 | Strategic Giving: Turning Philanthropy into a Planning Advantage Tue, Dec, 8 2026 12:00 PM ET Heather Zack, JD, LLM, MSFP, CAP®, CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Identity Theft: The Coverage Gap in Client Plans Tue, Dec, 15 2026 12:00 PM ET Jonathan Ruggiero, IDIQ CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | TBD1 | TBDC00002 |
 | Real Estate Tax Planning Across the Ownership Lifecycle: Cost Segregation, Smart Improvements and Reducing Recapture at Sale Wed, Dec, 16 2026 12:00 PM ET Chris Streit, Real Estate Tax Expert, CSA Partners CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | The New Alternative Minimum Tax Under OBBA Thu, Dec, 17 2026 12:00 PM ET Larry Pon, CPA< AEP, Pon & Associates CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | 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 | | | |
 | Estate Liquidity and Legacy Planning with Life Insurance Wed, Jan, 13 2027 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 | |
 | Building an Effective PR & Marketing Program for Financial Advisors Thu, Jan, 14 2027 12:00 PM ET Jody Lowe:, The Lowe Group No CE Credits available | RegisterLearn More | | | |
 | SE Tax for LLCs & S Corps: The Limited Partner Loophole, 5th Circuit Fallout & Reasonable Comp Battles Tue, Jan, 19 2027 12:00 PM ET Larry Pon, CPA, AEP, CE Credits: CFP, CLU, ChFC, CPA, RICP, EA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Four Retirement Realities (and What to Do About Them) with David Blanchett Thu, Jan, 21 2027 12:00 PM ET David Blanchett, PhD, CFA, CFP®, Prudential Financial CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Financial Planning in the Age of Donor-Advised Funds: Insights and Practical Strategies for Advisor Tue, Feb, 2 2027 12:00 PM ET Erinn Andrews and Danny Anderson CE Credits: CFP, CLU, ChFC, CPA, RICP CE Credit per Attendee: 1 | RegisterLearn More | | | |
