 | Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -12.30.2025 Tue, Dec, 30 2025 11:00 AM ET Tom Duffy CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR CE Credit per Attendee: 2 | RegisterLearn More | | 309034N | C26058N |
 | Storm-Proofing Retirement: How to Integrate Coastal Risk Into Financial Plans Tue, Jan, 6 2026 01:00 PM ET Christopher Jackson, CFP®, CPJ Financial CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Nutrition in the Kitchen: Start 2026 Healthy Wed, Jan, 7 2026 12:00 PM ET Leslie Bonci, MPH, RD, CSSD, LDN, No CE Credits available | RegisterLearn More | | | |
 | The Missing Piece In Client Decision Making Thu, Jan, 8 2026 01:00 PM ET Susan Bradley, CFP®, CeFT®, Sudden Money Institute CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1.5 | RegisterLearn More | | 344451 | |
 | Just Divide It in Half — What’s So Hard?: Divorce Financial Analysis 101 Tue, Jan, 13 2026 01:00 PM ET Kristen Shearin, JD, CDFA®, Institute of Divorce Financial Analysts CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | 344452 | |
 | 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 | | 344453 | |
 | 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 | | 344454 | |
 | 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 | | 344455 | |
 | 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 | | 344456 | |
