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Heather Zack
Planning for Single Women
CE Eligible
Guest Expert: Heather Zack, JD, LLM, MSFP,, Carson Wealth Management
Michelle Atlas-Quinn
The Investment Advisers Act Marketing Rule in 2026
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
Michelle Atlas-Quinn
Aging Clients, Legal Capacity, and Elder Financial Protection: A Securities Attorney's Guide fo…
CE Eligible
Guest Expert: Michelle Atlas-Quinn, J.D., AdvisorLaw
Wade Pfau
Designing More Reliable Retirement Income: What the Research Reveals
CE Eligible
Guest Expert: Wade Pfau, PhD, CFA, RICP®
John Thompson
Helping High-Asset Clients Qualify for Home Financing: A Practical Guide to Non-QM Loans
CE Eligible
Guest Expert: Dan Williams, Todd Swanson, and John Thompson, CLA
Larry Pon
Tax-Smart Charitable Giving After the OBBBA
CE Eligible
Guest Expert: Larry Pon, CPA, AEP and Rick Peck, CFP®, CAP

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