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CFP
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EA
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IAR PP
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OCT

20

7 PM UTC

When Roth Conversions Go Wrong: 5 Operational Errors That Can Undo An Otherwise Sound Strategy

CE Webinar

CFP® - 1.5
NASBA/CPE - 1.5
EA - 1
IWI General - 1.5
IWI TR - 1.5
IAR (PP) - 1.5
American College - 1.5

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NOV

5

8 PM UTC

Incentive Stock Options: Evaluating Tax-Efficient Exercise Strategies And The Costs Of Holding Vs. Selling

CE Webinar

CFP® - 1.5
NASBA/CPE - 1.5
IWI General - 1.5
IAR (PP) - 1.5
American College - 1.5

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NOV

17

8 PM UTC

Year End Tax Planning

CE Webinar

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DEC

1

8 PM UTC

Powerful Tax Planning Strategies Through Four Stages of Retirement

CE Webinar

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DEC

10

5 PM UTC

Financial Planning Value Summit 2026 - Save The Date

Value Summit

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DEC

15

8 PM UTC

Tax-Efficient Withdrawal Strategies In Retirement

CE Webinar

CFP® - 1.5
NASBA/CPE - 1.5
IWI General - 1.5
IAR (PP) - 1.5
American College - 1.5

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FEB

11

4 PM UTC

Tax Intensive CE Day 2027

CE Intensive

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