 | What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 12.20.2025 Sat, Dec, 20 2025 09:00 AM ET Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR CE Credit per Attendee: 2 | RegisterLearn More | | 333524 | C26625 |
 | Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -12.20.2025 Sat, Dec, 20 2025 11:30 AM ET Tom Duffy CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR CE Credit per Attendee: 2 | RegisterLearn More | | 309034N | C26058N |
 | Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 12.22.2025 Mon, Dec, 22 2025 09:00 AM ET Dale Krause CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 CE Credit per Attendee: 2 | RegisterLearn More | | 337491 | C27780 |
 | The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 12.22.2025 Mon, Dec, 22 2025 11:30 AM ET John Thompson CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 CE Credit per Attendee: 2 | RegisterLearn More | | 335151 | C27559 |
 | Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 12.22.2025 Mon, Dec, 22 2025 02:00 PM ET Kristy Kennedy CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 CE Credit per Attendee: 2 | RegisterLearn More | | 337545 | C27781 |
 | Storm-Proofing Retirement: How to Integrate Coastal Risk Into Financial Plans Tue, Jan, 6 2026 01:00 PM ET Christopher Jackson, CFP®, CPJ Financial CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Just Divide It in Half — What’s So Hard?: Divorce Financial Analysis 101 Tue, Jan, 13 2026 01:00 PM ET Kristen Shearin, JD, CDFA®, Institute of Divorce Financial Analysts CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Selling Your Book of Business: Contracts, Privacy Laws, and the Movement of Client Data Wed, Jan, 14 2026 01:00 PM ET Isaac Mamaysky, Esq., Potomac Law Group No CE Credits available | RegisterLearn More | | | |
 | 2025 Tax Season Update: Beyond the One, Big, Beautiful Bill Thu, Jan, 15 2026 01:00 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 | | | |
 | Budgeting for Happiness Wed, Jan, 21 2026 01:00 PM ET Matt Goren, PhD CFP®, Danko Education Center CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | | |
