 | 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 | | 344457 | |
 | 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 | | 344458 | |
 | Modern Retirement Theory (MRT): Retirement Planning through 4 prioritized funds Thu, Jan, 29 2026 12:00 PM ET Jason Branning, CFP®, RICP® and M. Ray Grubbs, PhD CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1 | RegisterLearn More | | 344459 | |
 | 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 | | | |
 | Critical Planning Ideas for the Mass Affluent Wed, Feb, 18 2026 12:00 PM ET Bob Keebler, CPA, AEP, Keebler and Associates CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA CE Credit per Attendee: 1.5 | RegisterLearn More | | | |
 | Unique Liability Exposures of the Affluent Thu, Feb, 26 2026 12:00 PM ET Aryn Johnson, CAPI, CPRIA, Marsh McClennan Agency CE Credits: CFP, CLU, ChFC, RICP 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 | | | |
 | How Personalized Longevity Estimates Transform Social Security & Retirement Planning Thu, Mar, 5 2026 12:00 PM ET K. Jeremy Ko, ShoreUp Retirement Solutions CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Life Insurance: The Facts They Don’t Teach You in CFP® Class Tue, Mar, 10 2026 12:00 PM ET Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP®, Veralytic CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1 | RegisterLearn More | | | |
