 | Financial Planner's Process for Guiding Clients Through Long-Term Care Decisions Thu, Oct, 29 2026 12:00 PM ET Jason Hochstadt, CFP®, AIF®, JEDI MANAGEMENT, INC. (and LIFECO ASSOCIATES, INC. CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 353846 | |
 | Opportunity Zones 2.0: What Financial Advisors Need to Know Now Tue, Nov, 3 2026 12:00 PM ET John Bacigalupi, SVP – Regional Director & National Private Markets Specialist at Cantor Fitzgerald Asset Management CE Credits: CFP, CLU, ChFC, CPA CE Credit per Attendee: 1 | RegisterLearn More | | 354900 | |
 | Partnering with Advisors & Clients in Values-Driven Philanthropy Wed, Nov, 4 2026 12:00 PM ET Rick Peck and Scott Coulter CE Credits: CFP, CLU, ChFC, CPA, RICP CE Credit per Attendee: 1 | RegisterLearn More | | 354901 | |
 | Year-End Tax Planning for Financial Advisors: Know What You Owe, Fix What You Can Thu, Nov, 5 2026 12:00 PM ET Catherine Tindall, CPA, Dominion Enterprise Services CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 354902 | |
 | Helping High-Asset Clients Qualify for Home Financing: A Practical Guide to Non-QM Loans Tue, Nov, 10 2026 12:00 PM ET Dan Williams, Todd Swanson, and John Thompson, CLA CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 352648 | |
 | How Healthcare Costs Quietly Erode Retirement Income Wed, Nov, 11 2026 12:00 PM ET Matt Rutledge, Boston College CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | The Insurance Side of Estate Planning: Protecting Trust Assets, Trustees & Beneficiaries Tue, Nov, 17 2026 12:00 PM ET Aryn Johnson, Marsh McClennan CE Credits: CFP, CLU, ChFC, CPA, RICP, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 354903 | |
 | The FinServ Foundation: Building the Future of Financial Services Through Mentorship, Coaching, and Conference Access Tue, Dec, 1 2026 12:00 PM ET Victoria O'Tool, Executive Director of the FinServ Foundation No CE Credits available | RegisterLearn More | | | |
 | A Holistic Approach to Tax-Efficiency in Early-Stage Retirement Income Decisions Wed, Dec, 2 2026 12:00 PM ET Jim DiLellio, Graziadio Business School, Pepperdine University CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Strategic Giving: Turning Philanthropy into a Planning Advantage Tue, Dec, 8 2026 12:00 PM ET Heather Zack, JD, LLM, MSFP, CAP®, CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
