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Filter by CE: All . CFP® CE . IAR CE

Webinar Details
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
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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
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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
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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
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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
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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
Register
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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
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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
Register
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Chris Jackson
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
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Kristen
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
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Isaac Mamaysky
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
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Larry Pon
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
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Matt Goren
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
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Scott Levin
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
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Rick Peck
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
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Larry Pon
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
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Jeremy Ko
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
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Barry Flagg
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
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Lisa Rehburg
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
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Jay Abolofia
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
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