 | Personalized Longevity Modeling and Its Impact on Social Security & Retirement Income Planning Thu, Mar, 5 2026 12:00 PM ET K. Jeremy Ko, ShoreUp Retirement Solutions CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1 | RegisterLearn More | | 346456 | |
 | Life Settlements in Financial Planning: Analysis, Suitability, and Risk Considerations Thu, Mar, 12 2026 01:00 PM ET Lisa Rehburg, CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1 | RegisterLearn More | | 346452 | |
 | Code of Ethics and Standards of Conduct: Mandatory Ethics CE for CFPs and IARs Mon, Mar, 16 2026 12:00 PM ET Tom Duffy, CFP™, MBA, Jersey Shore Financial Advisors, LLC CE Credits: CFP, CLU, ChFC, RICP, IAR CE Credit per Attendee: 2 | RegisterLearn More | | 309034N | C26058N |
 | How to Build TIPS Portfolios for Inflation Protected Income Tue, Mar, 17 2026 12:00 PM ET Jay Abolofia, PhD, CFP®, Lyon Financial Planning CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | 346453 | |
 | A Deep Dive into a Unique Childfree Trust Program Thu, Mar, 19 2026 01:00 PM ET Jay Zigmont, PhD, MBA, CFP®, Childfree Wealth No CE Credits available | RegisterLearn More | | | |
 | Critical Insights for Advising Clients on Rental Income Properties Tue, Mar, 24 2026 01:00 PM ET Rich Arzaga, CFP®, CCIM, CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1.5 | RegisterLearn More | | 346455 | |
 | Why do so Many Wealthy Families still OVERPAY for College? Wed, Mar, 25 2026 01:00 PM ET Beth V. Walker, Joe Messinger, CFP®, ChFC, CLU, CCFC, and Jonathan Sparling CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | How Advisors Support Aging Clients & Their Families Through Aging-Care Challenges Tue, Mar, 31 2026 01:00 PM ET Lauren Clough, bQuest No CE Credits available | RegisterLearn More | | | |
 | QCDs and RMDs: A Smart Combo Thu, Apr, 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 | | | |
 | Tax-Efficient Retirement Income and Wealth Preservation with Life Insurance Tue, Apr, 7 2026 12:00 PM ET Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP® and Kevin Kimbrough, CFP®, CLU, ChFC CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1 | RegisterLearn More | | | |
