FPA Update: What’s New for Financial Planners, with CEO Dennis Moore
Presented by Dennis J. Moore, MBA, CFP®, Financial Planning Association
Wednesday, August 26, 2026 at 12:00 PM ET No Register Learn More Estate Planning in a Large Exemption Landscape
Presented by Andy Weinhaus and Kevin Kimbrough
Tuesday, September 1, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA Register Learn More Eat Smart, Not Just Less: Nutrition for GLP-1 Weight Loss
Presented by Leslie Bonci, MPH, RDN, CSSD, LDN, FAND
Wednesday, September 2, 2026 at 12:00 PM ET No Register Learn More Understanding Daily Money Managers: A Hidden Resource for Financial Advisors and CPAs
Presented by Sharon Zissman, American Association of Daily Money Managers
Thursday, September 3, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA, CDFA Register Learn More Planning for Single Women
Presented by Heather Zack, JD, LLM, MSFP,, Carson Wealth Management
Thursday, September 10, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA Register Learn More Tax Deductions and Strategies for Clients in Continuing Care Retirement Communities (CCRCs)
Presented by Larry Pon, CPA and Brad Breeding, CFP®
Tuesday, September 15, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA Register Learn More The Investment Advisers Act Marketing Rule in 2026
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Tuesday, September 15, 2026 at 2:00 PM ET Approved for CE Credit in Year: 2026 YesCPA, IAR Register Learn More Aging Clients, Legal Capacity, and Elder Financial Protection: A Securities Attorney's Guide for RIAs and IARs
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Tuesday, September 15, 2026 at 4:00 PM ET Approved for CE Credit in Year: 2026 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Designing More Reliable Retirement Income: What the Research Reveals
Presented by Wade Pfau, PhD, CFA, RICP®
Wednesday, September 16, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Helping High-Asset Clients Qualify for Home Financing: A Practical Guide to Non-QM Loans
Presented by Dan Williams, Todd Swanson, and John Thompson, CLA
Thursday, September 17, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA, CDFA Register Learn More Tax-Smart Charitable Giving After the OBBBA
Presented by Larry Pon, CPA, AEP and Rick Peck, CFP®, CAP
Friday, September 18, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA Register Learn More Ethics CE for CFPs
Presented by Tom Duffy, CFP,
Tuesday, September 22, 2026 at 12:00 PM ET YesCFP Register Learn More What Happens When Social Security Runs Out: A Former SSA Deputy Commissioner Weighs the Options
Presented by Mark J. Warshawsky
Wednesday, September 23, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, IAR Register Learn More What's Actually Working in Advisor Marketing? New Research from Kitces Presented by Mark Tenenbaum, Kitces
Presented by Matt Tenenbaum, Ph.D.
Thursday, October 1, 2026 at 12:00 PM ET No Register Learn More The Rollover Rules - Applying Your Fiduciary Duty to IRA Rollovers
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Wednesday, October 7, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Building an Effective PR & Marketing Program for Financial Advisors
Presented by Jody Lowe:, The Lowe Group
Thursday, October 29, 2026 at 12:00 PM ET No Register Learn More Estate Liquidity and Legacy Planning with Life Insurance
Presented by Alan Gassman, Esq., Kevin Kimbrough, CLU, CHFC, and Barry Flagg, CLU, ChFC
Tuesday, November 10, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More The Insurance Side of Estate Planning: Protecting Trust Assets, Trustees & Beneficiaries
Presented by Aryn Johnson, Marsh McClennan
Tuesday, November 17, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, CDFA Register Learn More The FinServ Foundation: Building the Future of Financial Services Through Mentorship, Coaching, and Conference Access
Presented by Victoria O'Tool, Executive Director of the FinServ Foundation
Tuesday, December 1, 2026 at 12:00 PM ET No Register Learn More A Holistic Approach to Tax-Efficiency in Early-Stage Retirement Income Decisions
Presented by Jim DiLellio, Graziadio Business School, Pepperdine University
Wednesday, December 2, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More