 | Combining Annuities with Long-Term Care Insurance Tue, Jul, 21 2026 12:00 PM ET Richard Rusoff, Krause Agency CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Mastering Credit Scores: What Financial Advisors Need to Know to Help Clients Build, Protect & Optimize Their Credit Wed, Jul, 22 2026 12:00 PM ET Tiffany Cross, Identity IQ CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Estate Planning Masterclass: Bonus Session—Critical Topics We Didn't Have Time to Cover Wed, Jul, 29 2026 12:00 PM ET Alan Gassman, Esq. and Scott Levin, J.D., LL.M. No CE Credits available | RegisterLearn More | | | |
 | Raising Financially Capable Teens: Helping Families Build Healthy Money Mindsets Thu, Jul, 30 2026 12:00 PM ET Adam Kohl, 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, Aug, 5 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: 1.5 | RegisterLearn More | | 346454 | |
 | IRMAA: What Financial Advisors Should Know About Medicare Surcharge Premiums Tue, Aug, 11 2026 12:00 PM ET Larry Pon, CPA, AEP, CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Navigating Today’s Student Loan Challenges: Strategies, Case Studies & Policy Update Thu, Aug, 20 2026 12:00 PM ET Meagan McGuire, CFP®, ChFC®, CSLP® and Lauryn Williams, CFP®, CSLP®, AFC® CE Credits: CFP, CLU, ChFC, CPA, RICP, EA, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | The Childfree Economy: How 25% of Americans Are Reshaping Financial Planning, Markets, and Retirement Tue, Aug, 25 2026 12:00 PM ET Jay Zigmont, PhD, MBA, CFP®, Childfree Wealth CE Credits: CFP, CLU, ChFC, RICP, CDFA CE Credit per Attendee: 1 | RegisterLearn More | | | |
 | Tax-Efficient Retirement Income and Wealth Preservation with Life Insurance Thu, Aug, 27 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 | | | |
 | Tax Deductions and Strategies for Clients in Continuing Care Retirement Communities (CCRCs) Tue, Sep, 15 2026 12:00 PM ET Larry Pon, CPA and Brad Breeding, CFP® No CE Credits available | RegisterLearn More | | | |
