 | 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 | |
 | 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® Not CE Eligible | 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 | |
 | Ethics CE for CFPs Tue, Sep, 22 2026 12:00 PM ET
Tom Dufy, CFP, CE Eligible
CFP | RegisterLearn More | |
