The Lifecycle of a Real Estate Investor
Presented by Louis J. Rogers, Capital Square
Tuesday, January 20, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More Member Update + Equity Comp Masterclass Preview
Presented by Tom Dickson and Aric Jacobson, JD, LLM, CFP®, CEP
Tuesday, January 20, 2026 at 4:00 PM ET No Register Learn More Budgeting for Happiness
Presented by Matt Goren, PhD CFP®, Danko Education Center
Wednesday, January 21, 2026 at 1:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More Leveraging Life Insurance for Impact: Charitable Giving Strategies for Financial Advisors
Presented by Jason Watt, J.D., CPA, MBA, DAFgiving360™ | Charles Schwab
Thursday, January 22, 2026 at 1:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More End Of Life Planning When Dementia Is A Real Risk
Presented by Veronica Darling, J.D. and Jessica Empeño, MSW, APHSW-C
Tuesday, January 27, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More Optimizing Retirement Income: Modeling Tax-Efficient Decumulation and Social Security Strategies with Income Lab
Presented by Justin Fitzpatrick, Income Labs
Wednesday, January 28, 2026 at 1:00 PM ET No Register Learn More Modern Retirement Theory (MRT): Retirement Planning through 4 prioritized funds
Presented by Jason Branning, CFP®, RICP® and M. Ray Grubbs, PhD
Thursday, January 29, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More Advanced Trust Strategies for Asset Protection, Tax Efficiency, and Long-Term Care
Presented by Scott Levin, J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®, Wescott Financial Advisory Group
Wednesday, February 4, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More Nutrition in the Kitchen: Start 2026 Healthy
Presented by Leslie Bonci, MPH, RD, CSSD, LDN,
Thursday, February 5, 2026 at 1:00 PM ET No Register Learn More Demystifying Permanent Life Insurance — What Every CFP Should Know
Presented by Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP® and Kevin Kimbrough CFP®, CLU, ChFC
Tuesday, February 17, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More Critical Planning Ideas for the Mass Affluent
Presented by Bob Keebler, CPA, AEP, Keebler and Associates
Wednesday, February 18, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR, EA Register Learn More Storm-Proofing Retirement: How to Integrate Coastal Risk Into Financial Plans
Presented by Christopher Jackson, CFP®, CPJ Financial
Thursday, February 19, 2026 at 1:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More Unique Liability Exposures of the Affluent
Presented by Aryn Johnson, CAPI, CPRIA, Marsh McClennan Agency
Thursday, February 26, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More Tax Planning When Client Has Large Gain On Sale Of Home
Presented by Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP,
Tuesday, March 3, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More How Personalized Longevity Estimates Transform Social Security & Retirement Planning
Presented by K. Jeremy Ko, ShoreUp Retirement Solutions
Thursday, March 5, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More Unlock The Value of Life Insurance: The Who, What and Why of Life Settlements
Presented by Lisa Rehburg,
Thursday, March 12, 2026 at 1:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More Code of Ethics and Standards of Conduct: Mandatory Ethics CE for CFPs and IARs
Presented by Tom Duffy, CFP™, MBA, Jersey Shore Financial Advisors, LLC
Monday, March 16, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More Building a TIPS Ladder: A Step-by-Step Guide for Financial Planners
Presented by Jay Abolofia, PhD, CFP®, Lyon Financial Planning
Tuesday, March 17, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More Beyond OBBBA, Part 2: New Trump-Era Tax Proposals and Planning Opportunities
Presented by Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP,
Wednesday, March 18, 2026 at 1:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More Critical Insights for Advising Clients on Rental Income Properties
Presented by Rich Arzaga, CFP®, CCIM,
Tuesday, March 24, 2026 at 1:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More