 | 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
Approved for CE Credit in Year: 2026 Denise Appleby, Appleby Consulting CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA | RegisterLearn More | |
 | College Admissions Has Changed—What Advisors Need to Know Now Thu, May, 28 2026 12:00 PM ET
Brennan Barnard, M.Ed. and Rick Clark CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR, 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 | |
 | Unique Calculator for Modeling 1031 Real Estate Exchanges Thu, Jun, 4 2026 12:00 PM ET
Ray Simmons, Enrolled Agent, Exchange Planning Corp. Not CE Eligible | 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 | |
 | Unlock the Hidden Side of Your Clients’ Portfolios: Rental Properties (Part 2 – Advanced Strategies for Financial Advisors) Tue, Jun, 23 2026 12:00 PM ET
Dan WIlliams and Todd Swanson Not CE Eligible | 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 | |
 | Navigating Family Dynamics in Senior Living Decisions Wed, Jul, 1 2026 12:00 PM ET
Kristy Kennedy and Ginger Noce CE Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |
 | When Clients Don’t Follow the Plan: Techniques from Client Psychology Tue, Jul, 7 2026 12:00 PM ET
Dr. Megan McCoy, Ph.D., LMFT, AFC®, CFT™, Kansas State University CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA, CDFA | RegisterLearn More | |
 | How to Create Videos Without Making it a Full-Time Job: A Real Advisor Opens His Playbook Wed, Jul, 8 2026 12:00 PM ET
Laura Garfield and Casey Pascuzzi, CWS® Not CE Eligible | RegisterLearn More | |
 | The Investment Advisers Act Marketing Rule in 2026 Thu, Jul, 16 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 | |
 | Raising Financially Capable Teens: Helping Families Build Healthy Money Mindsets Thu, Jul, 30 2026 12:00 PM ET
Adam Kohl, CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | 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 Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | SE Tax for LLCs & S Corps: The Limited Partner Loophole, 5th Circuit Fallout & Reasonable Comp Battles Tue, Aug, 11 2026 12:00 PM ET
Larry Pon, CPA, AEP, CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | 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 Eligible
CFP, CLU, ChFC, RICP, CDFA | 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 Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |
