 | 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 | | | |
 | Rethinking Retirement Spending Advice + Tax Optimization for Pre-Retirees & Retirees Thu, Jun, 11 2026 12:00 PM ET Justin Fitzpatrick, PhD, CFA, CFP, IncomeLab CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 2 | RegisterLearn More | | 350125 | |
 | 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 | | | |
 | Aging Clients, Legal Capacity, and Elder Financial Protection: A Securities Attorney's Guide for RIAs and IARs Thu, Jun, 18 2026 12:00 PM ET Michelle Atlas-Quinn, J.D., AdvisorLaw CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2026 CE Credit per Attendee: 2 | RegisterLearn More | | 350126 | C82018 |
 | Unlock the Hidden Side of Your Clients’ Portfolios: Rental Properties (Part 2 – Advanced Strategies for Financial Advisors) Tue, Jun, 23 2026 12:00 PM ET Dan WIlliams and Todd Swanson No CE Credits available | RegisterLearn More | | | |
 | Financial Readiness: Helping Clients Before Life Happens Wed, Jun, 24 2026 12:00 PM ET Tony Steuer, CLU, LA, CPFFE and Marie Burns, CFP No CE Credits available | RegisterLearn More | | | |
 | Preparing for an SEC Exam and 2026 Exam Priorities Thu, Jun, 25 2026 12:00 PM ET Michelle Atlas-Quinn, J.D., AdvisorLaw CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2026 CE Credit per Attendee: 2 | RegisterLearn More | | 350127 | C82016 |
 | HSAs Revisited: What’s New, What’s Changed, and How Advisors Should Be Using Them Today Tue, Jun, 30 2026 12:00 PM ET Roy Ramthun, CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | 350128 | |
 | Navigating Family Dynamics in Senior Living Decisions Wed, Jul, 1 2026 12:00 PM ET Kristy Kennedy and Ginger Noce CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1 | RegisterLearn More | | | |
