 | 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 | |
 | Tips for Using AI and the Financial Experts Platform Thu, Jul, 23 2026 12:00 PM ET Tom Dickson, Financial Experts Network No CE Credits available | RegisterLearn More | | | |
 | What Tony Steuer has Learned from Hosting 300 Podcasts on Financial Literacy Tue, Jul, 28 2026 12:00 PM ET Tony Steuer, CLU, LA, CPFFE No CE Credits available | RegisterLearn More | | | |
 | 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 | |
 | Tax Planning for Financial Advisors Tue, Aug, 4 2026 01:00 PM ET Catherine Tindall, CPA, Dominion Enterprise Services CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1.5 | RegisterLearn More | | | |
 | 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 | |
 | Advanced Tax-Deferred Real Estate Strategies Thu, Aug, 6 2026 12:00 PM ET Weiming Peng, No CE Credits available | RegisterLearn More | | | |
 | CFP Board Update: What’s Ahead for CFP® Professionals Mon, Aug, 10 2026 03:00 PM ET K. Dane Snowden, CFP Board No CE Credits available | RegisterLearn More | | | |
 | IRMAA: What Financial Advisors Should Know About Medicare Surcharge Premiums Tue, Aug, 11 2026 12:00 PM ET Larry Pon, CPA, AEP, CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 351378 | TBD |
