Upcoming Webinars

Welcome

I encourage you to register for any of the live webinars that interest you. Many of the 90 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

Tom

Webinar title	Date & Time	CE Eligible
Critical 2023 Year-End Planning for IRAs and Employer Plans Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting Learn More Transactions for IRAs and employer plan accounts are usually year-driven.	01:00 PM Dec 07 2023	Yes	Register
Tax-loss Harvesting: A Primer Presented by: Professor Harry Mamaysky and Learn More Investors have access to a multitude of personalized indexing products, a key benefit of which is to allow for tax-loss harvesting (TLH).	01:00 PM Dec 11 2023	No	Register
ANNUITY SUITABILITY AND BEST INTEREST Training: Part 2 of 2 Presented by: Scott Stolz, CFP, RICP, iCapital Solutions Learn More This is the second part of a two-part program (first session is on Dec.	03:00 PM Dec 11 2023	Yes	Register
What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale Presented by: Jerry Michael, SmartLeaf Learn More Your most advanced competitors can efficiently deliver exceptional levels of tax optimization and portfolio personalization to every client	01:00 PM Dec 13 2023	No	Register
Top 5 Retirement Planning Questions Advisors Get Asked Presented by: Ted Denbow, Right Capital Learn More This webinar will unpack the top five most common questions that pre-retiree clients ask advisors and how advisors can use an interactive financial	04:00 PM Dec 13 2023	No	Register
Analyzing 1040s for Financial Planning Opportunities Presented by: Larry Pon, CPA, Learn More Preparing a tax return is an annual ritual that brings a lot of pain to many Americans, but by analyzing your client's 1040, you can find a plethor	01:00 PM Dec 19 2023	No	Register
A Deep Dive on Risk Control Indices (for Annuities): From A Trillion-Dollar Market to How to Put More Money Into Client’s Pocket Presented by: Laurence Black, The Index Standard Learn More In today's market, over $15 trillion has been invested in more than three million indices.	01:00 PM Dec 20 2023	No	Register
Creative Tax and Estate Planning Strategies with Bob Keebler Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates Learn More Join Bob Keebler, one of America's Top CPAs, to learn several estate planning strategies that can benefit your mass affluent and H	01:00 PM Dec 21 2023	Yes	Register
Help Business Owners Clients Transfer Wealth to Optimize Estate Taxes Presented by: Anthony Venette, CPA, ABV, MBA, DeJoy and Co. Learn More Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals.	01:00 PM Jan 04 2024	Yes	Register
Life Insurance Planning in 2024: A Guide For Financial Advisors Presented by: Lee J. Slavutin, MD, CLU, Learn More Join this session with life insurance expert Lee Slavutin, MD, CLU for a review of life insurance basics including policy types, f	03:00 PM Jan 09 2024	Yes	Register
What’s Your Tech Stack? Presented by: Michael Collins, WinCap Financial Learn More Join financial planner Mike Collins as he shares his experience with the technology that he uses, which include the following:	01:00 PM Jan 10 2024	No	Register
ERISA Fiduciary Rule 3.0 Presented by: Kevin Clark, RF™, Plan Confidence Learn More We will take a brief overview of what every Financial Professional needs to know about working with 401k participants and rolling money into IRAs.	01:00 PM Jan 11 2024	No	Register
Multi-Generational Planning for Second Homes and Heirloom Properties Presented by: Tim Borchers, Esq., AEP®, Borchers Trust Law Learn More Join estate planning attorney Tim Borchers for an in-depth webinar that delves into the complexities and solutions surrounding sec	01:00 PM Jan 16 2024	Yes	Register
Financial Planning “Counseling” Tools to Foster Trust in Your Clients Presented by: Megan McCoy, Ph.D., LMFT, Kansas State University Learn More Fostering trust in client-facing professions is essential to your work as financial planners.	01:00 PM Jan 18 2024	Yes	Register
7 Keys of Retirement Life Presented by: Dave Buck, Infinity LifeStyle Designs Learn More What makes for a happy and satisfying retirement? Consider the following:	01:00 PM Jan 25 2024	Yes	Register