Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 12.18.2025
Presented by Dale Krause
Thursday, December 18, 2025 at 2:00 PM 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) - 12.19.2025
Presented by Kristy Kennedy
Friday, December 19, 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) - 12.19.2025
Presented by John Thompson
Friday, December 19, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025 YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 12.20.2025
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Saturday, December 20, 2025 at 9:00 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -12.20.2025
Presented by Tom Duffy
Saturday, December 20, 2025 at 11:30 AM ET YesCFP, CLU, ChFC, CPA, RICP, IAR Register Learn More 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 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 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 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