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Upcoming Webinars

I encourage you to register for any of the live webinars that interest you. Many of the 100+ live webinars we host each year are open to guests.
A subscription may be required for premium sessions and/or to obtain a continuing education credit. Try us out and learn why 90% of the financial advisors who've attended a Financial Experts webinar say "I learned something on the webinar that will help me provide better advice to my clients.“
Tom Dickson - Founder, Financial Experts Network

Webinar title Date & time CE Eligible Audience
Eric Wallace
Tax Method Changes for Clients with Real Estate and/or Middle-Market Businesses

Presented by Eric Wallace, CPA, Tax Method Changes
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Yes Register
Liz Loewy
Elder Fraud Prevention and Cybersecurity in the Digital Age

Presented by Liz Loewy, Esq., EverSafe
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Yes Register
Daniel Gleich
The 411 on Owning Real Estate in A Self-Directed IRA

Presented by Daniel Gleich, Madison Trust Company
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Yes Register
Eric Ludwig
Harnessing the Power of AI in Financial Planning

Presented by Eric Ludwig, PhD, CFP® and Chett Bennetts, CFP®, CLU®, ChFC®, RICP®,CLF®
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Yes Register
Michelle Atlas-Quinn
Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits)

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
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Yes Register
Wade Pfau
Tax-Efficiency for Retirement Planning

Presented by Wade Pfau, PhD, CFA, RICP®, RISA Profile
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Yes Register
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