| Title | Rating | Date and Time | |
|---|---|---|---|
 | Goals-Based Investing: Digging Deeper with Clients for Goals Presented by: Ryan O. Murphy, Ph.D. and Sam | ||
 | The Premature Demise of the Trust-Based Estate Plan Presented by: Scott Levin, J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®, Wescott Financial Advisory Group | ||
 | Navigating Alternative Investments: Expanding Your Clients’ Portfolios in 2025 Presented by: Brandon Hall, J.P. Morgan Asset Management |