 | Incorporating Short-Term Care Insurance into a Client's Financial Plan Presented by: Madolyn Reynolds, CLTC, Krause & Associates | 01:00 PM Jul 24 2025 EDT | YesCFP, CLU, ChFC, RICP | RegisterLearn More | | | |
 | Understanding Trustee Responsibilities and Liabilities Presented by: Bill Waller, Esq. and Dave Long, J.D. | 01:00 PM Jul 30 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP | RegisterLearn More | | | |
 | Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities for Investment Adviser Reps Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | 12:00 PM Aug 05 2025 EDT | YesCFP, CLU, ChFC, RICP, IAR | RegisterLearn More | | 336937 | C80721 |
 | Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | 12:00 PM Aug 12 2025 EDT | YesCFP, CLU, ChFC, RICP, IAR | RegisterLearn More | | 336939 | C27594 |
 | Attracting the Female Dollar Presented by: Beth Fitzgerald and Holly Reimel | 12:00 PM Aug 13 2025 EDT | No | RegisterLearn More | | | |
 | How Much Do I Need To Retire? Presented by: Wade Pfau, PhD, CFA, RICP®, | 12:00 PM Aug 14 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR, EA | RegisterLearn More | | TBD1 | C27558 |
 | The Great Escape: How to Free Yourself from Client Fires and Daily Chaos Presented by: Josh Patrick, CFP, Financial Transitionist, Stage 2 Planning Partners | 12:00 PM Aug 19 2025 EDT | No | RegisterLearn More | | | |
 | Unlocking Meaning and Purpose in Financial Planning – Insights from The Purpose Code Presented by: Jordan Grumet, | 12:00 PM Aug 26 2025 EDT | No | RegisterLearn More | | | |
 | A Sequel: Best Practices for Protection against Cyber Threats Presented by: Aryn Johnson, Marsh McLennan Agency | 12:00 PM Aug 27 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP | RegisterLearn More | | TBD08272025 | |
 | Health Insurance Planning for Pre-Medicare Clients: What Every Financial Advisor Should Know Presented by: Ron Mastriogiovanni, Healthview Services | 12:00 PM Sep 23 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP | RegisterLearn More | | | |
