 | The Reverse Mortgage, Reframed: What It Is, When to Say No, When It Works Thu, Sep, 17 2026 12:00 PM ET John Thompson, CLA, CRMP and Dan Williams CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 2 | RegisterLearn More | | 352790 | C82373 |
 | Tax-Smart Charitable Giving After the OBBBA Fri, Sep, 18 2026 12:00 PM ET Larry Pon, CPA, AEP and Rick Peck, CFP®, CAP CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 2 | RegisterLearn More | | 352649 | C82257 |
 | Ethics CE for CFPs Tue, Sep, 22 2026 12:00 PM ET Tom Duffy, CFP, CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR CE Credit per Attendee: 2 | RegisterLearn More | | 309034 | C82325 |
 | What Happens When Social Security Runs Out: A Former SSA Deputy Commissioner Weighs the Options Wed, Sep, 23 2026 12:00 PM ET Mark J. Warshawsky CE Credits: CFP, CLU, ChFC, CPA, IAR CE Credit per Attendee: 1.5 | RegisterLearn More | | 352650 | C82344 |
 | 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 | | | |
 | 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 | | | |
