Boston-Area Advisors: Earn CE hours and Tailor Your Portfolio Strategies for Today’s Changing Market Environment You can earn 7 Institute CE credits and 6 CFP® CE credits (pending approval) when you attend our upcoming workshop in Boston, Focus on Advanced Portfolio Construction: Balancing Income, Alternatives, and Taxes. This local event provides a convenient way to earn premier CE credits and collaborate with top financial professionals in your region on the latest legislative, regulatory, and economic changes that are due to impact your clients' portfolios. June 11, 2025 | Loft on 2, One Financial Center, Boston Reserve your spot now—Limited seats remain:https://hubs.li/Q03pX_Zr0 (fb)

Ready to catch up on what you missed at Experience 2025? Our Experience 2025 On-Demand bundle — featuring the 10 most popular sessions and a chance to earn CE credits—is available for a limited time! Don’t miss this opportunity to gain actionable insights from industry leaders and explore strategies that will help you empower your clients and fuel business growth — all while earning CE* credits from the comfort of your home or office. Elite members save 40% and Signature members save 25% off the price! 👉 Access now: https://hubs.li/Q03pJNsr0 *10 Institute CE credits (including 1 Tax & Regulations CE) approved for CIMA ®, CPWA ®, RMA® certificants as well as 8 CFP® CE. #Experience2025 #ContinuingEducation #OnDemandLearning (fb)