 | 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 | |
 | Advanced Tax-Deferred Real Estate Strategies Thu, Aug, 6 2026 12:00 PM ET
Weiming Peng, Not CE Eligible | RegisterLearn More | |
 | CFP Board Update: What’s Ahead for CFP® Professionals Mon, Aug, 10 2026 03:00 PM ET
K. Dane Snowden, CFP Board Not CE Eligible | RegisterLearn More | |
 | IRMAA: What Financial Advisors Should Know About Medicare Surcharge Premiums Tue, Aug, 11 2026 12:00 PM ET
Larry Pon, CPA, AEP, CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA | RegisterLearn More | |
 | The Rise of State-Run Retirement Plans: What Advisors Need to Know Now Wed, Aug, 12 2026 12:00 PM ET
Angela Antonelli and Peter S. Thompson CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA, CDFA | RegisterLearn More | |
 | Long-Term Care Planning in 2026: What Clients Expect—and How Advisors Can Respond Tue, Aug, 18 2026 12:00 PM ET
Shawn Britt, Nationwide Retirement Institute CE Eligible
CFP, CLU, ChFC, RICP, CDFA | 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 Eligible
CFP, CLU, ChFC, CPA, RICP, EA, CDFA | 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 | |
 | Understanding Daily Money Managers: A Hidden Resource for Financial Advisors and CPAs Thu, Sep, 3 2026 12:00 PM ET
Sharon Zissman, American Association of Daily Money Managers CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA, CDFA | RegisterLearn More | |
 | Planning for Single Women Thu, Sep, 10 2026 12:00 PM ET
Heather Zack, JD, LLM, MSFP,, Carson Wealth Management CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA | 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® CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA | RegisterLearn More | |
 | The Investment Advisers Act Marketing Rule in 2026 Tue, Sep, 15 2026 02:00 PM ET
Approved for CE Credit in Year: 2026 Michelle Atlas-Quinn, J.D., AdvisorLaw CE Eligible
CPA, IAR | RegisterLearn More | |
 | Aging Clients, Legal Capacity, and Elder Financial Protection: A Securities Attorney's Guide for RIAs and IARs Tue, Sep, 15 2026 03:45 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 | |
 | Designing More Reliable Retirement Income: What the Research Reveals Wed, Sep, 16 2026 12:00 PM ET
Wade Pfau, PhD, CFA, RICP® CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Helping High-Asset Clients Qualify for Home Financing: A Practical Guide to Non-QM Loans Thu, Sep, 17 2026 12:00 PM ET
Dan Williams, Todd Swanson, and John Thompson, CLA CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA, CDFA | RegisterLearn More | |
 | Tax-Smart Charitable Giving After the OBBBA Fri, Sep, 18 2026 12:00 PM ET
Larry Pon, CPA, AEP and Rick Peck, CFP®, CAP CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA | RegisterLearn More | |
 | Ethics CE for CFPs Tue, Sep, 22 2026 12:00 PM ET
Tom Dufy, CFP, CE Eligible
CFP | RegisterLearn More | |
 | Building an Effective PR & Marketing Program for Financial Advisors Thu, Oct, 29 2026 12:00 PM ET
Jody Lowe:, The Lowe Group Not CE Eligible | RegisterLearn More | |
 | Estate Liquidity and Legacy Planning with Life Insurance Tue, Nov, 10 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 | |
