 | 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: CPA, IARApproved for CE Credit in Year: 2026 CE Credit per Attendee: 2 | RegisterLearn More | | | 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 | | | |
 | 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 | | | |
 | 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 | | | |
 | 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 | | | C82017 |
