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Rethinking Tax-Efficient Income Generation
Presented by: Troy Cates, Garrett Paolella, & Cinthia Murphy
June 08, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Why Now is the REIT Moment
Presented by: Karl Zeller, Nick Tannura, & Roxanna Islam, CFA, CAIA
June 09, 2026 at 12:30 PM EDT – Length: 30 Minutes
Activating fixed income portfolios
Presented by: Justin Danfield, CFA & Roxanna Islam, CFA, CAIA
June 11, 2026 at 12:30 PM EDT – Length: 30 Minutes
Variable annuities, income riders, and retirement income innovations
Presented by: Alex Samoila, Wade D. Pfau, Ph.D., CFA, RICP, Christopher Funk & Kirsten Chang
June 12, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
BCSM: Where Small-Cap Upside Meets Large-Cap Stability in an Active ETF
Presented by: Randy Gwirtzman & Roxanna Islam, CFA, CAIA
June 15, 2026 at 12:30 PM EDT – Length: 30 Minutes
Bitcoin, Bitcoin Mining, and Digital Power
Presented by: James Butterfill, Matthew Kimmell, & Kirsten Chang
June 22, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
When Markets Diverge: Finding Opportunity with Free Cash Flow
Presented by: Lance Humphrey, CFA & Michael Mack
June 23, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
2026 Midyear Market Outlook Symposium
Presented by: VettaFi Partners
June 25, 2026 at 11:00 AM EDT – Length: 120 Minutes
approved for 2.0 CE credits
The Quiet Boom in Autocallable ETFs
Presented by: Will Rhind & Cinthia Murphy
June 26, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
The S&P 500 Buyback Aristocrats: Quality Through Consistency
Presented by: Simeon Hyman, CFA, Kieran Kirwan, CAIA, & Cinthia Murphy
June 29, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Why Munis Matter in 2026
Presented by: Danny Schwab*, Greg Steier, Craig Schwalb, & Roxanna Islam, CFA, CAIA
June 30, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
The Robot in the Room: Physical AI, Humanoids, and the Careers Your Clients' Kids Will Actually Have
Presented by: Illah Nourbakhsh & Zeno Mercer
July 16, 2026 at 11:00 AM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Automating America: The New Wave of Robotics Demand
Presented by: Morten Paulsen & Zeno Mercer
August 11, 2026 at 04:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
The importance of hedging foreign currency exposure in your equity portfolio
Presented by: Daniel McCabe, Stuart Thomas & Kirsten Chang
August 31, 2026 at 12:30 PM EDT – Length: 30 Minutes
2027 Market Outlook Symposium
Presented by: VettaFi Partners
November 12, 2026 at 11:00 AM EST – Length: 60 Minutes
approved for 1.0 CE credits
