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CE Palooza

Sponsor: Legendary Capital

Event Name: CE Palooza

Host: Legendary Capital

Date: December 3rd, 2025

Event Type: Virtual

Description of Event:

We are proud to announce our inaugural CE Palooza event which will have continuing education credits for CFP, I&WI, and NASAA IAR.

Some of the presentations will also qualify for NASBA CPA credits.
Please see below for more details.

This will be a 6-session event across 2 days. Each session will be an hour each and you can select one or multiple on the registration page. This is a chance to get all 6 of your CE product credits for the year!

DAY 1 – Wednesday, December 3
12:30 p.m. EST: Lighthouse Life Capital
Unlocking Value: How Life Settlements Create Opportunities for Seniors and Investors
CFP, NASAA IAR, CIMA®, RWA®, CIMC®, & CPWA®

2 p.m. EST: Legendary Capital

Tax Planning Tools in Investment Execution
CFP, CPA, NASAA IAR, CIMA®, RWA®, CIMC®, & CPWA®

3:30 p.m. EST: Ancorato

A Framework for Risk Mitigation: Inside Ancorato’s Diversified Structured Notes Strategies
CFP, NASAA IAR, CIMA®, RWA®, CIMC®, & CPWA®

DAY 2 – Thursday, December 4

12:30 p.m. EST: Centra Capital Partners
Housing Crisis, Hidden Opportunity: The Investment Case for Single-Family Homes
CFP, NASAA IAR, CIMA®, RWA®, CIMC®, & CPWA®

2 p.m. EST: Invia Capital

Tax Mitigation Through Land Donation
CFP, CPA, NASAA IAR, CIMA®, RWA®, CIMC®, & CPWA®

3:30 p.m. EST: Eagle Eye Funds

Tax-Advantaged Investing in Oil & Gas
CFP, CPA, NASAA IAR, CIMA®, RWA®, CIMC®, & CPWA®

Event Webpage/Registration info: Click here to register!