Upcoming 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 title	Date & time	CE Eligible (Applicable Designations)
Rethinking Retirement Spending Advice + Tax Optimization for Pre-Retirees & Retirees Presented by Justin Fitzpatrick, PhD, CFA, CFP, IncomeLab Learn More >	Thursday, June 11, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA	Register Learn More
Tax-Efficient Diversification of Highly Appreciated Stock Positions with 351 ETF Exchanges Presented by Phillip Toews and Eben Burr Learn More >	Tuesday, June 16, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP, CDFA	Register Learn More
Building a TIPS Ladder: A Step-by-Step Guide for Advisors Presented by Jay Abolofia, PhD, CFP®, Lyon Financial Planning Learn More >	Wednesday, June 17, 2026 at 12:00 PM ET	No	Register Learn More
Aging Clients, Legal Capacity, and Elder Financial Protection: A Securities Attorney's Guide for RIAs and IARs Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Thursday, June 18, 2026 at 12:00 PM ET Approved for CE Credit in Year: 2026	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Unlock the Hidden Side of Your Clients’ Portfolios: Rental Properties (Part 2 – Advanced Strategies for Financial Advisors) Presented by Dan WIlliams and Todd Swanson Learn More >	Tuesday, June 23, 2026 at 12:00 PM ET	No	Register Learn More
Financial Readiness: Helping Clients Before Life Happens Presented by Tony Steuer, CLU, LA, CPFFE and Marie Burns, CFP Learn More >	Wednesday, June 24, 2026 at 12:00 PM ET	No	Register Learn More
Preparing for an SEC Exam and 2026 Exam Priorities Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Thursday, June 25, 2026 at 12:00 PM ET Approved for CE Credit in Year: 2026	Yes CPA, IAR	Register Learn More
HSAs Revisited: What’s New, What’s Changed, and How Advisors Should Be Using Them Today Presented by Roy Ramthun, Learn More >	Tuesday, June 30, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Navigating Family Dynamics in Senior Living Decisions Presented by Kristy Kennedy and Ginger Noce Learn More >	Wednesday, July 1, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP	Register Learn More
When Clients Don’t Follow the Plan: Techniques from Client Psychology Presented by Dr. Megan McCoy, Ph.D., LMFT, AFC®, CFT™, Kansas State University Learn More >	Tuesday, July 7, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	Register Learn More
How to Create Videos Without Making it a Full-Time Job: A Real Advisor Opens His Playbook Presented by Laura Garfield and Casey Pascuzzi, CWS® Learn More >	Wednesday, July 8, 2026 at 12:00 PM ET	No	Register Learn More
The Investment Advisers Act Marketing Rule in 2026 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Thursday, July 16, 2026 at 12:00 PM ET Approved for CE Credit in Year: 2026	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Mastering Credit Scores: What Financial Advisors Need to Know to Help Clients Build, Protect & Optimize Their Credit Presented by Tiffany Cross, Identity IQ Learn More >	Wednesday, July 22, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	Register Learn More
Raising Financially Capable Teens: Helping Families Build Healthy Money Mindsets Presented by Adam Kohl, Learn More >	Thursday, July 30, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Beyond OBBBA, Part 2: New Trump-Era Tax Proposals and Planning Opportunities Presented by Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, Learn More >	Wednesday, August 5, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
The Childfree Economy: How 25% of Americans Are Reshaping Financial Planning, Markets, and Retirement Presented by Jay Zigmont, PhD, MBA, CFP®, Childfree Wealth Learn More >	Tuesday, August 25, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP, CDFA	Register Learn More
Tax-Efficient Retirement Income and Wealth Preservation with Life Insurance Presented by Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP® and Kevin Kimbrough, CFP®, CLU, ChFC Learn More >	Thursday, August 27, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP	Register Learn More
Tax Deductions and Strategies for Clients in Continuing Care Retirement Communities (CCRCs) Presented by Larry Pon, CPA and Brad Breeding, CFP® Learn More >	Tuesday, September 15, 2026 at 12:00 PM ET	No	Register Learn More
Helping High-Asset Clients Qualify for Home Financing: A Practical Guide to Non-QM Loans Presented by Dan Williams, Todd Swanson, and John Thompson, CLA Learn More >	Thursday, September 17, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	Register Learn More
Ethics CE for CFPs Presented by Tom Dufy, CFP, Learn More >	Tuesday, September 22, 2026 at 12:00 PM ET	Yes CFP	Register Learn More

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