 | Planning for Single Women Thu, Sep, 10 2026 12:00 PM ET Heather Zack, JD, LLM, MSFP,, Carson Wealth Management CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 352645 | C82255 |
 | The Investment Advisers Act Marketing Rule in 2026 Tue, Sep, 15 2026 02:00 PM ET Michelle Atlas-Quinn, J.D., AdvisorLaw CE Credits: CPA, IARApproved for CE Credit in Year: 2026 CE Credit per Attendee: 2 | RegisterLearn More | | | C82017 |
 | Aging Clients, Legal Capacity, and Elder Financial Protection: A Securities Attorney's Guide for RIAs and IARs Tue, Sep, 15 2026 04:00 PM ET Michelle Atlas-Quinn, J.D., AdvisorLaw CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2026 CE Credit per Attendee: 2 | RegisterLearn More | | 350126 | C82018 |
 | Designing More Reliable Retirement Income: What the Research Reveals Wed, Sep, 16 2026 12:00 PM ET Wade Pfau, PhD, CFA, RICP® CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR CE Credit per Attendee: 1 | RegisterLearn More | | 352647 | C82270 |
 | The Reverse Mortgage, Reframed: What It Is, When to Say No, When It Works Thu, Sep, 17 2026 12:00 PM ET John Thompson, CLA, CRMP and Dan Williams CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 2 | RegisterLearn More | | 352790 | C82373 |
 | Tax-Smart Charitable Giving After the OBBBA Fri, Sep, 18 2026 12:00 PM ET Larry Pon, CPA, AEP and Rick Peck, CFP®, CAP CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 2 | RegisterLearn More | | 352649 | C82257 |
 | Ethics CE for CFPs Tue, Sep, 22 2026 12:00 PM ET Tom Duffy, CFP, CE Credits: CFP CE Credit per Attendee: 2 | RegisterLearn More | | 309034 | C82325 |
 | What Happens When Social Security Runs Out: A Former SSA Deputy Commissioner Weighs the Options Wed, Sep, 23 2026 12:00 PM ET Mark J. Warshawsky CE Credits: CFP, CLU, ChFC, CPA, IAR CE Credit per Attendee: 1.5 | RegisterLearn More | | 352650 | C82344 |
 | Wills that Won’t: A 25 year National Study of Charitable Planning Additions, Deletions, and Ultimate Estate Transfers Thu, Sep, 24 2026 12:00 PM ET Russell James, J.D., Ph.D., Texas Tech University CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | IMMEDIATE Tax Savings from Future Gifts to Charity – Meet the Simpler “Reversionary” Type of Charitable Lead Annuity Trust Tue, Sep, 29 2026 12:00 PM ET Brad Gornto, Gornto Law, PLLC & iCLAT Solutions, LLC CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
