 | 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 | |
 | College Admissions Has Changed—What Advisors Need to Know Now Thu, May, 28 2026 12:00 PM ET Brennan Barnard, M.Ed. and Rick Clark CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 349434 | C82080 |
 | Tax Strategies for Residential Property Gains: Optimizing Client Outcomes Tue, Jun, 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 | | 345977 | |
 | Unique Calculator for Modeling 1031 Real Estate Exchanges Thu, Jun, 4 2026 12:00 PM ET Ray Simmons, Enrolled Agent, Exchange Planning Corp. No CE Credits available | RegisterLearn More | | | |
 | Building a TIPS Ladder: A Step-by-Step Guide for Advisors Wed, Jun, 17 2026 12:00 PM ET Jay Abolofia, PhD, CFP®, Lyon Financial Planning No CE Credits available | RegisterLearn More | | | |
