The Investment Advisers Act Marketing Rule in 2026
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Thursday, July 16, 2026 at 12:00 PM ET Approved for CE Credit in Year: 2026 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Raising Financially Capable Teens: Helping Families Build Healthy Money Mindsets
Presented by Adam Kohl,
Thursday, July 30, 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,
Tuesday, August 4, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More SE Tax for LLCs & S Corps: The Limited Partner Loophole, 5th Circuit Fallout & Reasonable Comp Battles
Presented by Larry Pon, CPA, AEP,
Tuesday, August 11, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More The Childfree Economy: How 25% of Americans Are Reshaping Financial Planning, Markets, and Retirement
Presented by Jay Zigmont, PhD, MBA, CFP®, Childfree Wealth
Tuesday, August 25, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, RICP, CDFA Register Learn More