 | Medicare Open Enrollment 2027: All Three Legs of the Medicare Stool Are Cracking at Once — and the Carpenters Just Lost Their To Thu, Oct, 15 2026 12:00 PM ET Melinda Caughill, i65 CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 2 | RegisterLearn More | | 353842 | C82449 |
 | Hidden Tuition: An Insider's Guide to College Pricing and Financial Aid Tue, Oct, 20 2026 12:00 PM ET Phillip Levine, Wellesley College CE Credits: CFP, CLU, ChFC, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 353844 | |
 | Helping Clients Buy Smart and Use Home Equity Wisely in a Rising-Rate Environment Wed, Oct, 21 2026 12:00 PM ET Dan Williams and Todd Swanson CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 354466 | |
 | Estate Planning: What Advisors Can Learn from End-of-Life Financial Decisions Across Insurance, Annuities, and Healthcare Thu, Oct, 22 2026 12:00 PM ET Dr. Russell James, Ph.D., J.D., CFP®, Texas Tech University CE Credits: CFP, CLU, ChFC, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 353845 | |
 | Credit Across the Family: How to Bring Up Credit Before It Becomes a Barrier to Your Clients’ Goals Tue, Oct, 27 2026 12:00 PM ET Abigail Golder, IDIQ CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 354467 | TBD |
 | The Hidden Forces Motivating Your Client Decisions Wed, Oct, 28 2026 12:00 PM ET Michael Ervolini, Distinguished Fellow at FactSet CE Credits: CFP, CLU, ChFC, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 353847 | |
 | 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 | |
 | Estate Liquidity and Legacy Planning with Life Insurance Tue, Nov, 10 2026 12:00 PM ET Alan Gassman, Esq., Kevin Kimbrough, CLU, CHFC, and Barry Flagg, CLU, ChFC CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1.5 | RegisterLearn More | | 349016 | |
 | 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 | |
 | 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 | | | |
