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 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 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 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 Life Insurance: The Facts They Don’t Teach You in CFP® Class
Presented by Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP®, Veralytic
Tuesday, March 10, 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 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 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 QCDs and RMDs: A Smart Combo
Presented by Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP,
Thursday, April 2, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More