When Clients Lead Nonprofits: Communication Strategies for Successful Capital Campaigns
Presented by Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®
Thursday, December 3, 2026 at 12:00 PM ET No Register Learn More The Annual Insurance Checkup: Hidden Savings and Critical Coverage Gaps Your Clients Can’t Afford to Ignore
Presented by Aryn Johnson, Marsh McLennan Agency
Wednesday, January 6, 2027 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP 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 Financial Planning in the Age of Donor-Advised Funds: Insights and Practical Strategies for Advisor
Presented by Erinn Andrews and Danny Anderson
Tuesday, February 2, 2027 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More