Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 12.22.2025
Presented by Dale Krause
Monday, December 22, 2025 at 9:00 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn 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
Presented by John Thompson
Monday, December 22, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 12.22.2025
Presented by Kristy Kennedy
Monday, December 22, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Storm-Proofing Retirement: How to Integrate Coastal Risk Into Financial Plans
Presented by Christopher Jackson, CFP®, CPJ Financial
Tuesday, January 6, 2026 at 1:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More Nutrition in the Kitchen: Start 2026 Healthy
Presented by Leslie Bonci, MPH, RD, CSSD, LDN,
Wednesday, January 7, 2026 at 12:00 PM ET No Register Learn More The Missing Piece In Client Decision Making
Presented by Susan Bradley, CFP®, CeFT®, Sudden Money Institute
Thursday, January 8, 2026 at 1:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More Just Divide It in Half — What’s So Hard?: Divorce Financial Analysis 101
Presented by Kristen Shearin, JD, CDFA®, Institute of Divorce Financial Analysts
Tuesday, January 13, 2026 at 1:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More Selling Your Book of Business: Contracts, Privacy Laws, and the Movement of Client Data
Presented by Isaac Mamaysky, Esq., Potomac Law Group
Wednesday, January 14, 2026 at 1:00 PM ET No Register Learn More 2025 Tax Season Update: Beyond the One, Big, Beautiful Bill
Presented by Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP,
Thursday, January 15, 2026 at 1:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More The 5 Most Powerful Strategies to Reduce State Estate & Inheritance Taxes
Presented by Alan Gassman, J.D., LL.M., Gassman and Associates
Monday, January 19, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More 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 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 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 MAPTs and BDOTs - How They Work and When to Use Them
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 PHILANTHROPIC OPPORTUNITIES WITH THE SECURE 2.0 ACT
Presented by Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®,
Thursday, February 5, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA 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 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