaningful allocation without rebuilding. Participants will learn to map portfolio concentration, understand the structural return drivers of liquid cycle-agnostic alternatives, and execute a phased three-year plan. Includes 2022 performance data and a practical implementation framework.

Attendees will be introduced to the concept of non-marital assets and how they may be excluded from division in a future divorce. The presentation will identify the different types of non-marital assets and provide practical strategies for investing in and preserving them. Attendees will also learn which records and documents should be retained to help substantiate a non-marital claim if needed in the future.

This year we are taking a deep dive into the Fiduciary Process. When are we providing Advice? When are we providing Financial Planning? When is the Fiduciary Duty applied? What Information is provided to a Client and when should that happen? What are the CFP®'s responsibilities when referring Other Service Providers or Technologies? What should a CFP® report to the CFP® Board and what are the most common mistakes?

By the end of this program, the participant should be equipped to: LO 1: Understand the structure and content of the revised Code and Standards, including significant changes from prior rules. LO 2: Describe CFP Board’s Fiduciary Duty. LO 3: Identify Material Conflicts of Interest and How to Avoid, or Fully Disclose, Obtain Informed Consent, and Manage Them. LO 4: Understand the Duty to Report to CFP Board and the Duty to Cooperate. LO 5: Identify the Practice Standards When Providing Financial Advice that Requires Financial Planning or Financial Planning. LO 6: Understand the Duty to Provide Information to Clients When Providing Financial Planning and/or Financial Advice.

Many advisors default to funding a donor advised fund after a major liquidity event. This session explores how gifting appreciated assets before a sale can significantly reduce capital gains exposure while enhancing charitable deductions and long-term planning flexibility. Through real-world case studies, we will examine outright and partial gifts of closely held business interests, real estate, and other appreciated assets, as well as advanced strategies using charitable trusts and gift annuities.

This session examines how financial advisors can incorporate a life-first perspective into the financial planning process. Drawing on behavioral science and life planning principles, the presentation explores how client decisions are shaped by competing priorities, inherited expectations, and personal values. Participants will learn a practical framework for facilitating deeper client conversations that clarify what matters most and align financial strategies with meaningful life goals. The session emphasizes how advisors can move beyond purely technical optimization to help clients make financial decisions that support purposeful and intentional living.