 | What 10,000 Advisor–Client Conversations Reveal About the Best Use of AI Wed, May, 13 2026 12:00 PM ET Eric Ludwig, PhD, CFP®, RICP®, The American College No CE Credits available | RegisterLearn More | | | |
 | The 2026 Guide to Retirement: Spending, Care Planning & Protecting What Matters Most Thu, May, 14 2026 12:00 PM ET Sharon Carson, JP Morgan Asset Management CE Credits: CFP, CLU, ChFC, RICP, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Estate Liquidity and Legacy Planning with Life Insurance Tue, May, 19 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 | | | |
 | The Practical Guide to Divorce Financial Analysis Using Family Law Software Thu, May, 21 2026 12:00 PM ET Ana Taitt, Esq. and Janet Rhodes Friedman, CFP®, CDFA® No CE Credits available | RegisterLearn More | | | |
 | Trump Accounts: The Regulations Treasury Confirmed, What the Rules Still Leave Unanswered, and What Advisors Should Know Tue, May, 26 2026 12:00 PM ET Denise Appleby, Appleby Consulting CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | HSAs Revisited: What’s New, What’s Changed, and How Advisors Should Be Using Them Today Thu, May, 28 2026 12:00 PM ET Roy Ramthun, CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Tax Strategies for Residential Property Gains: Optimizing Client Outcomes Tue, Jun, 2 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 | | 345977 | |
 | Building a TIPS Ladder: A Step-by-Step Guide for Advisors Wed, Jun, 17 2026 12:00 PM ET Jay Abolofia, PhD, CFP®, Lyon Financial Planning No CE Credits available | RegisterLearn More | | | |
 | Aging Clients, Legal Capacity, and Elder Financial Protection: A Securities Attorney's Guide for RIAs and IARs Thu, Jun, 18 2026 12:00 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 | | | C82018 |
 | Preparing for an SEC Exam and 2026 Exam Priorities Thu, Jun, 25 2026 12:00 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 | | | C82016 |
