 | Managing 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 | | | |
 | Unlock The Value of Life Insurance: The Who, What and Why of Life Settlements Thu, Mar, 12 2026 01:00 PM ET Lisa Rehburg, CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Code of Ethics and Standards of Conduct: Mandatory Ethics CE for CFPs and IARs Mon, Mar, 16 2026 12:00 PM ET Tom Duffy, CFP™, MBA, Jersey Shore Financial Advisors, LLC CE Credits: CFP, CLU, ChFC, RICP, IAR CE Credit per Attendee: 2 | RegisterLearn More | | 309034N | C26058N |
 | Building a TIPS Ladder: A Step-by-Step Guide for Financial Planners Tue, Mar, 17 2026 12:00 PM ET Jay Abolofia, PhD, CFP®, Lyon Financial Planning CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Beyond OBBBA, Part 2: New Trump-Era Tax Proposals and Planning Opportunities Wed, Mar, 18 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 | | | |
 | Critical Insights for Advising Clients on Rental Income Properties Tue, Mar, 24 2026 01:00 PM ET Rich Arzaga, CFP®, CCIM, CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1.5 | RegisterLearn More | | | |
 | How Advisors Support Aging Clients & Their Families Through Aging-Care Challenges Tue, Mar, 31 2026 01:00 PM ET Lauren Clough, bQuest No CE Credits available | RegisterLearn More | | | |
 | QCDs and RMDs: A Smart Combo Thu, Apr, 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 | | | |
