 | 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 | | | |
 | The 5 Most Powerful Strategies to Reduce State Estate & Inheritance Taxes Mon, Jan, 19 2026 12:00 PM ET Alan Gassman, J.D., LL.M., Gassman and Associates CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | The Lifecycle of a Real Estate Investor Tue, Jan, 20 2026 12:00 PM ET Louis J. Rogers, Capital Square 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 | | | |
 | Leveraging Life Insurance for Impact: Charitable Giving Strategies for Financial Advisors Thu, Jan, 22 2026 01:00 PM ET Jason Watt, J.D., CPA, MBA, DAFgiving360™ | Charles Schwab CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | End Of Life Planning When Dementia Is A Real Risk Tue, Jan, 27 2026 12:00 PM ET Veronica Darling, J.D. and Jessica Empeño, MSW, APHSW-C CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | MAPTs and BDOTs - How They Work and When to Use Them Wed, Feb, 4 2026 12:00 PM ET Scott Levin, J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®, Wescott Financial Advisory Group CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | PHILANTHROPIC OPPORTUNITIES WITH THE SECURE 2.0 ACT Thu, Feb, 5 2026 12:00 PM ET Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®, CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Tax Planning When Client Has Large Gain On Sale Of Home Tue, Mar, 3 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 | | | |
