 | Tax-Efficiency for Retirement Spending (Approved for 2 IAR CE) - 05.12.2025 Presented by: Wade Pfau | 02:00 PM May 12 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 327733 | C27230 |
 | A Program that helps you Personalize Healthcare Cost Planning for Every Client Presented by: Michael Daley, Healthview Services | 12:00 PM May 14 2025 EDT | No | RegisterLearn More | | | |
 | Case Studies in Childfree Life, Financial, Estate and Tax Planning Presented by: Jay Zigmont, PhD, MBA, CFP®, | 12:00 PM May 15 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP | RegisterLearn More | | 336445 | |
 | Beyond Asset Allocation: Advanced Portfolio Structuring for Volatile Markets Presented by: Frank Buchholz, Merrill Lynch (Retired) | 12:00 PM May 20 2025 EDT | YesCFP, CLU, ChFC, RICP | RegisterLearn More | | | |
 | Transforming Client Acquisition with FINNY AI Presented by: Eden Ovadia and Josh Brown | 12:00 PM May 21 2025 EDT | No | RegisterLearn More | | | |
 | Unlocking Meaning and Purpose in Financial Planning – Insights from The Purpose Code Presented by: Jordan Grumet, | 01:00 PM May 22 2025 EDT | No | RegisterLearn More | | | |
 | Wade Pfau: Leveraging Whole Life Insurance for Income + Retirement Security Presented by: Wade Pfau, PhD, CFA, RICP®, RISA Profile | 12:00 PM May 27 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 336446 | CXXXXX |
 | A Deeper Dive into 529 Plan Data and Tools Presented by: Scott Morrison, Saving for College | 12:00 PM May 28 2025 EDT | No | RegisterLearn More | | | |
 | Unlocking the Power of ABLE Accounts: A Guide for Financial Advisors Presented by: Kristin Carleton and Mary Morris | 12:00 PM May 29 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP | RegisterLearn More | | 336448 | |
 | The Great Roth Conversion Debate – Expert Insights from Larry Kotlikoff, Rick Miller, and Jay Abolofia Presented by: Larry Kotlikoff, Rick Miller, and Jay Abolofia, PhD, CFP® | 12:00 PM Jun 03 2025 EDT | No | RegisterLearn More | | | |
