 | Navigating Today’s Student Loan Challenges: Strategies, Case Studies & Policy Update Thu, Aug, 20 2026 12:00 PM ET Meagan McGuire, CFP®, ChFC®, CSLP® and Lauryn Williams, CFP®, CSLP®, AFC® CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 351380 | |
 | The Childfree Economy: How 25% of Americans Are Reshaping Financial Planning, Markets, and Retirement Tue, Aug, 25 2026 12:00 PM ET Jay Zigmont, PhD, MBA, CFP®, Childfree Wealth CE Credits: CFP, CLU, ChFC, RICP, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 351381 | |
 | Tax-Efficient Retirement Income and Wealth Preservation with Life Insurance Thu, Aug, 27 2026 12:00 PM ET Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP® and Kevin Kimbrough, CFP®, CLU, ChFC CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1 | RegisterLearn More | | 351382 | |
 | Understanding Daily Money Managers: A Hidden Resource for Financial Advisors and CPAs Thu, Sep, 3 2026 12:00 PM ET Sharon Zissman, American Association of Daily Money Managers CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Planning for Single Women Thu, Sep, 10 2026 12:00 PM ET Heather Zack, JD, LLM, MSFP,, Carson Wealth Management CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Tax Deductions and Strategies for Clients in Continuing Care Retirement Communities (CCRCs) Tue, Sep, 15 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 | | | |
 | The Investment Advisers Act Marketing Rule in 2026 Tue, Sep, 15 2026 02:00 PM ET Michelle Atlas-Quinn, J.D., AdvisorLaw CE Credits: CPA, IARApproved for CE Credit in Year: 2026 CE Credit per Attendee: 2 | RegisterLearn More | | | C82017 |
 | Aging Clients, Legal Capacity, and Elder Financial Protection: A Securities Attorney's Guide for RIAs and IARs Tue, Sep, 15 2026 03:45 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 | | 350126 | C82018 |
 | Helping High-Asset Clients Qualify for Home Financing: A Practical Guide to Non-QM Loans Thu, Sep, 17 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 | | | |
 | 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 | | | |
