 | Cross-Border Financial Planning: Tax, Residency, and Wealth Considerations for Clients Moving Abroad Tue, Apr, 21 2026 01:00 PM ET Matt Goren, PhD CFP®, Brett Danko Education Center CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | 347948 | |
 | Rethinking Roth Conversions: Navigating New Tax Laws and Opportunities Wed, Apr, 22 2026 12:00 PM ET Bob Keebler, CPA, AEP, Keebler and Associates CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 1.5 | RegisterLearn More | | 347949 | C82015 |
 | Social Security Claiming Under Uncertainty: Moving Beyond One-Size-Fits-All Guidance Thu, Apr, 23 2026 12:00 PM ET Derek Tharp, Ph.D., CFP®, CLU® and Kurt Czarnowski CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 2 | RegisterLearn More | | 347950 | C82006 |
 | Life Insurance in Business Succession Planning Tue, Apr, 28 2026 12:00 PM ET Kevin Kimbrough, CFP®, CLU, ChFC and Andy Weinhaus, J.D. LL.M CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1.5 | RegisterLearn More | | 347951 | |
 | Ethical and Regulatory Risks of Artificial Intelligence in Advisory Practice Wed, Apr, 29 2026 12:00 PM ET Richard Chen, Esq., Brightstar Law Group CE Credits: IAR CE Credit per Attendee: 2 | RegisterLearn More | | | C82011 |
 | Charitable Giving After The SECURE 2.0 ACT Thu, Apr, 30 2026 12:00 PM ET Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®, CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | 345496 | |
 | How to smash marketing with AI in 2026 Tue, May, 5 2026 12:00 PM ET Sara Grillo, CFA, No CE Credits available | RegisterLearn More | | | |
 | Succession Planning: From Control to Continuity Wed, May, 6 2026 12:00 PM ET Stephanie Bogan, Limitless Advisor No CE Credits available | RegisterLearn More | | | |
 | Tax Deferral Strategies for Exiting Investment Real Estate: Comparing 721 UPREITs, DSTs, and Opportunity Zones Thu, May, 7 2026 12:00 PM ET John Bacigalupi, Cantor Fitzgerald Asset Management CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | What 10,000 Advisor–Client Conversations Reveal About the Best Use of AI Wed, May, 13 2026 12:00 PM ET Eric Ludwig, PhD, CFP®, RICP®, The American College No CE Credits available | RegisterLearn More | | | |
