 | Building a Portfolio of ‘Yes I Can’: Smart Nutrition & Fitness Strategies with Leslie Bonci Presented by: Leslie Bonci, MPH, RD, CSSD, LDN, | 12:00 PM Jul 01 2025 EDT | No | RegisterLearn More | | | |
 | Food Investments: Safe, Risky, and Unknown – Making Smarter Nutrition Choices with Leslie Bonci Presented by: Leslie Bonci, MPH, RD, CSSD, LDN, | 04:00 PM Jul 08 2025 EDT | No | RegisterLearn More | | | |
 | How To Leverage AI To Improve Client Conversations Presented by: Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning | 12:00 PM Jul 10 2025 EDT | No | RegisterLearn More | | | |
 | Protecting the Downside: How to Capture Equity Upside While Limiting Risk with Harry Mamaysky, Ph.D., QuantStreet Capital Presented by: Harry Mamaysky, Ph.D.,, QuantStreet Capital | 12:00 PM Jul 15 2025 EDT | No | RegisterLearn More | | | |
 | When It Might Be a Complaint: What Every Investment Adviser Rep Needs to Know Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | 03:00 PM Jul 17 2025 EDT | YesCFP, CLU, ChFC, RICP, IAR | RegisterLearn More | | | |
 | Tax-Smart Giving Strategies for your Charitable Giving Goals Presented by: Mary Jovanovich, CAP®, DAFgiving360™ (Schwab Charitable) | 12:00 PM Jul 23 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP | RegisterLearn More | | | |
 | Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities for Investment Adviser Reps Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | 12:00 PM Aug 05 2025 EDT | YesCFP, CLU, ChFC, RICP, IAR | RegisterLearn More | | | |
 | Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | 12:00 PM Aug 12 2025 EDT | YesCFP, CLU, ChFC, RICP, IAR | RegisterLearn More | | | |
 | How Much Do I Need To Retire? Presented by: Wade Pfau, PhD, CFA, RICP®, | 12:00 PM Aug 14 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR, EA | RegisterLearn More | | TBD | C00000 |
 | Health Insurance Planning for Pre-Medicare Clients: What Every Financial Advisor Should Know Presented by: Ron Mastriogiovanni, Healthview Services | 12:00 PM Sep 23 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP | RegisterLearn More | | | |
