 | 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 Clients Selling Investment Properties: 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 | | 349014 | |
 | Which Retirement Account Strategy Is Best for Your Clients? Traditional or Roth? Tue, May, 12 2026 12:00 PM ET Derek Hortsmeyer, George Mason University's Costello College of Business No CE Credits available | 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 | | | |
 | J.P. Morgan's 2026 Guide to Retirement: Spending, Care Planning & Protecting What Matters Most Thu, May, 14 2026 12:00 PM ET Sharon Carson, JP Morgan Asset Management CE Credits: CFP, CLU, ChFC, RICP, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 349015 | |
 | Estate Liquidity and Legacy Planning with Life Insurance Tue, May, 19 2026 12:00 PM ET Alan Gassman, Esq., Kevin Kimbrough, CLU, CHFC, and Barry Flagg, CLU, ChFC CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1.5 | RegisterLearn More | | 349016 | |
 | The Practical Guide to Divorce Financial Analysis Using Family Law Software Thu, May, 21 2026 12:00 PM ET Ana Taitt, Esq. and Janet Rhodes Friedman, CFP®, CDFA® No CE Credits available | RegisterLearn More | | | |
 | Trump Accounts: The Regulations Treasury Confirmed, What the Rules Still Leave Unanswered, and What Advisors Should Know Tue, May, 26 2026 12:00 PM ET Denise Appleby, Appleby Consulting CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 349017 | |
 | The Truth about College Admission: Data, Trends, and Insights Thu, May, 28 2026 12:00 PM ET Brennan Barnard, M.Ed. and Rick Clark CE Credits: CFP, CLU, ChFC, RICP, IAR CE Credit per Attendee: 1 | RegisterLearn More | | | C82080 |
