 | Tax Deductions and Strategies for Clients in Continuing Care Retirement Communities (CCRCs) Wed, Sep, 30 2026 12:00 PM ET Larry Pon, CPA and Brad Breeding, CFP® CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 352646 | C82256 |
 | What's Actually Working in Advisor Marketing? New Research from Kitces Presented by Mark Tenenbaum, Kitces Thu, Oct, 1 2026 12:00 PM ET Matt Tenenbaum, Ph.D. No CE Credits available | RegisterLearn More | | | |
 | The Rollover Rules - Applying Your Fiduciary Duty to IRA Rollovers Wed, Oct, 7 2026 12:00 PM ET Michelle Atlas-Quinn, J.D., AdvisorLaw CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR CE Credit per Attendee: 2 | RegisterLearn More | | TBD | C82345 |
 | Early Action and Early Decision: Helping Families Navigate College Admission & Affordability Tue, Oct, 13 2026 12:00 PM ET Rick Clark and Brennan Barnard CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Estate Liquidity and Legacy Planning with Life Insurance Tue, Nov, 10 2026 12:00 PM ET Alan Gassman, Esq., Kevin Kimbrough, CLU, CHFC, and Barry Flagg, CLU, ChFC CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1.5 | RegisterLearn More | | 349016 | |
 | The Insurance Side of Estate Planning: Protecting Trust Assets, Trustees & Beneficiaries Tue, Nov, 17 2026 12:00 PM ET Aryn Johnson, Marsh McClennan CE Credits: CFP, CLU, ChFC, CPA, RICP, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | The FinServ Foundation: Building the Future of Financial Services Through Mentorship, Coaching, and Conference Access Tue, Dec, 1 2026 12:00 PM ET Victoria O'Tool, Executive Director of the FinServ Foundation No CE Credits available | RegisterLearn More | | | |
 | A Holistic Approach to Tax-Efficiency in Early-Stage Retirement Income Decisions Wed, Dec, 2 2026 12:00 PM ET Jim DiLellio, Graziadio Business School, Pepperdine University CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | When Clients Lead Nonprofits: Communication Strategies for Successful Capital Campaigns Thu, Dec, 3 2026 12:00 PM ET Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy® No CE Credits available | RegisterLearn More | | | |
 | The Annual Insurance Checkup: Hidden Savings and Critical Coverage Gaps Your Clients Can’t Afford to Ignore Wed, Jan, 6 2027 12:00 PM ET Aryn Johnson, Marsh McLennan Agency CE Credits: CFP, CLU, ChFC, CPA, RICP CE Credit per Attendee: 1 | RegisterLearn More | | | |
