 | When Clients Don’t Follow the Plan: Techniques from Client Psychology Tue, Jul, 7 2026 12:00 PM ET Dr. Megan McCoy, Ph.D., LMFT, AFC®, CFT™, Kansas State University CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 350803 | |
 | How to Create Videos Without Making it a Full-Time Job: A Real Advisor Opens His Playbook Wed, Jul, 8 2026 12:00 PM ET Laura Garfield and Casey Pascuzzi, CWS® No CE Credits available | RegisterLearn More | | | |
 | 5 Tax Planning Strategies to Deliver More Client Value Thu, Jul, 9 2026 12:00 PM ET Brady Bassford, Prudential Financial No CE Credits available | RegisterLearn More | | | |
 | CFP® Fiduciary Duty and Professional Partnerships: Delivering Comprehensive Financial Planning Wed, Jul, 15 2026 12:00 PM ET Kevin Kimbrough, CFP®, CLU, ChFC, CLTC and Alan Gassman, J.D., LL.M CE Credits: CFP, CLU, ChFC, RICP, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 350804 | |
 | The Investment Advisers Act Marketing Rule in 2026 Thu, Jul, 16 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 | | 350805 | C82017 |
 | Combining Annuities with Long-Term Care Insurance Tue, Jul, 21 2026 12:00 PM ET Richard Rusoff, Krause Agency CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 350806 | |
 | Mastering Credit Scores: What Financial Advisors Need to Know to Help Clients Build, Protect & Optimize Their Credit Wed, Jul, 22 2026 12:00 PM ET Tiffany Cross, Identity IQ CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 350807 | |
 | Estate Planning Masterclass: Bonus Session—Critical Topics We Didn't Have Time to Cover Wed, Jul, 29 2026 12:00 PM ET Alan Gassman, Esq. and Scott Levin, J.D., LL.M. No CE Credits available | RegisterLearn More | | | |
 | Raising Financially Capable Teens: Helping Families Build Healthy Money Mindsets Thu, Jul, 30 2026 12:00 PM ET Adam Kol CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | Raising Financially Capable Teens: Helping Families Build Healthy Money Mindsets | |
 | Beyond OBBBA, Part 2: New Trump-Era Tax Proposals and Planning Opportunities Wed, Aug, 5 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: 1.5 | RegisterLearn More | | 346454 | |
