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Register for Our Upcoming Masterclass Programs

Bob Keebler
Guest Expert:
Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Prepare for Tax Reform 2025: Masterclass with Bob Keebler

Stay Ahead of Upcoming Tax Changes

With changes to key provisions Tax Cuts and Jobs Act (TCJA) and Tax Reform 2025 on the horizon, your clients are going to be more dependent on informed and timely advice from you. This masterclass is designed to equip you with knowledge and actionable strategies to optimize client outcomes amidst these changes. Join renowned tax expert Bob Keebler, CPA/PFS, MST, AEP (Distinguished), for a high-impact Masterclass that prepares financial professionals for both the opportunities emerging from the Tax Reform 2025 and the foundational strategies that remain critical from the current tax code.

This advanced session is designed to help you:

  • Decode the expected changes from Tax Reform 2025 and what they mean to ALL of your clients.
  • Master forward-looking strategies to reduce income and estate taxes in the new environment.
  • Reinforce timeless planning approaches, such as bracket management, Roth conversions, charitable planning, and trust structuring
  • Confidently engage clients with counsel that anticipates tax law changes before they happen.  

Details:

  • Duration: Four sessions, each including a 2-hour presentation followed by a 30-minute Q&A.
  • Dates: July 2nd, 9th, and 22nd. August 4th.
  • Format: Live Webinars with CE-Eligible Replays*
  • Exclusive Bonus: Tax Planning Checklists

Continuing Education Credits:
Each live session will provide CE credit types: CFP, IAR, American College, CPE, and EA credits. Replays are available to all, *though CE is only available for the following: CFP, American College, and IAR

💸 Satisfaction Guaranteed – or Your Money Back.
No fine print. If you're not satisfied after the first session, we’ll refund your full registration fee.

 

Live Session Dates
Total CE Credits:
8
Session 1 of Tax Planning Masterclass: Tax Bracket Management
Wed, Jul 02, 2025 | 12:00 PM
- 02:30 PM
ET (including Q&A)
View Agenda
Session 2 of Tax Planning Masterclass: Foundational to Advanced Strategies for Individual Clients
Wed, Jul 09, 2025 | 12:00 PM
- 02:30 PM
ET (including Q&A)
View Agenda
Session 3 of Tax Planning Masterclass: Strategies for Business Clients
Tue, Jul 22, 2025 | 12:00 PM
- 02:30 PM
ET (including Q&A)
View Agenda
Session 4 of Tax Planning Masterclass: Roth Conversions, Executive Compensation, Trusts and Taxation
Mon, Aug 04, 2025 | 12:00 PM
- 02:30 PM
ET (including Q&A)
View Agenda

Program Pricing

FEN Subscriber Pass: $249
Price: $249
FEN Non-Subscriber Pass: $399
Price: $399
*Click here to become a FEN Subscriber and receive discounted pricing on all programs.

Purchase Your Pass for Our On-Demand Medicare Masterclass

Mastering Medicare: Learn Your A, B, and Ds with CEs

Join two of our highest-rated speakers for a lively and insightful discussion about Medicare. Plus, they'll show you the five biggest things financial advisors need to know about Medicare to help your clients avoid mistakes.

Who Should Participate: Financial professionals with clients nearing Medicare eligibility or currently enrolled in Medicare, advisors looking for tips to optimize Medicare coverage for clients and evaluate Medicare plans.

Total CE Credits:
9
Masterclass Session 1: Preparing for MedicareView Agenda
Masterclass Session 2: Getting to know MedicareView Agenda
Masterclass Session 3: Enrolling in MedicareView Agenda
Masterclass Session 4: How to Avoid IRMAAView Agenda
Masterclass Session 5: Living with MedicareView Agenda
On Demand Subscribers:
$99
On Demand Non-Subscribers:
$149
Guest Expert
Diane Omdahl
RN, MS, CEO
Guest Expert
Melinda Caughill
CSA, Co-Founder

Why Should You Attend Our Masterclass Programs?

Distinguish yourself from your competition and strengthen your planning knowledge with our new 4-session Masterclass programs!

Taught by leading subject-matter experts across the financial planning sphere, our Masterclass programs are designed to help you gain a comprehensive understanding of today's most relevant topics, strategies, and tools to improve the probabilities of success for both your clients and your business.

Keen Insight from Leading Experts
Gold Leading Experts
Each program offers up to ten (10) CE credits and comprehensive education
Interactive Q&A
Segments & Quizzes
Blue Interactive Q&A
Each weekly session includes a 30-minute Q&A with the expert & proficiency quizzes
Full Access to Live
& On-Demand Content
Green Self study
Each program is available as live or on-demand webinars and includes materials