 | Storm-Proofing Retirement: How to Integrate Coastal Risk Into Financial Plans Tue, Jan, 6 2026 13:00:PM Christopher Jackson, CFP®, CPJ Financial CE Credits: CFP, CLU, ChFC, RICP | RegisterLearn More | |
 | Selling Your Book of Business: Contracts, Privacy Laws, and the Movement of Client Data Wed, Jan, 14 2026 13:00:PM Isaac Mamaysky, Esq., Potomac Law Group No CE Credits available | RegisterLearn More | |
 | MAPTs and BDOTs - How They Work and When to Use Them Wed, Feb, 4 2026 12:00:PM Scott Levin, J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®, Wescott Financial Advisory Group CE Credits: CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | PHILANTHROPIC OPPORTUNITIES WITH THE SECURE 2.0 ACT Thu, Feb, 5 2026 12:00:PM Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®, CE Credits: CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
