Modern Retirement Theory (MRT): Retirement Planning through 4 prioritized funds
Presented by Jason Branning, CFP®, RICP® and M. Ray Grubbs, PhD
Thursday, January 29, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, RICP 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 Tax Planning When Client Has Large Gain On Sale Of Home
Presented by Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP,
Tuesday, March 3, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More How Personalized Longevity Estimates Transform Social Security & Retirement Planning
Presented by K. Jeremy Ko, ShoreUp Retirement Solutions
Thursday, March 5, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, RICP 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 How Advisors Support Aging Clients & Their Families Through Aging-Care Challenges
Presented by Lauren Clough, bQuest
Tuesday, March 31, 2026 at 1:00 PM ET No Register Learn More QCDs and RMDs: A Smart Combo
Presented by Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP,
Thursday, April 2, 2026 at 12:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More