 | Preview of Estate Planning Masterclass for Mass Affluent + Member Update Fri, Apr, 17 2026 12:00 PM ET
Alan Gassman, Esq. and Scott Levin, J.D., LL.M. Not CE Eligible | RegisterLearn More | |
 | Cross-Border Financial Planning: Tax, Residency, and Wealth Considerations for Clients Moving Abroad Tue, Apr, 21 2026 01:00 PM ET
Matt Goren, PhD CFP®, Brett Danko Education Center CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | Rethinking Roth Conversions: Navigating New Tax Laws and Opportunities Wed, Apr, 22 2026 12:00 PM ET
Bob Keebler, CPA, AEP, Keebler and Associates CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA | RegisterLearn More | |
 | Social Security Claiming Under Uncertainty: Moving Beyond One-Size-Fits-All Guidance Thu, Apr, 23 2026 12:00 PM ET
Derek Tharp, Ph.D., CFP®, CLU® and Kurt Czarnowski CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA | RegisterLearn More | |
 | Life Insurance in Business Succession Planning Tue, Apr, 28 2026 12:00 PM ET
Kevin Kimbrough, CFP®, CLU, ChFC and Andy Winehouse, J.D. LL.M CE Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |
 | Ethical and Regulatory Risks of Artificial Intelligence in Advisory Practice Wed, Apr, 29 2026 12:00 PM ET
Richard Chen, Esq., Brightstar Law Group CE Eligible
IAR | RegisterLearn More | |
 | Charitable Giving After The SECURE 2.0 ACT Thu, Apr, 30 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 | |
 | How to smash marketing with AI in 2026 Tue, May, 5 2026 12:00 PM ET
Sara Grillo, CFA, Not CE Eligible | RegisterLearn More | |
 | Succession Planning: From Control to Continuity Wed, May, 6 2026 12:00 PM ET
Stephanie Bogan, Limitless Advisor Not CE Eligible | RegisterLearn More | |
 | Tax Deferral Strategies for Exiting Investment Real Estate: Comparing 721 UPREITs, DSTs, and Opportunity Zones Thu, May, 7 2026 12:00 PM ET
John Bacigalupi, Cantor Fitzgerald Asset Management CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA, CDFA | RegisterLearn More | |
 | What 10,000 Advisor–Client Conversations Reveal About the Best Use of AI Wed, May, 13 2026 12:00 PM ET
Eric Ludwig, PhD, CFP®, RICP®, The American College Not CE Eligible | RegisterLearn More | |
 | The 2026 Guide to Retirement: Spending, Care Planning & Protecting What Matters Most Thu, May, 14 2026 12:00 PM ET
Sharon Carson, JP Morgan Asset Management CE Eligible
CFP, CLU, ChFC, RICP, CDFA | RegisterLearn More | |
 | Estate Liquidity and Legacy Planning with Life Insurance Tue, May, 19 2026 12:00 PM ET
Alan Gassman, Esq., Kevin Kimbrough, CLU, CHFC, and Barry Flagg, CLU, ChFC CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | The Practical Guide to Divorce Financial Analysis Using Family Law Software Thu, May, 21 2026 12:00 PM ET
Ana Taitt, Esq. and Janet Rhodes Friedman, CFP®, CDFA® Not CE Eligible | RegisterLearn More | |
 | Trump Accounts: The Regulations Treasury Confirmed, What the Rules Still Leave Unanswered, and What Advisors Should Know Tue, May, 26 2026 12:00 PM ET
Denise Appleby, Appleby Consulting CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA, CDFA | RegisterLearn More | |
 | Tax Strategies for Residential Property Gains: Optimizing Client Outcomes Tue, Jun, 2 2026 12:00 PM ET
Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | Building a TIPS Ladder: A Step-by-Step Guide for Advisors Wed, Jun, 17 2026 12:00 PM ET
Jay Abolofia, PhD, CFP®, Lyon Financial Planning Not CE Eligible | RegisterLearn More | |
 | Aging Clients, Legal Capacity, and Elder Financial Protection: A Securities Attorney's Guide for RIAs and IARs Thu, Jun, 18 2026 12:00 PM ET
Approved for CE Credit in Year: 2026 Michelle Atlas-Quinn, J.D., AdvisorLaw CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Preparing for an SEC Exam and 2026 Exam Priorities Thu, Jun, 25 2026 12:00 PM ET
Approved for CE Credit in Year: 2026 Michelle Atlas-Quinn, J.D., AdvisorLaw CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | HSAs Revisited: What’s New, What’s Changed, and How Advisors Should Be Using Them Today Tue, Jun, 30 2026 12:00 PM ET
Roy Ramthun, CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
