 | 2025 Tax Season Update 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 | |
 | 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 | |
 | 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 | |
 | Critical Insights for Advising Clients on Rental Income Properties Tue, Mar, 24 2026 01:00 PM ET
Rich Arzaga, CFP®, CCIM, CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | QCDs and RMDs: A Smart Combo Thu, Apr, 2 2026 12:00 PM ET
Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
