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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)
Scott Morrison
New Features in 529 Plans + Insights on the Trump Account

Presented by Scott Morrison, Saving for College

Yes
CFP, CLU, ChFC, RICP
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Melinda Caughill
What Financial Advisors and Their Clients Need to Know About Medicare Open Enrollment

Presented by Melinda Caughill, Medicare Expert, i65 Incorporated

Yes
CFP, CLU, ChFC, RICP
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The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 11.06.2025

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 11.07.2025

Presented by Dale Krause

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 11.07.2025

Presented by Kristy Kennedy

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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What Clients Need to Know when Changing their Residency (2 Products and Practices IAR CE) - 11.08.2025

Presented by Joseph Endres, Esq., Hodgson Russ

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 11.08.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 11.10.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 11.10.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -11.10.2025

Presented by Tom Duffy

Yes
CFP, CLU, ChFC, CPA, RICP
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Hannah Moore
Training Pathways for the Next Generation of Financial Planners with Industry Leader Hannah Moore, CFP®

Presented by Hannah Moore, CFP®, Amplified Planning

No
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Isaac Mamaysky
Noncompetes and Restrictive Covenants: What Every Financial Advisor Needs to KNOW

Presented by Isaac Mamaysky, Esq., Potomac Law Group

No
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Jim DiLellio
Maximize After-Tax Wealth in Retirement: Calculate OPTIMAL Distributions and Roth Conversions

Presented by Jim DiLelllio, Pepperdine University

No
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Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 11.13.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 11.14.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
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Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 11.14.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 11.15.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
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Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 11.15.2025

Presented by Wade Pfau, PhD, CFA, RICP®,

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 11.17.2025

Presented by Dale Krause

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 11.17.2025

Presented by Kristy Kennedy

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More