 | Critical Insights for Advising Clients on Rental Income Properties Tue, Mar, 24 2026 01:00 PM ET Rich Arzaga, CFP®, CCIM, CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1.5 | RegisterLearn More | | 346455 | |
 | Why do so Many Wealthy Families still OVERPAY for College? Wed, Mar, 25 2026 01:00 PM ET Beth V. Walker, Joe Messinger, CFP®, ChFC, CLU, CCFC, and Jonathan Sparling CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFAApproved for CE Credit in Year: 2026 CE Credit per Attendee: 1 | RegisterLearn More | | 347427 | C82009 |
 | ABLE Accounts: New Rules, Powerful Planning Opportunities for Special Needs Families Thu, Mar, 26 2026 01:00 PM ET Chris Hunter, Betty Ann Mobley, and Alisa Ferguson CE Credits: CFP, CLU, ChFC, CPA, RICP CE Credit per Attendee: 1 | RegisterLearn More | | 347426 | |
 | How Advisors Support Aging Clients & Their Families Through Aging-Care Challenges Tue, Mar, 31 2026 01:00 PM ET Lauren Clough, bQuest No CE Credits available | RegisterLearn More | | | |
 | QCDs and RMDs: A Smart Combo Thu, Apr, 2 2026 12:00 PM ET Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Federal vs. Private Student Loans: What Financial Advisors Need to Know in Today’s Changing Lending Landscape Wed, Apr, 8 2026 01:00 PM ET Meagan McGuire, CFP®, ChFC®, CSLP®, Student Loan Planner CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | How to Automate Tax-Smart Portfolio Management Thu, Apr, 9 2026 01:00 PM ET Ben Littman, CFP, MBA, Pure Financial No CE Credits available | RegisterLearn More | | | |
 | Thinking of Moving Abroad? Financial Realities Every Client Must Understand 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 | | | |
 | 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 | | | |
 | 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 | | | C82006 |
