2026 Continuing Education Webinars

Presented by Shawn Britt

Many clients are unprepared for the financial and personal impact of a care event. This CE-eligible course helps financial professionals recognize common misconceptions, understand client perspectives and guide meaningful planning conversations. Participants explore a four-step framework for developing a care plan, along with funding solutions and tools to estimate future care costs.

Presented by Doug Ewing

Charitable giving is an important part of holistic financial planning, yet clients may be unaware of how to align philanthropy with their tax, legacy, and beneficiary goals. This course will help financial professionals evaluate charitable-giving options for their clients and develop a plan that fits their objectives.