 | Tax-Efficient Retirement Income and Wealth Preservation with Life Insurance Tue, Apr, 7 2026 12:00 PM ET Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP® and Kevin Kimbrough, CFP®, CLU, ChFC CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | How to Automate Tax-Smart Portfolio Management Thu, Apr, 9 2026 01:00 PM ET Ben Littman, CFP, MBA, Pure Financial No CE Credits available | RegisterLearn More | | | |
 | Thinking of Moving Abroad? Financial Realities Every Client Must Understand Tue, Apr, 21 2026 01:00 PM ET Matt Goren, PhD CFP®, Brett Danko Education Center CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Rethinking Roth Conversions: Navigating New Tax Laws and Opportunities Wed, Apr, 22 2026 12:00 PM ET Bob Keebler, CPA, AEP, Keebler and Associates CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 1.5 | RegisterLearn More | | | |
 | Social Security Claiming Under Uncertainty: Moving Beyond One-Size-Fits-All Guidance Thu, Apr, 23 2026 12:00 PM ET Derek Tharp, Ph.D., CFP®, CLU® and Kurt Czarnowski CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 2 | RegisterLearn More | | | |
 | Life Insurance in Business Succession Planning Tue, Apr, 28 2026 12:00 PM ET Kevin Kimbrough, CFP®, CLU, ChFC and Andy Winehouse, J.D. LL.M CE Credits: CFP, CLU, ChFC, RICP CE Credit per Attendee: 1.5 | RegisterLearn More | | | |
 | Ethical and Regulatory Risks of Artificial Intelligence in Advisory Practice Wed, Apr, 29 2026 12:00 PM ET Richard Chen, Esq., Brightstar Law Group CE Credits: CFP, CLU, ChFC, RICP, IAR CE Credit per Attendee: 2 | RegisterLearn More | | | |
 | Charitable Giving After The SECURE 2.0 ACT Thu, Apr, 30 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 | | 345496 | |
 | 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 | |
