When Clients Don’t Follow the Plan: Techniques from Client Psychology
Presented by Dr. Megan McCoy, Ph.D., LMFT, AFC®, CFT™, Kansas State University
Tuesday, July 7, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA, CDFA 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