 | Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 12.18.2025 Thu, Dec, 18 2025 02:00 PM ET
Approved for CE Credit in Year: 2025 Dale Krause CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 12.19.2025 Fri, Dec, 19 2025 09:00 AM ET
Approved for CE Credit in Year: 2025 Kristy Kennedy CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 12.19.2025 Fri, Dec, 19 2025 11:30 AM ET
Approved for CE Credit in Year: 2025 John Thompson CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 12.20.2025 Sat, Dec, 20 2025 09:00 AM ET
Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -12.20.2025 Sat, Dec, 20 2025 11:30 AM ET
Tom Duffy CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 12.22.2025 Mon, Dec, 22 2025 09:00 AM ET
Approved for CE Credit in Year: 2025 Dale Krause CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 12.22.2025 Mon, Dec, 22 2025 11:30 AM ET
Approved for CE Credit in Year: 2025 John Thompson CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 12.22.2025 Mon, Dec, 22 2025 02:00 PM ET
Approved for CE Credit in Year: 2025 Kristy Kennedy CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Storm-Proofing Retirement: How to Integrate Coastal Risk Into Financial Plans Tue, Jan, 6 2026 01:00 PM ET
Christopher Jackson, CFP®, CPJ Financial CE Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |
 | Just Divide It in Half — What’s So Hard?: Divorce Financial Analysis 101 Tue, Jan, 13 2026 01:00 PM ET
Kristen Shearin, JD, CDFA®, Institute of Divorce Financial Analysts CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | Selling Your Book of Business: Contracts, Privacy Laws, and the Movement of Client Data Wed, Jan, 14 2026 01:00 PM ET
Isaac Mamaysky, Esq., Potomac Law Group Not CE Eligible | RegisterLearn More | |
 | 2025 Tax Season Update: Beyond the One, Big, Beautiful Bill Thu, Jan, 15 2026 01:00 PM ET
Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | Budgeting for Happiness Wed, Jan, 21 2026 01:00 PM ET
Matt Goren, PhD CFP®, Danko Education Center CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | MAPTs and BDOTs - How They Work and When to Use Them Wed, Feb, 4 2026 12:00 PM ET
Scott Levin, J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®, Wescott Financial Advisory Group CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | PHILANTHROPIC OPPORTUNITIES WITH THE SECURE 2.0 ACT Thu, Feb, 5 2026 12:00 PM ET
Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®, CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | Tax Planning When Client Has Large Gain On Sale Of Home Tue, Mar, 3 2026 12:00 PM ET
Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | How Personalized Longevity Estimates Transform Social Security & Retirement Planning Thu, Mar, 5 2026 12:00 PM ET
K. Jeremy Ko, ShoreUp Retirement Solutions CE Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |
 | Life Insurance: The Facts They Don’t Teach You in CFP® Class Tue, Mar, 10 2026 12:00 PM ET
Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP®, Veralytic CE Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |
 | Unlock The Value of Life Insurance: The Who, What and Why of Life Settlements Thu, Mar, 12 2026 01:00 PM ET
Lisa Rehburg, CE Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |
 | Building a TIPS Ladder: A Step-by-Step Guide for Financial Planners Tue, Mar, 17 2026 12:00 PM ET
Jay Abolofia, PhD, CFP®, Lyon Financial Planning CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
