| Title | Rating | Date and Time | |
|---|---|---|---|
 | Leveraging Life Insurance for Impact: Charitable Giving Strategies for Financial Advisors Presented by: Jason Watt, J.D., CPA, MBA, DAFgiving360™ | Charles Schwab | ||
 | Budgeting for Happiness Presented by: Matt Goren, PhD CFP®, Danko Education Center | ||
 | Member Update + Equity Comp Masterclass Preview Presented by: Tom Dickson and Aric Jacobson, JD, LLM, CFP®, CEP | ||
 | The Lifecycle of a Real Estate Investor Presented by: Louis J. Rogers, Capital Square | ||
 | The 5 Most Powerful Strategies to Reduce State Estate & Inheritance Taxes Presented by: Alan Gassman, J.D., LL.M., Gassman and Associates | ||
 | 2025 Tax Season Update: Beyond the One, Big, Beautiful Bill Presented by: Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, | ||
 | Selling Your Book of Business: Contracts, Privacy Laws, and the Movement of Client Data Presented by: Isaac Mamaysky, Esq., Potomac Law Group | ||
 | Just Divide It in Half — What’s So Hard?: Divorce Financial Analysis 101 Presented by: Kristen Shearin, JD, CDFA®, Institute of Divorce Financial Analysts | ||
 | The Missing Piece In Client Decision Making Presented by: Susan Bradley, CFP®, CeFT®, Sudden Money Institute | ||
 | Demystifying QLACs Presented by: Scott Witt, Actuary, Witt Actuarial services | ||
 | The Four Buckets Framework: A Post-COVID Shift in Retirement Income Planning Presented by: Ethan Lohr, CFP, Lohr & Company | ||
 | What JPMorgan Sees Coming: 30 Years of Market Wisdom Presented by: Philip Camporeale, J.P. Morgan Asset Management | ||
 | College Funding for Multiple Generations with Dynasty Trusts and 529 Plans Presented by: Brandon Ketron, J.D. and Alan Gassman, J.D., LL.M. | ||
 | Inside the Latest Custody and Wealth Platform Reports: Insights with John O’Connell of The Oasis Group Presented by: John O'Connell, The Oasis Group | ||
 | Pre- and Post-Divorce Planning: What Every Advisor Should Know Presented by: Rick Fingerman, CFP®, CDFA®, CCPS™, Janet Rhodes Friedman, CFP®, CDFA®, and John Thompson, CLA | ||
 | HOW THE ONE BIG BEAUTIFUL BILL ACT AFFECTS CHARITABLE GIVING Presented by: Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®, | ||
 | Financial Support and Dementia Care Presented by: Denise Brown, Eric Jutkowitz, PhD, and Sandra Adams, CFP® | ||
 | Year-End Tax Planning in 2025 Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates | ||
 | Supercharging the 4% Rule: Retirement Income Insights with Bill Bengen Presented by: Bill Bengen, | ||
 | Unlock the Hidden Side of Your Clients’ Portfolios: Rental Properties Presented by: Dan Williams and Todd Swanson | ||
 | Maximize After-Tax Wealth in Retirement: Calculate OPTIMAL Distributions and Roth Conversions Presented by: Jim DiLelllio, Pepperdine University | ||
 | Noncompetes and Restrictive Covenants: What Every Financial Advisor Needs to KNOW Presented by: Isaac Mamaysky, Esq., Potomac Law Group | ||
 | Training Pathways for the Next Generation of Financial Planners with Industry Leader Hannah Moore, CFP® Presented by: Hannah Moore, CFP®, Amplified Planning | ||
 | What Financial Advisors and Their Clients Need to Know About Medicare Open Enrollment Presented by: Melinda Caughill, Medicare Expert, i65 Incorporated | ||
 | New Features in 529 Plans + Insights on the Trump Account Presented by: Scott Morrison, Saving for College | ||
 | Insights for Financial Advisors Considering Succession, Sale, or Growth through M&A. Presented by: Multiple | ||
 | CFP® vs. EA — Understanding the Distinct Roles in Financial and Tax Planning Presented by: Adam Scherer, MS, CFP®, EA, Greenbeat Financial | The Boston Institute of Finance | ||
 | Roth Conversions vs. Early Withdrawals: Finding the Optimal Path to After-Tax Retirement Income Presented by: Jim DiLelllio, Pepperdine University | ||
 | Speak Up! Amplify Your Voice & Attract Ideal Clients. Presented by: Beth Fitzgerald + Holly Reimel, AdviserHer Consulting | ||
 | Financial Experts Update: New Courses + Website Changes + New CE Credits + NEW Referral Program Presented by: Tom Dickson, Financial Experts Network | ||
 | Unlocking the Power of Qualified Small Business Stock: What Every Advisor Should Know About §1202 Presented by: Caleb Powers, U.S. Boston Growth Capital | ||
 | Session 4 of CP MC: Purpose-Driven Planning & Academic Positioning Presented by: Lisa Marker-Robbins and | ||
 | Estate Planning for Childfree people: Strategies for Building a Lasting Legacy Presented by: Jay Zigmont, PhD, MBA, CFP®, | ||
 | 10 Things Every Financial Advisor Should Know Before Clients Buy in a Condo or HOA Community Presented by: Mark Grant, Esq., Greenspoon Marder LLP | ||
 | Session 3 of CP MC: What Every Advisor Should Know About Evaluating 529 Plans Presented by: Mary Morris, Commonwealth Savers (formerly known as Virginia529) | ||
 | Planning for Senior Living: Insights on Continuing Care Communities Presented by: Brad Breeding, CFP®, myLifeSite.net | ||
 | Session 2 of CP MC: Mastering the FAFSA, CSS Profile & the Financial Aid Illusion Presented by: Mark Kantrowitz and Heather Jarvis, J.D. | ||
 | Helping Families Navigate Aging with Confidence Presented by: Lauren Clough, BQuest | ||
 | LTCi In 2025: What’s New with Long-Term Care Insurance Presented by: Richard Rusoff, Krause Agency | ||
 | Mastering the §199A Qualified Business Income Deduction Presented by: Clark Randall, CFP®, MJur, Creekmur Wealth Advisors | ||
 | Session 1 of CP MC: Foundations of College Planning for High-Income Clients Presented by: Beth Walker, Carson Wealth | Center for College Solutiions | ||
 | Cross-Border Clients: Navigating Tax and Planning Complexities for Expats and Dual Citizens Presented by: Edward Cole, | ||
 | Introducing Financial Transition Literacy: The Human-side Essentials for Supporting Clients Through Life Changing Events Presented by: Susan Bradley, CFP®, CeFT®, Sudden Money Institute | ||
 | Unlocking Home Equity: Innovative Strategies for Retirement Planning Presented by: Craig Corn and Don Prehn | ||
 | Life Insurance Planning Changes After the Big Beautiful Tax Act Presented by: Alan Gassman, J.D., LL.M. and Barry Flagg, CFP®, CLU, ChFC | ||
 | Protecting Your Clients in High-Stakes Moments: A Guide to Valuation Red Flags Presented by: Anthony Venette, CPA, Withum | ||
 | Comparing Medicare Plans & Tips for Signing Up Presented by: Melinda Caughill, Medicare Expert, i65 Incorporated | ||
 | The Six Steps of Medicare Presented by: Melinda Caughill, i65 Incorporated | ||
 | AI Search Engine Optimization (AEO + GEO) for Advisors Presented by: Brent Carnduff, Advisor Rankings | ||
 | The 1040 in 2025: OBBBA Changes and Planning Opportunities Presented by: Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, |