 | CFP Board Update: What’s Ahead for CFP® Professionals Mon, Aug, 10 2026 03:00 PM ET K. Dane Snowden, CFP Board No CE Credits available | RegisterLearn More | | | |
 | IRMAA: What Financial Advisors Should Know About Medicare Surcharge Premiums Tue, Aug, 11 2026 12:00 PM ET Larry Pon, CPA, AEP, CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 351378 | C82266 |
 | The Rise of State-Run Retirement Plans: What Advisors Need to Know Now Wed, Aug, 12 2026 12:00 PM ET Angela Antonelli and Peter S. Thompson CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 351379 | TBD |
 | Long-Term Care Planning in 2026: What Clients Expect—and How Advisors Can Respond Tue, Aug, 18 2026 12:00 PM ET Shawn Britt, Nationwide Retirement Institute CE Credits: CFP, CLU, ChFC, RICP, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 351671 | |
 | Navigating Today’s Student Loan Challenges: Strategies, Case Studies & Policy Update Thu, Aug, 20 2026 12:00 PM ET Meagan McGuire, CFP®, ChFC®, CSLP® and Lauryn Williams, CFP®, CSLP®, AFC® CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 351380 | |
 | The Childfree Economy: How 25% of Americans Are Reshaping Financial Planning, Markets, and Retirement Tue, Aug, 25 2026 12:00 PM ET Jay Zigmont, PhD, MBA, CFP®, Childfree Wealth CE Credits: CFP, CLU, ChFC, CPA, RICP, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 351381 | |
 | Tax-Efficient Retirement Income and Wealth Preservation with Life Insurance Thu, Aug, 27 2026 12:00 PM ET Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP® and Kevin Kimbrough, CFP®, CLU, ChFC CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1 | RegisterLearn More | | 351382 | |
 | Understanding Daily Money Managers: A Hidden Resource for Financial Advisors and CPAs Thu, Sep, 3 2026 12:00 PM ET Sharon Zissman, American Association of Daily Money Managers CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Planning for Single Women Thu, Sep, 10 2026 12:00 PM ET Heather Zack, JD, LLM, MSFP,, Carson Wealth Management CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | C82255 |
 | Tax Deductions and Strategies for Clients in Continuing Care Retirement Communities (CCRCs) Tue, Sep, 15 2026 12:00 PM ET Larry Pon, CPA and Brad Breeding, CFP® CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | C82256 |
