 | 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 | | | |
 | The Investment Advisers Act Marketing Rule in 2026 Thu, Jul, 16 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 | | | C82017 |
 | Raising Financially Capable Teens: Helping Families Build Healthy Money Mindsets Thu, Jul, 30 2026 12:00 PM ET Adam Kohl, CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Beyond OBBBA, Part 2: New Trump-Era Tax Proposals and Planning Opportunities Tue, Aug, 4 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 | | 346454 | |
 | SE Tax for LLCs & S Corps: The Limited Partner Loophole, 5th Circuit Fallout & Reasonable Comp Battles Tue, Aug, 11 2026 12:00 PM ET Larry Pon, CPA, AEP, CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | 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 | | | |
 | 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 | | | |
