Understanding Trustee Responsibilities and Liabilities
Presented by Bill Waller, Esq. and Dave Long, J.D.
Wednesday, July 30, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities for Investment Adviser Reps
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Tuesday, August 5, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Tuesday, August 12, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, RICP, IAR Register Learn More Attracting the Female Dollar
Presented by Beth Fitzgerald and Holly Reimel
Wednesday, August 13, 2025 at 12:00 PM ET No Register Learn More How Much Do I Need To Retire?
Presented by Wade Pfau, PhD, CFA, RICP®,
Thursday, August 14, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, IAR, EA Register Learn More The Great Escape: How to Free Yourself from Client Fires and Daily Chaos
Presented by Josh Patrick, CFP, Financial Transitionist, Stage 2 Planning Partners
Tuesday, August 19, 2025 at 12:00 PM ET No Register Learn More Unlocking Meaning and Purpose in Financial Planning – Insights from The Purpose Code
Presented by Jordan Grumet,
Tuesday, August 26, 2025 at 12:00 PM ET No Register Learn More A Sequel: Best Practices for Protection against Cyber Threats
Presented by Aryn Johnson, Marsh McLennan Agency
Wednesday, August 27, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Health Insurance Planning for Pre-Medicare Clients: What Every Financial Advisor Should Know
Presented by Ron Mastriogiovanni, Healthview Services
Tuesday, September 23, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Cross-Border Clients: Navigating Tax and Planning Complexities for Expats and Dual Citizens
Presented by Edward Cole,
Thursday, October 9, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More Planning for Senior Living: Insights on Continuing Care Communities
Presented by Brad Breeding, CFP®, myLifeSite.net
Tuesday, October 14, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More Estate Planning for Childfree people: Strategies for Building a Lasting Legacy
Presented by Jay Zigmont, PhD, MBA, CFP®,
Tuesday, October 21, 2025 at 12:00 PM ET NoCFP, CLU, ChFC, CPA, RICP Register Learn More Unlocking the Power of Qualified Small Business Stock: What Every Advisor Should Know About §1202
Presented by Caleb Powers, U.S. Boston Growth Capital
Thursday, October 23, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More Building a TIPS Ladder: A Step-by-Step Guide for Financial Planners
Presented by Jay Abolofia, PhD, CFP®, Lyon Financial Planning
Thursday, October 30, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More Unlock The Value of Life Insurance: The Who, What and Why of Life Settlements
Presented by Lisa Rehburg,
Thursday, November 6, 2025 at 12:00 PM ET No Register Learn More Meet Industry-Changer Hannah Moore, CFP®
Presented by Hannah Moore, CFP®, Amplified Planning
Tuesday, November 11, 2025 at 12:00 PM ET No Register Learn More