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 No 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 Ethics CE for CFPs
Presented by Tom Dufy, CFP,
Tuesday, September 22, 2026 at 12:00 PM ET YesCFP 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 SE Tax for LLCs & S Corps: The Limited Partner Loophole, 5th Circuit Fallout & Reasonable Comp Battles
Presented by Larry Pon, CPA, AEP,
Tuesday, January 19, 2027 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More