Upcoming Webinars

	Webinar Details
	The FinServ Foundation: Building the Future of Financial Services Through Mentorship, Coaching, and Conference Access Tue, Dec, 1 2026 12:00 PM ET Victoria O'Tool, Executive Director of the FinServ Foundation Not CE Eligible	Register Learn More
	When Clients Lead Nonprofits: Communication Strategies for Successful Capital Campaigns Thu, Dec, 3 2026 12:00 PM ET Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy® Not CE Eligible	Register Learn More
	The Annual Insurance Checkup: Hidden Savings and Critical Coverage Gaps Your Clients Can’t Afford to Ignore Wed, Jan, 6 2027 12:00 PM ET Aryn Johnson, Marsh McLennan Agency CE Eligible CFP, CLU, ChFC, CPA, RICP	Register Learn More
	SE Tax for LLCs & S Corps: The Limited Partner Loophole, 5th Circuit Fallout & Reasonable Comp Battles Tue, Jan, 19 2027 12:00 PM ET Larry Pon, CPA, AEP, CE Eligible CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
	Financial Planning in the Age of Donor-Advised Funds: Insights and Practical Strategies for Advisor Tue, Feb, 2 2027 12:00 PM ET Erinn Andrews and Danny Anderson CE Eligible CFP, CLU, ChFC, CPA, RICP	Register Learn More

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