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SAVINGS AND INVESTMENT CONFERENCES

GET AHEAD

Intermediate advisors
1 CE Credit
October 22, 2025
1:00 pm (EDT)
Virtual
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iA PREMIER
SEMINAR

Episode 2: FAMILY AND TESTAMENTARY TRUSTS: BASIC CONCEPTS, RECENT CHANGES AND TAX PLANNING

For iA PREMIER advisors only
1 CE Credit
November 12, 2025
1:00 pm (EST)
Virtual
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LET'S TALK

Episode 1

Savings advisors, advanced
Virtual
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iA LEADER SUMMIT

Intermediate to advanced advisors
10 CE Credit
September 21, 2026
1:00 pm (EDT)
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WEBSERIES

Episode 1: THE GREAT WEALTH TRANSFER | 3 KEYS TO SUCCEED

Intermediate to advanced advisors
1 CE Credit
April 17, 2025
1:00 pm (EDT)
Virtual

WEBSERIES

Episode 1: 大规模财富转移 | 成功的三大关键

Intermediate to advanced advisors
1 CE Credit
April 17, 2025
2:00 pm (EDT)
Virtual

iA PREMIER
SEMINAR

Episode 1: BLUEPRINT FOR SHAREHOLDERS’ RETIREMENT STRATEGIES

For iA PREMIER advisors only
1 CE Credit
May 13, 2025
1:00 pm (EDT)
Virtual
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WEBSERIES

Episode 2

Intermediate to advanced advisors
1 CE Credit
June 4, 2025
1:00 pm (EDT)
Virtual

WEBSERIES

Episode 2: 我们的行业专家为您推荐顶级策略,助您优化遗产规划

Intermediate to advanced advisors
1 CE Credit
June 4, 2025
2:00 pm (EDT)
Virtual