Skip to main content

Use our convenient one-click registration to save your seat for any of our forthcoming live webinars.

I encourage you to use our our check the box feature below to register rest you for any of the 100+ live webinars we host each year.
Tom Dickson - Founder, Financial Experts Network

Webinar titleDate & TimeCE Eligible (Applicable Designations)
Harry
Protecting the Downside: How to Capture Equity Upside While Limiting Risk with Harry Mamaysky, Ph.D., QuantStreet Capital
Presented by: Harry Mamaysky, Ph.D., QuantStreet Capital
12:00 PM
Jul 15 2025 EDT
No

Register
Learn More
Tom Duffy
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 07.17.2025
Presented by: Tom Duffy
11:30 AM
Jul 17 2025 EDT
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
Michelle Atlas-Quinn
When It Might Be a Complaint: What Every Investment Adviser Rep Needs to Know
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw
03:00 PM
Jul 17 2025 EDT
Yes
CFP, CLU, ChFC, RICP, IAR
Register
Learn More
Michelle Atlas-Quinn
Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR Ethics CE) - 07.18.2025
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw
09:00 AM
Jul 18 2025 EDT
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
Michelle Atlas-Quinn
Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR Ethics CE) - 07.18.2025
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw
11:30 AM
Jul 18 2025 EDT
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
Wade Pfau
Tax-Efficiency for Retirement Spending (Approved for 2 IAR Products and Practices CE) - 07.19.2025
Presented by: Wade Pfau
09:00 AM
Jul 19 2025 EDT
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
Bob Keebler
What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 07.19.2024
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
11:30 AM
Jul 19 2025 EDT
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
Bob Keebler
Tax Planning Ideas for the Financial Advisor to Share with their Clients (Approved for 2 Prod and Pract IAR CE) - 07.19.2025
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
02:00 PM
Jul 19 2025 EDT
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
Tom Duffy
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 07.20.2025
Presented by: Tom Duffy
09:00 AM
Jul 20 2025 EDT
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
Michelle Atlas-Quinn
Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR Ethics CE Credits) - 07.20.2025
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw
11:30 AM
Jul 20 2025 EDT
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More