 | The Hidden Forces Motivating Your Client Decisions Wed, Oct, 28 2026 12:00 PM ET Michael Ervolini, Distinguished Fellow at FactSet CE Credits: CFP, CLU, ChFC, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Financial Planner's Process for Guiding Clients Through Long-Term Care Decisions Thu, Oct, 29 2026 12:00 PM ET Jason Hochstadt, CFP®, AIF®, JEDI MANAGEMENT, INC. (and LIFECO ASSOCIATES, INC. CE Credits: CFP, CLU, ChFC, CPA, RICP, 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 | |
 | Helping High-Asset Clients Qualify for Home Financing: A Practical Guide to Non-QM Loans Tue, Nov, 10 2026 12:00 PM ET Dan Williams, Todd Swanson, and John Thompson, CLA CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | 352648 | |
 | 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 | | | |
 | 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 | | | |
