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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
David Blanchett
Guaranteed Income: The Forgotten Household Asset
Presented by: David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions
01:00 PM
Mar 19 2024
Yes Register
Matt
Help Clients Understand their Financial Aid Offer
Presented by: Matt Carpenter and Peg Keough
04:00 PM
Mar 19 2024
No Register
Erik Hayden
Roth IRA Conversion thru Real Estate
Presented by: Erik Hayden, Urban Catalyst Real Estate
12:00 PM
Mar 20 2024
No Register
Nellie Akalp
What Clients Must Know about New Beneficial Owner Interest Reporting REQUIREMENT
Presented by: Nellie Akalp, CorpNet, Inc.
01:00 PM
Mar 21 2024
Yes Register
Denise
How to Avoid The Top 10 Costly IRA Mistakes
Presented by: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA, Appleby Consulting
10:30 AM
Mar 26 2024
Yes Register
Bob Keebler
What Financial Planners and CPAs should know about Trusts and Estates
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
01:00 PM
Mar 26 2024
Yes Register
Joe Endres
What Clients Need to Know when Changing their Residency
Presented by: Joseph Endres, Esq., Hodgson Russ
01:00 PM
Mar 27 2024
Yes Register
Wade Pfau
Evaluating Retirement Income Strategies and the Role of Annuities in Client Financial Plans
Presented by: Wade Pfau, PhD, CFA, RICP® and Alexus Rogers
04:00 PM
Mar 27 2024
Yes Register
John Dolan
How Clients can Hedge Rising or Sinking Home Prices
Presented by: John Dolan,
01:00 PM
Mar 28 2024
No Register
Matt G
Using Client Biases for their Best Interest
Presented by: Dr. Matt J. Goren, CFP®, Cerefi
01:00 PM
Apr 02 2024
Yes Register
Jessica Oliveira
LinkedIn Managers insights on how Financial Advisors can Optimize LinkedIn
Presented by: Jessica Oliveira, LinkedIn
01:00 PM
Apr 03 2024
No Register
Kate Guillen
Organization – Building the Foundation for a Streamlined Practice
Presented by: Kate Guillen, SimplicityOps
01:00 PM
Apr 04 2024
No Register
Larry Pon
Key Birthdays: Harnessing Critical Age Markers in Tax and Retirement Strategies
Presented by: Larry Pon, CPA,
01:00 PM
Apr 09 2024
Yes Register
Harry Mamaysky
The Future of Investing
Presented by: Harry Mamaysky, QuantStreet Capital
04:00 PM
Apr 10 2024
No Register
Jandi Kelly
A Talk to Remember
Presented by: Jandi Kelly, Ph.D., A Talk to Remember
01:00 PM
Apr 11 2024
No Register
Patrick Carlson
Basis and Beyond: Planning for Non-Taxable Estates
Presented by: Patrick Carlson, Vanilla
01:00 PM
Apr 18 2024
Yes Register
Mike Crossett
Innovative Loan Solutions for Clients Building, Bridging or Leveraging
Presented by: Mike Crossett, The Federal Savings Bank
01:00 PM
Apr 23 2024
Yes Register
Kathi Balasek
What to say to Clients who've lost a Loved One
Presented by: Kathi Balasek,
01:00 PM
Apr 24 2024
Yes Register
Tiffany Cross
Optimizing Credit Scores to Lower Insurance Premiums and MORE
Presented by: Tiffany Cross, CredEvolv
01:00 PM
Apr 30 2024
Yes Register
Dale
Crisis Medicaid Planning and Medicaid Compliant Annuities
Presented by: Dale Krause, J.D., LL.M., Krause & Associates
01:00 PM
May 01 2024
Yes Register
Tricia Prewitt
Navigating Prescriptions Costs in 2024: What Your Clients Need to Know
Presented by: Tricia Prewitt,
01:00 PM
May 02 2024
Yes Register
Kristin
Empowering Futures: Person-Centered Supports for Individuals with Special Needs
Presented by: Kristin Carelton, Special Abilities Network
01:00 PM
May 07 2024
Yes Register
George Schein
Financial Planning for LGBTQ Clients
Presented by: George Schein, JD, ChFC, CLU, Nationwide Research Institute
01:00 PM
May 09 2024
Yes Register
Michelle Atlas-Quinn
Common Compliance Deficiencies for Investment Adviser Representatives
12:00 PM
May 14 2024
Yes Register
Michelle Atlas-Quinn
Ethics and Fiduciary Duties in Investment Advisory
Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw
02:15 PM
May 14 2024
Yes Register
KUrt Czarnowski
Learn Social Security from A to Z from an Expert
Presented by: Kurt Czarnowski,
01:00 PM
May 21 2024
Yes Register
Daniel Gleich
The 411 on Owning Real Estate in A Self-Directed IRA
Presented by: Daniel Gleich, Madison Trust Company
01:00 PM
May 30 2024
Yes Register
Nellie
What Clients need to Know to Picking the Right Corporate Entity
Presented by: Nellie Akalp, CorpNet
01:00 PM
Jun 04 2024
Yes Register
Dave Buck
Helping Clients Address Emotional and Financial Worries
Presented by: Dave Buck and Steve Krzywicki Jr., CFP®
01:00 PM
Jun 11 2024
No Register
Lori Gubash
Long-Term Care Insurance Update: Part 1
Presented by: Lori Gubash, CLTC, FICF, Krause & Associates
01:00 PM
Jun 13 2024
Yes Register
Bob Keebler
Estate Planning for IRAs in Second Marriages: Navigating Complexities
Presented by: Bob Keebler, CPA/PFS, MST, AEP, CGMA,
12:00 PM
Jun 18 2024
Yes Register
Lori Gubash
Long Term Care Insurance Update: Part 2
Presented by: Lori Gubash, CLTC, FICF, Krause & Associates
01:00 PM
Jun 20 2024
Yes Register
Liz O'Neil
The Role and Responsibilities of an Executor
Presented by: Liz O'Neil. Esq.,
01:00 PM
Jun 25 2024
Yes Register
Amy Arnott
How to Use Real Estate in a Client’s Portfolio
Presented by: Amy Arnott, CFA, Morningstar
01:00 PM
Jul 02 2024
No Register
Diane Pappas
Navigating Retirement Plan Division in Divorce: A Comprehensive Guide for Financial Advisors
Presented by: Diane Pappas, CDFA®, CQS™, Solutions For Divorce LLC
01:00 PM
Aug 20 2024
Yes Register