 | 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 | | | |
 | Qualified Charitable Distributions and RMDs: Tax-Efficient Strategies for Retirement Income Planning 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 | | 347946 | |
 | The Modern Policy Portfolio — Review, Replace, or Repurpose 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, CPA, RICP, CDFA CE Credit per Attendee: 1.5 | RegisterLearn More | | 346457 | |
 | Federal vs. Private Student Loans: What Financial Advisors Need to Know in Today’s Changing Lending Landscape Wed, Apr, 8 2026 01:00 PM ET Meagan McGuire, CFP®, ChFC®, CSLP®, Student Loan Planner CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 347947 | |
 | How to Automate Tax-Smart Portfolio Management Thu, Apr, 9 2026 01:00 PM ET Ben Littman, CFP, MBA, Pure Financial No CE Credits available | RegisterLearn More | | | |
 | CFP® Developed Software for Analyzing Investment Properties Tue, Apr, 14 2026 12:00 AM ET Dillon Kenniston, CFP, No CE Credits available | RegisterLearn More | | | |
 | Cross-Border Financial Planning: Tax, Residency, and Wealth Considerations for Clients Moving Abroad Tue, Apr, 21 2026 01:00 PM ET Matt Goren, PhD CFP®, Brett Danko Education Center CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | 347948 | |
 | Rethinking Roth Conversions: Navigating New Tax Laws and Opportunities Wed, Apr, 22 2026 12:00 PM ET Bob Keebler, CPA, AEP, Keebler and Associates CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 1.5 | RegisterLearn More | | 347949 | C82015 |
 | Social Security Claiming Under Uncertainty: Moving Beyond One-Size-Fits-All Guidance Thu, Apr, 23 2026 12:00 PM ET Derek Tharp, Ph.D., CFP®, CLU® and Kurt Czarnowski CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 2 | RegisterLearn More | | 347950 | C82006 |
 | Life Insurance in Business Succession Planning Tue, Apr, 28 2026 12:00 PM ET Kevin Kimbrough, CFP®, CLU, ChFC and Andy Winehouse, J.D. LL.M CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1.5 | RegisterLearn More | | 347951 | |
