 | Wills that Won’t: A 25 year National Study of Charitable Planning Additions, Deletions, and Ultimate Estate Transfers Thu, Sep, 24 2026 12:00 PM ET Russell James, J.D., Ph.D., Texas Tech University CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 353127 | |
 | IMMEDIATE Tax Savings from Future Gifts to Charity – Meet the Simpler “Reversionary” Type of Charitable Lead Annuity Trust Tue, Sep, 29 2026 12:00 PM ET Brad Gornto, Gornto Law, PLLC & iCLAT Solutions, LLC CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 353128 | |
 | Tax Deductions and Strategies for Clients in Continuing Care Retirement Communities (CCRCs) Wed, Sep, 30 2026 12:00 PM ET Larry Pon, CPA and Brad Breeding, CFP® CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 352646 | C82256 |
 | Kitces' Research on What's Actually Working in Advisor Marketing Thu, Oct, 1 2026 12:00 PM ET Matt Tenenbaum, Ph.D. No CE Credits available | RegisterLearn More | | | |
 | Decision Triage: Advising Clients in Crisis with Fred Saide, Ph.D., MA, NSSA Tue, Oct, 6 2026 12:00 PM ET Fred Saide, Ph.D., MA, NSSA CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | TBD | |
 | The Rollover Rules - Applying Your Fiduciary Duty to IRA Rollovers Wed, Oct, 7 2026 12:00 PM ET Michelle Atlas-Quinn, J.D., AdvisorLaw CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR CE Credit per Attendee: 2 | RegisterLearn More | | TBD | C82345 |
 | Early Action and Early Decision: Helping Families Navigate College Admission & Affordability Tue, Oct, 13 2026 12:00 PM ET Rick Clark and Brennan Barnard CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Medicare Open Enrollment 2027: All Three Legs of the Medicare Stool Are Cracking at Once — and the Carpenters Just Lost Their To Thu, Oct, 15 2026 12:00 PM ET Melinda Caughill, i65 CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 2 | RegisterLearn More | | | |
 | Hidden Tuition: An Insider's Guide to College Pricing and Financial Aid Tue, Oct, 20 2026 12:00 PM ET Phillip Levine, Wellesley College CE Credits: CFP, CLU, ChFC, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Estate Planning: What Advisors Can Learn from End-of-Life Financial Decisions Across Insurance, Annuities, and Healthcare Thu, Oct, 22 2026 12:00 PM ET Dr. Russell James, Ph.D., J.D., CFP®, Texas Tech University CE Credits: CFP, CLU, ChFC, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
