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)
How to Automate Tax-Smart Portfolio Management Presented by Ben Littman, CFP, MBA, Pure Financial Learn More >	Thursday, April 9, 2026 at 1:00 PM ET	No	Register Learn More
CFP® Developed Software for Analyzing Investment Properties Presented by Dillon Kenniston, CFP, Learn More >	Tuesday, April 14, 2026 at 12:00 PM ET	No	Register Learn More
Cross-Border Financial Planning: Tax, Residency, and Wealth Considerations for Clients Moving Abroad Presented by Matt Goren, PhD CFP®, Brett Danko Education Center Learn More >	Tuesday, April 21, 2026 at 1:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Rethinking Roth Conversions: Navigating New Tax Laws and Opportunities Presented by Bob Keebler, CPA, AEP, Keebler and Associates Learn More >	Wednesday, April 22, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA	Register Learn More
Social Security Claiming Under Uncertainty: Moving Beyond One-Size-Fits-All Guidance Presented by Derek Tharp, Ph.D., CFP®, CLU® and Kurt Czarnowski Learn More >	Thursday, April 23, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA	Register Learn More
Life Insurance in Business Succession Planning Presented by Kevin Kimbrough, CFP®, CLU, ChFC and Andy Winehouse, J.D. LL.M Learn More >	Tuesday, April 28, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP	Register Learn More
Ethical and Regulatory Risks of Artificial Intelligence in Advisory Practice Presented by Richard Chen, Esq., Brightstar Law Group Learn More >	Wednesday, April 29, 2026 at 12:00 PM ET	Yes IAR	Register Learn More
Charitable Giving After The SECURE 2.0 ACT Presented by Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®, Learn More >	Thursday, April 30, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
How to smash marketing with AI in 2026 Presented by Sara Grillo, CFA, Learn More >	Tuesday, May 5, 2026 at 12:00 PM ET	No	Register Learn More
Succession Planning: From Control to Continuity Presented by Stephanie Bogan, Limitless Advisor Learn More >	Wednesday, May 6, 2026 at 12:00 PM ET	No	Register Learn More
What 10,000 Advisor–Client Conversations Reveal About the Best Use of AI Presented by Eric Ludwig, PhD, CFP®, RICP®, The American College Learn More >	Wednesday, May 13, 2026 at 12:00 PM ET	No	Register Learn More
The 2026 Guide to Retirement: Spending, Care Planning & Protecting What Matters Most Presented by Sharon Carson, JP Morgan Asset Management Learn More >	Thursday, May 14, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP, CDFA	Register Learn More
Estate Liquidity and Legacy Planning with Life Insurance Presented by Alan Gassman, Esq., Kevin Kimbrough, CLU, CHFC, and Barry Flagg, CLU, ChFC Learn More >	Tuesday, May 19, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
The Practical Guide to Divorce Financial Analysis Using Family Law Software Presented by Ana Taitt, Esq. and Janet Rhodes Friedman, CFP®, CDFA® Learn More >	Thursday, May 21, 2026 at 12:00 PM ET	No	Register Learn More
Trump Accounts: The Regulations Treasury Confirmed, What the Rules Still Leave Unanswered, and What Advisors Should Know Presented by Denise Appleby, Appleby Consulting Learn More >	Tuesday, May 26, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	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 >	Thursday, May 28, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Tax Strategies for Residential Property Gains: Optimizing Client Outcomes Presented by Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, Learn More >	Tuesday, June 2, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	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
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 CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More

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