 | Charitable Giving After The SECURE 2.0 ACT Thu, Apr, 30 2026 12:00 PM ET Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®, CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | 345496 | |
 | How to smash marketing with AI in 2026 Tue, May, 5 2026 12:00 PM ET Sara Grillo, CFA, No CE Credits available | RegisterLearn More | | | |
 | The 2026 Guide to Retirement: Spending, Care Planning & Protecting What Matters Most Thu, May, 14 2026 12:00 PM ET Sharon Carson, JP Morgan Asset Management CE Credits: CFP, CLU, ChFC, RICP, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | HSAs Revisited: What’s New, What’s Changed, and How Advisors Should Be Using Them Today Thu, May, 28 2026 12:00 PM ET Roy Ramthun, CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Tax Strategies for Residential Property Gains: Optimizing Client Outcomes Tue, Jun, 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 | | 345977 | |
 | Building a TIPS Ladder: A Step-by-Step Guide for Advisors Wed, Jun, 17 2026 12:00 PM ET Jay Abolofia, PhD, CFP®, Lyon Financial Planning No CE Credits available | RegisterLearn More | | | |
 | Aging Clients, Legal Capacity, and Elder Financial Protection: A Securities Attorney's Guide for RIAs and IARs Thu, Jun, 18 2026 12:00 PM ET Michelle Atlas-Quinn, J.D., AdvisorLaw CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2026 CE Credit per Attendee: 2 | RegisterLearn More | | | C82018 |
 | Preparing for an SEC Exam and 2026 Exam Priorities Thu, Jun, 25 2026 12:00 PM ET Michelle Atlas-Quinn, J.D., AdvisorLaw CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2026 CE Credit per Attendee: 2 | RegisterLearn More | | | C82016 |
 | Navigating Family Dynamics in Senior Living Decisions Wed, Jul, 1 2026 12:00 PM ET Kristy Kennedy and Ginger Noce CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | When Clients Don’t Follow the Plan: Techniques from Client Psychology Tue, Jul, 7 2026 12:00 PM ET Dr. Megan McCoy, Ph.D., LMFT, AFC®, CFT™, Kansas State University CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
