| Title | Rating | Date and Time | |
|---|---|---|---|
 | Designing More Reliable Retirement Income: What the Research Reveals Presented by: Wade Pfau, PhD, CFA, RICP® | ||
 | Aging Clients, Legal Capacity, and Elder Financial Protection: A Securities Attorney's Guide for RIAs and IARs Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | ||
 | The Investment Advisers Act Marketing Rule in 2026 Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | ||
 | Planning for Single Women Presented by: Heather Zack, JD, LLM, MSFP,, Carson Wealth Management | ||
 | Understanding Daily Money Managers: A Hidden Resource for Financial Advisors and CPAs Presented by: Sharon Zissman, American Association of Daily Money Managers | ||
 | Eat Smart, Not Just Less: Nutrition for GLP-1 Weight Loss Presented by: Leslie Bonci, MPH, RDN, CSSD, LDN, FAND | ||
 | Estate Planning in a Large Exemption Landscape Presented by: Andy Weinhaus and Kevin Kimbrough | ||
 | The Childfree Economy: How 25% of Americans Are Reshaping Financial Planning, Markets, and Retirement Presented by: Jay Zigmont, PhD, MBA, CFP®, Childfree Wealth | ||
 | Navigating Today’s Student Loan Challenges: Strategies, Case Studies & Policy Update Presented by: Meagan McGuire, CFP®, ChFC®, CSLP® and Lauryn Williams, CFP®, CSLP®, AFC® | ||
 | Long-Term Care Planning in 2026: What Clients Expect—and How Advisors Can Respond Presented by: Shawn Britt, Nationwide Retirement Institute | ||
 | The Rise of State-Run Retirement Plans: What Advisors Need to Know Now Presented by: Angela Antonelli and Peter S. Thompson | ||
 | IRMAA: What Financial Advisors Should Know About Medicare Surcharge Premiums Presented by: Larry Pon, CPA, AEP, | ||
 | CFP Board Update: What’s Ahead for CFP® Professionals Presented by: K. Dane Snowden, CFP Board | ||
 | Advanced Tax-Deferred Real Estate Strategies Presented by: Weiming Peng, | ||
 | Beyond OBBBA, Part 2: New Trump-Era Tax Proposals and Planning Opportunities Presented by: Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, | ||
 | Tax Planning for Financial Advisors Presented by: Catherine Tindall, CPA, Dominion Enterprise Services | ||
 | Raising Financially Capable Teens: Helping Families Build Healthy Money Mindsets Presented by: Adam Kol | ||
 | Estate Planning Masterclass: Bonus Session—Critical Topics We Didn't Have Time to Cover Presented by: Alan Gassman, Esq. and Scott Levin, J.D., LL.M. | ||
 | What Tony Steuer has Learned from Hosting 300 Podcasts on Financial Literacy Presented by: Tony Steuer, CLU, LA, CPFFE | ||
 | Tips for Using AI and the Financial Experts Platform Presented by: Tom Dickson, Financial Experts Network | ||
 | Mastering Credit Scores: What Financial Advisors Need to Know to Help Clients Build, Protect & Optimize Their Credit Presented by: Tiffany Cross, Identity IQ | ||
 | Combining Annuities with Long-Term Care Insurance Presented by: Richard Rusoff, Krause Agency | ||
 | The Investment Advisers Act Marketing Rule in 2026 Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | ||
 | CFP® Fiduciary Duty and Professional Partnerships: Delivering Comprehensive Financial Planning Presented by: Kevin Kimbrough, CFP®, CLU, ChFC, CLTC and Alan Gassman, J.D., LL.M | ||
 | 5 Tax Planning Strategies to Deliver More Client Value Presented by: Brady Bassford, Prudential Financial | ||
 | How to Create Videos Without Making it a Full-Time Job: A Real Advisor Opens His Playbook Presented by: Laura Garfield and Casey Pascuzzi, CWS® | ||
 | When Clients Don’t Follow the Plan: Techniques from Client Psychology Presented by: Dr. Megan McCoy, Ph.D., LMFT, AFC®, CFT™, Kansas State University | ||
 | Navigating Family Dynamics in Senior Living Decisions Presented by: Kristy Kennedy and Ginger Noce | ||
 | HSAs Revisited: What’s New, What’s Changed, and How Advisors Should Be Using Them Today Presented by: Roy Ramthun, | ||
 | Preparing for an SEC Exam and 2026 Exam Priorities Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | ||
 | Financial Readiness: Helping Clients Before Life Happens Presented by: Tony Steuer, CLU, LA, CPFFE and Marie Burns, CFP | ||
 | Unlock the Hidden Side of Your Clients’ Portfolios: Rental Properties (Part 2 – Advanced Strategies for Financial Advisors) Presented by: Dan Williams and Todd Swanson | ||
 | Aging Clients, Legal Capacity, and Elder Financial Protection: A Securities Attorney's Guide for RIAs and IARs Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | ||
 | Building a TIPS Ladder: A Step-by-Step Guide for Advisors Presented by: Jay Abolofia, PhD, CFP®, Lyon Financial Planning | ||
 | Tax-Efficient Diversification of Highly Appreciated Stock Positions with 351 ETF Exchanges Presented by: Phillip Toews and Eben Burr | ||
 | Rethinking Retirement Spending Advice + Tax Optimization for Pre-Retirees & Retirees Presented by: Justin Fitzpatrick, PhD, CFA, CFP, IncomeLab | ||
 | Estate Planning Masterclass #4: The Estate Plan That Actually Survives Presented by: Alan Gassman, Esq. and Scott Levin, J.D., LL.M. | ||
 | Unique Calculator for Modeling 1031 Real Estate Exchanges Presented by: Ray Simmons, Enrolled Agent, Exchange Planning Corp. | ||
 | Estate Planning Masterclass #3: Best Estate Planning Ideas for Clients with $2–$5 Million Presented by: Alan Gassman, Esq. and Scott Levin, J.D., LL.M. | ||
 | Tax Strategies for Residential Property Gains: Optimizing Client Outcomes Presented by: Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, | ||
 | College Admissions Has Changed—What Advisors Need to Know Now Presented by: Brennan Barnard, M.Ed. and Rick Clark | ||
 | Estate Planning Masterclass #2: Estate Planning for Digital Assets and Real Estate Trusts Presented by: Alan Gassman, Esq. and Scott Levin, J.D., LL.M. | ||
 | Trump Accounts: The Regulations Treasury Confirmed, What the Rules Still Leave Unanswered, and What Advisors Should Know Presented by: Denise Appleby, Appleby Consulting | ||
 | The Practical Guide to Divorce Financial Analysis Using Family Law Software Presented by: Ana Taitt, Esq. and Janet Rhodes Friedman, CFP®, CDFA® | ||
 | Estate Planning Masterclass #1: Tax-Smart Strategies for Inheriting or Passing on Large IRAs and Other Major Assets Presented by: Alan Gassman, Esq. and Scott Levin, J.D., LL.M. | ||
 | J.P. Morgan's 2026 Guide to Retirement: Spending, Care Planning & Protecting What Matters Most Presented by: Sharon Carson, JP Morgan Asset Management | ||
 | What 10,000 Advisor–Client Conversations Reveal About the Best Use of AI Presented by: Eric Ludwig, PhD, CFP®, RICP®, The American College | ||
 | Which Retirement Account Strategy Is Best for Your Clients? Traditional or Roth? Presented by: Derek Hortsmeyer, George Mason University's Costello College of Business | ||
 | Tax Deferral Strategies for Clients Selling Investment Properties: Comparing 721 UPREITs, DSTs, and Opportunity Zones Presented by: John Bacigalupi, Cantor Fitzgerald Asset Management | ||
 | Succession Planning: From Control to Continuity Presented by: Stephanie Bogan, Limitless Advisor |