 | Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -12.30.2025 Tue, Dec, 30 2025 11:00 AM ET
Tom Duffy CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Storm-Proofing Retirement: How to Integrate Coastal Risk Into Financial Plans Tue, Jan, 6 2026 01:00 PM ET
Christopher Jackson, CFP®, CPJ Financial CE Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |
 | Nutrition in the Kitchen: Start 2026 Healthy Wed, Jan, 7 2026 12:00 PM ET
Leslie Bonci, MPH, RD, CSSD, LDN, Not CE Eligible | RegisterLearn More | |
 | The Missing Piece In Client Decision Making Thu, Jan, 8 2026 01:00 PM ET
Susan Bradley, CFP®, CeFT®, Sudden Money Institute CE Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |
 | Just Divide It in Half — What’s So Hard?: Divorce Financial Analysis 101 Tue, Jan, 13 2026 01:00 PM ET
Kristen Shearin, JD, CDFA®, Institute of Divorce Financial Analysts CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | Selling Your Book of Business: Contracts, Privacy Laws, and the Movement of Client Data Wed, Jan, 14 2026 01:00 PM ET
Isaac Mamaysky, Esq., Potomac Law Group Not CE Eligible | RegisterLearn More | |
 | 2025 Tax Season Update: Beyond the One, Big, Beautiful Bill Thu, Jan, 15 2026 01:00 PM ET
Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | The 5 Most Powerful Strategies to Reduce State Estate & Inheritance Taxes Mon, Jan, 19 2026 12:00 PM ET
Alan Gassman, J.D., LL.M., Gassman and Associates CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | The Lifecycle of a Real Estate Investor Tue, Jan, 20 2026 12:00 PM ET
Louis J. Rogers, Capital Square CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | Budgeting for Happiness Wed, Jan, 21 2026 01:00 PM ET
Matt Goren, PhD CFP®, Danko Education Center CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | Leveraging Life Insurance for Impact: Charitable Giving Strategies for Financial Advisors Thu, Jan, 22 2026 01:00 PM ET
Jason Watt, J.D., CPA, MBA, DAFgiving360™ | Charles Schwab CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | End Of Life Planning When Dementia Is A Real Risk Tue, Jan, 27 2026 12:00 PM ET
Veronica Darling, J.D. and Jessica Empeño, MSW, APHSW-C CE Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |
 | Modern Retirement Theory (MRT): Retirement Planning through 4 prioritized funds Thu, Jan, 29 2026 12:00 PM ET
Jason Branning, CFP®, RICP® and M. Ray Grubbs, PhD CE Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |
 | MAPTs and BDOTs - How They Work and When to Use Them Wed, Feb, 4 2026 12:00 PM ET
Scott Levin, J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®, Wescott Financial Advisory Group CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | PHILANTHROPIC OPPORTUNITIES WITH THE SECURE 2.0 ACT Thu, Feb, 5 2026 12:00 PM ET
Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®, CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | Critical Planning Ideas for the Mass Affluent Wed, Feb, 18 2026 12:00 PM ET
Bob Keebler, CPA, AEP, Keebler and Associates CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR, EA | RegisterLearn More | |
 | Unique Liability Exposures of the Affluent Thu, Feb, 26 2026 12:00 PM ET
Aryn Johnson, CAPI, CPRIA, Marsh McClennan Agency CE Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |
 | Tax Planning When Client Has Large Gain On Sale Of Home Tue, Mar, 3 2026 12:00 PM ET
Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | How Personalized Longevity Estimates Transform Social Security & Retirement Planning Thu, Mar, 5 2026 12:00 PM ET
K. Jeremy Ko, ShoreUp Retirement Solutions CE Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |
 | Life Insurance: The Facts They Don’t Teach You in CFP® Class Tue, Mar, 10 2026 12:00 PM ET
Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP®, Veralytic CE Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |
