Oct 27 Tue 12:00 PM 1 CE Credit |  | Credit Across the Family: How to Bring Up Credit Before It Becomes a Barrier to Your Clients’ Goals With Abigail Golder, IDIQ IAR CE Product and Practices | RegisterLearn More |
Oct 28 Wed 12:00 PM 1 CE Credit |  | The Hidden Forces Motivating Your Client Decisions With Michael Ervolini, Distinguished Fellow at FactSet
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Oct 29 Thu 12:00 PM 1 CE Credit |  | Financial Planner's Process for Guiding Clients Through Long-Term Care Decisions With Jason Hochstadt, CFP®, AIF®, JEDI MANAGEMENT, INC. (and LIFECO ASSOCIATES, INC.
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Nov 3 Tue 12:00 PM 1 CE Credit |  | Opportunity Zones 2.0: What Financial Advisors Need to Know Now With John Bacigalupi, SVP – Regional Director & National Private Markets Specialist at Cantor Fitzgerald Asset Management
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Nov 4 Wed 12:00 PM 1 CE Credit |  | Partnering with Advisors & Clients in Values-Driven Philanthropy With Rick Peck and Scott Coulter
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Nov 5 Thu 12:00 PM 1 CE Credit |  | Year-End Tax Planning for Financial Advisors: Know What You Owe, Fix What You Can With Catherine Tindall, CPA, Dominion Enterprise Services
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Nov 10 Tue 12:00 PM 1 CE Credit |  | Helping High-Asset Clients Qualify for Home Financing: A Practical Guide to Non-QM Loans With Dan Williams, Todd Swanson, and John Thompson, CLA
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Nov 10 Tue 12:00 PM 1.5 CE Credit |  | Estate Liquidity and Legacy Planning with Life Insurance With Alan Gassman, Esq., Kevin Kimbrough, CLU, CHFC, and Barry Flagg, CLU, ChFC
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Nov 17 Tue 12:00 PM 1 CE Credit |  | The Insurance Side of Estate Planning: Protecting Trust Assets, Trustees & Beneficiaries With Aryn Johnson, Marsh McClennan
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Dec 1 Tue 12:00 PM Not CE Eligible |  | The FinServ Foundation: Building the Future of Financial Services Through Mentorship, Coaching, and Conference Access With Victoria O'Tool, Executive Director of the FinServ Foundation
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Dec 2 Wed 12:00 PM 1 CE Credit |  | A Holistic Approach to Tax-Efficiency in Early-Stage Retirement Income Decisions With Jim DiLellio, Graziadio Business School, Pepperdine University
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Dec 3 Thu 12:00 PM Not CE Eligible |  | When Clients Lead Nonprofits: Communication Strategies for Successful Capital Campaigns With Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®
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Jan 6 Wed 12:00 PM 1 CE Credit |  | The Annual Insurance Checkup: Hidden Savings and Critical Coverage Gaps Your Clients Can’t Afford to Ignore With Aryn Johnson, Marsh McLennan Agency
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Jan 14 Thu 12:00 PM Not CE Eligible |  | Building an Effective PR & Marketing Program for Financial Advisors With Jody Lowe:, The Lowe Group
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Jan 19 Tue 12:00 PM 1 CE Credit |  | SE Tax for LLCs & S Corps: The Limited Partner Loophole, 5th Circuit Fallout & Reasonable Comp Battles With Larry Pon, CPA, AEP,
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Jan 21 Thu 12:00 PM 1 CE Credit |  | Four Retirement Realities (and What to Do About Them) with David Blanchett With David Blanchett, PhD, CFA, CFP®, Prudential Financial - CFP
- CLU
- ChFC
- CPA
- RICP
- IAR
- EA
- CDFA
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Feb 2 Tue 12:00 PM 1 CE Credit |  | Financial Planning in the Age of Donor-Advised Funds: Insights and Practical Strategies for Advisor With Erinn Andrews and Danny Anderson
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Mar 2 Tue 12:00 PM 1 CE Credit |  | Real Risks, Wrong Conclusions: Helping Clients Tell Economic Fear from Portfolio Action With David Bahnsen, The Bahnsen Group
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Apr 27 Tue 12:00 PM 2 CE Credit |  | Ethics CE for CFPs With Tom Duffy, CFP™, MBA, Jersey Shore Financial Advisors, LLC
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