 | 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, CPA, RICP, CDFA | RegisterLearn More | |
 | FPA Update: What’s New for Financial Planners, with CEO Dennis Moore Wed, Aug, 26 2026 12:00 PM ET
Dennis J. Moore, MBA, CFP®, Financial Planning Association Not CE Eligible | 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 | |
 | Estate Planning in a Large Exemption Landscape Tue, Sep, 1 2026 12:00 PM ET
Andy Weinhaus and Kevin Kimbrough CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA | RegisterLearn More | |
 | The Muscle Preservation Plate: Eating to Stay Strong and Maintain a Healthy Weight After 60 Wed, Sep, 2 2026 12:00 PM ET
Leslie Bonci, MPH, RDN, CSSD, LDN, FAND Not CE Eligible | 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 04:00 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 | |
 | 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 | |
 | What Happens When Social Security Runs Out: A Former SSA Deputy Commissioner Weighs the Options Wed, Sep, 23 2026 12:00 PM ET
Mark J. Warshawsky CE Eligible
CFP, CLU, ChFC, CPA, IAR | RegisterLearn More | |
 | What's Actually Working in Advisor Marketing? New Research from Kitces Presented by Mark Tenenbaum, Kitces Thu, Oct, 1 2026 12:00 PM ET
Matt Tenenbaum, Ph.D. Not CE Eligible | RegisterLearn More | |
 | The Rollover Rules - Applying Your Fiduciary Duty to IRA Rollovers Wed, Oct, 7 2026 12:00 PM ET
Michelle Atlas-Quinn, J.D., AdvisorLaw CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | 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 | |
 | The Insurance Side of Estate Planning: Protecting Trust Assets, Trustees & Beneficiaries Tue, Nov, 17 2026 12:00 PM ET
Aryn Johnson, Marsh McClennan CE Eligible
CFP, CLU, ChFC, CPA, RICP, CDFA | RegisterLearn More | |
