10 Things Every Financial Advisor Should Know Before Clients Buy in a Condo or HOA Community
Presented by Mark Grant, Esq., Greenspoon Marder LLP
Tuesday, September 30, 2025 at 12:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More Cross-Border Clients: Navigating Tax and Planning Complexities for Expats and Dual Citizens
Presented by Edward Cole,
Tuesday, September 30, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More Helping Families Navigate Aging with Confidence
Presented by Lauren Clough, BQuest
Wednesday, October 8, 2025 at 12:00 PM ET No 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 Noncompetes and Restrictive Covenants: What Every Financial Advisor Needs to KNOW
Presented by Isaac Mamaysky, Esq., Potomac Law Group
Wednesday, November 12, 2025 at 1:00 PM ET No Register Learn More Unlock the Hidden Side of Your Clients’ Portfolios: Rental Properties
Presented by Dan Williams and Todd Swanson
Tuesday, November 18, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, CPA, RICP Register Learn More What JPMorgan Sees Coming: 30 Years of Market Wisdom
Presented by Philip Camporeale, J.P. Morgan Asset Management
Thursday, December 11, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More The Four Buckets Framework: A Post-COVID Shift in Retirement Income Planning
Presented by Ethan Lohr, CFP, Lohr & Company
Tuesday, December 16, 2025 at 1:00 PM ET YesCFP, CLU, ChFC, CPA, RICP, EA Register Learn More Storm-Proofing Retirement: How to Integrate Coastal Risk Into Financial Plans
Presented by Christopher Jackson, CFP®, CPJ Financial
Tuesday, January 6, 2026 at 1:00 PM ET YesCFP, CLU, ChFC, RICP Register Learn More Selling Your Book of Business: Contracts, Privacy Laws, and the Movement of Client Data
Presented by Isaac Mamaysky, Esq., Potomac Law Group
Wednesday, January 14, 2026 at 1:00 PM ET No Register Learn More