Upcoming Webinars

Join Krause Agency’s Richard Rusoff, LTC Specialist, as he explores the benefits of long-term care annuities compared to traditional long-term care insurance policies. Richard will cover the core motivators behind purchasing annuities and why clients should consider pairing their annuity with LTC extended care coverage. Attendees will also learn:The key factors that impact underwriting for LTC annuitiesTax advantages associated with these policies that can benefit your clientsExamples of LTC annuity plans and productsRichard will also explore in-depth case studies illustrating LTC annuities in action. Reserve your spot now!*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, CDFA and RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

A client’s credit score impacts far more than just their ability to qualify for a loan. Today, credit scores can influence: mortgage rates, insurance premiums, business financing, cash flow flexibility, retirement borrowing strategies, and even long-term wealth accumulation. Yet many financial advisors admit they do not fully understand: how FICO scores are calculated, what behaviors actually improve scores, or how to help clients avoid costly credit mistakes.Join nationally recognized credit score expert Tiffany Cross for an eye-opening webinar designed specifically for financial advisors who want to better educate and guide clients on the principles of building and maintaining exceptional credit.In this practical and highly actionable session, advisors will learn:how FICO and other major scoring models actually work,the biggest myths surrounding credit scores,how utilization ratios impact scoring,why closing old accounts can hurt credit,the real impact of late payments and collections,strategies for rebuilding damaged credit,how mortgage shopping affects scores,the differences between consumer and lender credit scores, and proactive strategies clients can use to maintain elite credit profiles over time.Tiffany will also discuss:best practices for young adults building credit,credit considerations during divorce,protecting elderly clients from fraud and identity theft,how business owners should think about personal credit,and common advisor blind spots when discussing debt and borrowing with clients.*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, CDFA and RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Artificial intelligence is quickly becoming an essential tool for financial professionals—but getting meaningful results requires knowing how to use it effectively. In this practical webinar, Financial Experts Network founder Tom Dickson will demonstrate how financial planners can use AI to research complex issues, evaluate information, organize ideas, and create polished client presentations more efficiently. He will also share important guidelines for asking better questions, verifying AI-generated information, and avoiding common mistakes.Tom will also provide a guided tour of the Financial Experts subscriber dashboard, showing participants how to monitor their CFP® and IAR continuing education credits, register for and attend live webinars, access CE-eligible self-study programs, and take full advantage of the educational resources included with their subscription. The program will conclude with a preview of upcoming IAR CE programs and the Retirement Accounts Masterclass launching in October. Attendees will leave with practical strategies for using AI more confidently and a clearer understanding of how Financial Experts can help them stay informed, satisfy their CE requirements, and continue growing professionally.

After hosting more than 300 conversations with financial professionals, authors, educators, advocates, and people navigating major life transitions, Tony Steuer, founder and host of Get Ready Before Life Happens, has learned a great deal—not only about creating and hosting an effective podcast, but also about what people need to make thoughtful financial decisions.In this session, Tony will share the recurring lessons that have emerged from those conversations, including the importance of curiosity, better questions, authentic relationships, and human judgment—and why information and financial plans alone are often not enough. He will introduce the Six Get Ready Principles and explore how financial professionals can become trusted guides who help people understand what matters, identify what may be missing, and prepare before life happens. Tony will also share practical insights from building an educational platform through podcasting, with lessons that can be applied to YouTube, Facebook, TikTok, and other media. As AI makes financial information increasingly accessible, he will explain why both strong communication skills and the ability to create meaningful educational content may become more valuable than ever.  

Join us for a special bonus session covering advanced estate planning strategies, special situations, and key planning opportunities that we were unable to address during the original four-part masterclass.

Raising financially capable teens isn’t about teaching spreadsheets or rules — it’s about shaping how young people think, feel, and relate to money before habits harden. In this webinar, Certified Financial Therapist Adam Kol approaches financial education for teens and older kids through a behavioral lens, helping advisors understand how parents’ beliefs, anxieties, and communication styles quietly shape their children’s financial behaviors — often more than the lessons themselves.Advisors will explore what constructive, age-appropriate money conversations actually look like at different stages of adolescence, and how parents can move from lecturing or rescuing to coaching and collaboration. The session will also introduce practical ideas and prompts that invite teens to engage actively with money: making plans, weighing trade-offs, contributing value to the household or beyond, and experiencing the real consequences of financial decisions in a safe, supportive way.The goal is not to turn teens into miniature adults, but to help families build confidence, agency, and healthier financial relationships — skills that compound long after allowances and college tuition are behind them.*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP,  CLU, ChFC and RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

The tax landscape continues to evolve—and many of the most talked-about proposals could materially reshape how advisors plan for income, deductions, and long-term wealth strategies.In Beyond OBBBA, Part 2, nationally recognized CPA Larry Pon goes beyond headlines to analyze a new set of proposed tax changes often referred to as “Trump Accounts” and related initiatives. More importantly, he translates these ideas into practical financial planning considerations advisors need to understand now.This session will cover:🔹 Trump Accounts: What these accounts are intended to accomplish, how they differ from existing retirement and savings vehicles, and where they may fit (or conflict) with current planning strategies.🔹 New Deductions: Larry will explore several high-profile proposals and their real-world implications, including:No Tax on Tips – Who truly benefits and what this means for income planning.No Tax on Overtime – Planning opportunities and unintended consequences.No Tax on Car Loan Interest – How this could influence consumer behavior and debt strategies.Enhanced Senior Deduction – Planning opportunities for retirees and near-retirees.🔹 Opportunity Zones: A deeper look at Opportunity Zones in the current environment—what’s changed, what still works, and how advisors should evaluate these strategies within broader tax and investment plans.Throughout the webinar, Larry will connect each topic to actionable financial planning insights, helping advisors:Identify which clients may benefit most (and least)Anticipate planning pitfalls and compliance issuesAdjust tax-aware strategies amid political and legislative uncertainty*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

For real estate investors, the timing and structure of a property sale can have a significant impact on the taxes ultimately paid. Yet many advisors are unaware of the sophisticated strategies some investors use to maximize tax benefits and preserve wealth.Join nationally recognized 1031 exchange expert Weiming Peng for an in-depth discussion of advanced tax-planning opportunities involving investment real estate. You’ll learn how some property owners strategically position assets to potentially benefit from both the Section 121 principal residence exclusion and a Section 1031 like-kind exchange, and the planning considerations that make these approaches possible.Weiming will also explore how investors can incorporate failed, delayed, or partially completed exchanges into broader tax-planning strategies, helping to manage taxable gain and create opportunities for future planning.During this webinar, you’ll learn:How Section 121 and Section 1031 rules can intersect in certain real estate planning scenariosKey requirements, limitations, and timing considerations when combining homeowner and investment property strategiesPlanning opportunities involving partial exchanges and excess exchange proceeds (“boot”)Tax implications of failed or incomplete exchanges and how they may fit into a larger tax strategyCommon mistakes investors and advisors should avoid when evaluating exchange opportunitiesWeiming will share practical case studies illustrating advanced real-world planning techniques

Join us for a special conversation with CFP Board CEO Dane Snowden as he provides an update on the Board’s current initiatives, strategic priorities, and what’s on the horizon for CFP® professionals. Learn about changes to the competency standards for CFP® certification, emerging initiatives that may affect certificants, and the Board’s vision for the future of the profession. This is an excellent opportunity to hear directly from CFP Board leadership and gain valuable insights into developments that could impact your practice and professional responsibilities.

More and more clients are enrolling in Medicare—and more and more are being blindsided by significantly higher Medicare premiums. In reality, the culprit is often IRMAA (Income-Related Monthly Adjustment Amount)—a little-understood Medicare surcharge that can dramatically increase Part B and Part D premiums for higher-income retirees.Join nationally recognized CPA and tax expert Larry Pon as he helps financial planners understand one of the most overlooked retirement planning challenges. Larry will explain how IRMAA is calculated, the income events that can trigger premium increases, and the planning opportunities advisors can use to help clients avoid costly surprises.You’ll also learn when an IRMAA determination can be challenged, how to properly complete Form SSA-44, and which life-changing events may qualify clients for a reduction in their Medicare premiums.During this webinar, you’ll learn:What IRMAA is and how Medicare premium surcharges are calculatedWhich income sources and planning decisions can unexpectedly trigger IRMAAHow Roth conversions, capital gains, retirement account distributions, business sales, and other transactions affect Medicare premiumsHow Medicare uses a two-year lookback period and why clients are often surprised by premium increasesWhen and how to use Form SSA-44 to appeal an IRMAA determinationWhich life-changing events may qualify for an IRMAA adjustmentStrategies to help clients manage IRMAA exposure and minimize future premium shocks*CE/CPE Eligible:1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

State-sponsored retirement programs—often referred to as auto-IRA programs—are rapidly expanding across the country. And for financial advisors, they represent a meaningful opportunity to help individuals along their retirement savings journey and achieve financial security.In this timely webinar, two leading experts will break down what’s happening—and what it means for your practice.Angela Antonelli, Executive Director of the Center for Retirement Initiatives at Georgetown University, will provide a comprehensive overview of the state-run retirement landscape, including how auto-IRA programs work, which states have active mandates, and where expansion is headed next.Peter Thompson of Commonwealth Savers will then take a deeper dive into RetirePath, one of the newer state-facilitated programs, and explain how it is evolving as it rolls out to more businesses later this year.Together, they will help you understand:How auto-IRA programs are reshaping the small business retirement marketWhich employers are impacted—and whenWhere advisors can still add value (and where they may be disintermediated)How programs like RetirePath actually function in practiceStrategic ways to position yourself as a solution—not a substituteAs more states implement mandates and enforcement ramps up, advisors who understand this landscape will be better equipped to protect existing relationships, identify new opportunities, and guide clients with confidence. If you work with small business owners—or plan to—this is a conversation you can’t afford to miss.*CE/CPE Eligible:1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, CDFA and RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Join Meagan McGuire, CFP®, ChFC®, CSLP® and Lauryn Williams, CFP®, CSLP®, AFC® of Student Loan Planner as they walk you through the most pressing student loan challenges your clients are facing today. Through practical case studies and timely policy updates, this session will equip you with the frameworks and insights needed to deliver confident, informed guidance across a wide range of client scenarios.What You'll Learn:Using four real-world case study models, Meagan and Lauryn will break down optimal repayment strategies for clients at every stage of the borrowing lifecycle:Done Borrowing – Strategies for clients who have completed their education and are now focused on repayment optimization, refinancing decisions, and long-term payoff planning.New Borrower – How to set up clients just entering repayment for success, including plan selection, income-driven repayment enrollment, and early forgiveness pathway planning.Still Borrowing – Managing in-school borrowing strategy for clients actively pursuing advanced degrees, including how current decisions impact future repayment options.Public Service Loan Forgiveness (PSLF) – A deep dive into identifying eligible clients, tracking qualifying payments, and avoiding costly missteps that can derail forgiveness timelines.Policy Updates You Need to Know:Meagan and Lauryn will also cover the latest developments your clients are asking about, including the current status of Parent PLUS borrowers and the most recent updates to the Repayment Assistance Plan (RAP). *CE/CPE Eligible:1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, CDFA and RICP. CPA and EA members will earn 1.0 CPE credit(s).Field of Study: Specialized KnowledgePrerequisites: There are no prerequisites for this session.Advanced Preparation: NoneProgram Level: BasicDelivery Method: Group Internet BasedNASBA ApprovedFinancial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

A quiet but powerful demographic shift is underway—and most financial advisors are underestimating its impact.Roughly 1 in 4 Americans now identify as childfree, and their financial decisions are fundamentally different from previous generations. But this isn’t just a niche planning issue—it’s a macroeconomic force that is reshaping everything from consumer behavior to housing demand, labor markets, Social Security, and retirement systems.Join childfree planning specialist Jay Zigmont for a forward-looking session that explores how this growing population is influencing the other 75%—and why advisors who ignore this trend risk falling behind.In this webinar, we’ll go beyond surface-level observations and unpack the real financial implications of a childfree society:How childfree households are accumulating, spending, and transferring wealth differentlyThe ripple effects on Social Security sustainability and workforce dynamicsWhy traditional retirement assumptions may no longer applyHow shifts in housing, healthcare, and consumption patterns are already emergingThe planning blind spots advisors face when applying family-centric frameworks to childfree clients
This is not just a cultural trend—it’s an economic transformation. If you want to stay relevant in the next decade of financial planning, you need to understand it. *CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, CDFA and RICP.  
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Join insurance experts Barry Flagg, CFP® and Kevin Kimbrough, CFP® to learn how permanent life insurance can function as a tax-efficient asset in retirement income and wealth-preservation strategies. Through real-world scenarios, advisors will learn when policies can provide supplemental income, long-term care flexibility, and estate liquidity—while complementing Roth conversions and distribution planning.Learning ObjectivesAssess how life insurance can supplement retirement income within a tax-diversified portfolio.How Life Insurance works after you’ve exhausted your Qualified Account OptionsEvaluate the tax treatment of policy withdrawals, loans, and distributions.Compare funding designs and exit strategies for maintaining flexibility and avoiding policy lapse risk.Analyze the role of life insurance in managing longevity risk, estate liquidity, and survivor benefits.Integrate life insurance into comprehensive financial and tax-planning frameworks without compromising fiduciary independence.*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. 
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Financial advisors and CPAs are often on the front lines of helping clients navigate complex financial situations—but many are unaware of a valuable resource that can significantly enhance client outcomes: Daily Money Managers (DMMs).Join Sharon Zissman of the American Association of Daily Money Managers (AADMM) for an in-depth look at this growing profession and how it can complement your work.In this session, Sharon will explain what Daily Money Managers do on a day-to-day basis, including how they assist clients with bill paying, budgeting, organizing financial records, and managing the administrative side of personal finances—particularly for older adults, busy professionals, and clients facing cognitive or health challenges.You’ll also learn how DMMs collaborate with financial advisors and CPAs to create a more comprehensive support system for clients, helping to improve communication, reduce risk, and ensure financial plans are implemented effectively.In addition, Sharon will review the education, training, and credentials of professional Daily Money Managers, as well as the standards upheld by members of the National Association of Daily Money Managers. She will also highlight the strength and reach of NADMM’s national network, making it easier to connect with qualified professionals across the country.Whether you’re looking to better support aging clients, streamline financial oversight, or build a stronger professional network, this webinar will introduce you to a powerful—and often underutilized—resource.

Planning for Single Women explores the unique financial planning challenges and opportunities facing single women—whether divorced, widowed, or single by choice. Join Heather Zack, JD, LLM, MSFP, CAP® to better understand key structural risks such as longevity, income disparities, and caregiving responsibilities, and provides actionable strategies for advisors to support this underserved and high-need client segment. Through engaging case studies, the presentation covers critical planning areas including Social Security optimization, estate planning, and tax considerations, while also addressing broader themes like financial literacy, workforce participation, and closing the gender wealth gap. The goal is to equip advisors with practical tools to deliver more holistic, empathetic, and effective guidance to single female clients.

As more clients consider senior living options, financial advisors are increasingly expected to guide them through both the financial and tax implications of these decisions. Continuing Care Retirement Communities (CCRCs), in particular, present unique planning opportunities—and potential pitfalls—when it comes to medical expense deductions and tax-efficient funding strategies.In this highly practical session, two leading experts—Larry Pon, CPA and Brad Breeding, CCRC Specialist—combine their expertise to help advisors confidently navigate this complex area.Brad Breeding will lay the foundation by breaking down the different types of senior living arrangements, with a focus on CCRCs. He will explain the various contract structures, key decision factors, and what advisors should understand when helping clients evaluate these communities.Building on that framework, Larry Pon will dive into the critical tax planning considerations, including:What qualifies as a medical expense under IRS rulesWhich CCRC costs may be deductible—and which are notHow to strategically use Health Savings Accounts (HSAs) to pay for expensesThe documentation requirements needed to substantiate deductionsWhat the IRS is specifically looking for in audits and compliance reviews

Many successful business owners and high-net-worth clients appear “unqualified” on paper when applying for home mortgages—reporting minimal taxable income while maintaining strong cash flow, substantial assets, and significant borrowing capacity.Traditional residential lending guidelines often fail these clients, limiting their ability to purchase, refinance, or strategically finance real estate.Join three mortgage experts to learn how Non-QM (Non-Qualified Mortgage) solutions can help your clients who report low-income but have significant assets. You’ll learn how alternative underwriting approaches—such as bank statement loans, asset-based lending, and DSCR (Debt Service Coverage Ratio) loans—can help clients secure home financing despite complex or tax-optimized income profiles.We’ll focus on real-world application, including:How to identify clients who are ideal candidates for Non-QM home financingWhen these strategies outperform conventional mortgage optionsHow to integrate Non-QM lending into broader financial and tax planning conversationsThe goal is simple: help you better serve clients who have the wealth—but not the W-2 income—to qualify for traditional home mortgages.

2 Hours | Eligible for CFP® and IAR CEThe OBBBA did not make charitable planning less valuable—it made the choice of what to give, when to give, and how to give it more important than ever.Beginning in 2026, many non-itemizers will gain a new deduction for qualifying cash gifts, while itemizers will face a new 0.5% of AGI floor and high-income taxpayers may receive less value from their charitable deductions. These changes make personalized planning essential for clients at every income level.In this practical, advisor-focused webinar, you will learn how to help clients select the most tax-efficient assets, timing, and charitable-giving strategies under the new rules. We will compare cash gifts with appreciated securities, explain when bunching still works, examine the continued power of Qualified Charitable Distributions, and show when donor-advised funds remain valuable—and when another approach may produce a better result.The program will also address common annual-giving mistakes, documentation requirements, employer matching gifts, charitable planning during Roth-conversion or unusually high-income years, and advanced strategies involving charitable remainder trusts, charitable lead trusts, charitable gift annuities, real estate, and closely held business interests.Through clear examples and client case studies, you will learn how to advise:Clients who claim the standard deductionAffluent itemizers affected by the new limitationsRetirees eligible to make QCDsExecutives holding highly appreciated or concentrated stockBusiness owners preparing for a sale or liquidity eventYou will leave with an actionable charitable-planning checklist and timely strategies to help clients increase both the tax efficiency and impact of their giving—while making charitable planning an ongoing part of the advisor-client relationship rather than a year-end exercise.

Join Tom Duffy, CFP® for an interactive ethics program built around real-life client scenarios that show how CFP Board’s ethical standards apply in practice—not just in theory.This CFP Board-approved course covers the Code of Ethics and Standards of Conduct, with a focus on fiduciary duty and the obligation to act in clients’ best interests. The session fulfills the 2-hour CFP® Ethics CE requirement and is also approved for CLU®, ChFC®, RICP®, and IAR CE credit.Designed for CFP® professionals who want more than a compliance-driven ethics course, this session helps you better understand your responsibilities while strengthening your ethical decision-making in day-to-day client work.

For decades, referrals were the engine that fueled advisory firm growth. While referrals still matter, today's consumers—especially younger generations—are increasingly turning to Google, podcasts, social media, and AI-powered search tools to find financial professionals. The question is no longer whether advisors should invest in marketing and public relations, but how to do it effectively. Join Financial PR & Digital Marketing Strategist Jody Lowe for a practical, action-oriented webinar designed to help financial advisors and firm leaders build a sustainable marketing and PR strategy that generates trust, attracts ideal clients, and drives long-term organic growth. Drawing on real-world examples and proven best practices, Jody will show attendees how to move beyond random marketing tactics and create a repeatable system for business development.During this session, you'll learn:Why referrals alone are no longer enough to sustain growthHow to identify and articulate a compelling differentiator for your firmThe power of earned media, public relations, podcasts, and thought leadershipHow AI and "zero-click" search are changing advisor marketingThe differences between earning leads and buying leads—and when each makes senseHow to identify high-intent prospects and improve lead qualityBest practices for converting inquiries into client relationshipsWhere AI can enhance your marketing efforts—and where it cannot replace human connectionHow much successful firms are investing in marketing and what metrics actually matterWhy organic growth has become one of the most important drivers of firm valuationAttendees will leave with a clear action plan, practical tools they can implement immediately, and a framework for building a marketing engine that compounds results over time. If you're looking to grow your firm, strengthen your brand, and attract more of your ideal clients, this webinar is for you.

For affluent families, life insurance can be the cornerstone of an effective estate plan—providing liquidity, protecting heirs, and supporting charitable intent. This session explores how life insurance can fund estate taxes, equalize inheritances, and build multigenerational wealth within a fiduciary, tax-efficient structure.Advisors will gain clarity on when to use life insurance versus other funding mechanisms and how trust-based ownership structures—such as ILITs, SLATs, charitable trusts, GRATs, and dynasty trusts—can maximize estate and income tax advantages while maintaining control and flexibility.Learning ObjectivesEvaluate when life insurance offers the most efficient solution for estate liquidity and wealth transfer.Identify opportunities to integrate life insurance within ILITs, SLATs, charitable trusts, GRATs, QPRTs, and dynasty trusts to protect assets and manage tax exposure.ILIT vs. AMLITAnalyze ownership, premium funding, and beneficiary structures to minimize estate inclusionUnderstand coordination of insurance with gifting strategies, Crummey notices, and trust administration.Collaborate with attorneys, CPAs, and estate planners to execute compliant, client-first strategies.Practical Takeaways:How to pair insurance with charitable and family trusts for flexible, tax-smart legacy plans.Estate planning case studies showing how trust design and policy type impact long-term wealth preservation.Checklists for ownership review, gift tax documentation, and policy oversight within trusts.CE/CPE Eligible: 1.5 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Financial advisors and tax professionals routinely help clients establish trusts to protect wealth, avoid probate, reduce taxes, preserve privacy, and create a lasting family legacy. But what happens after assets are transferred into a trust? Many professionals are surprised to learn that moving assets into a trust can create new insurance and liability exposures that are often overlooked during the planning process. Homes, investment properties, vehicles, collectibles, watercraft, and other assets may no longer be properly insured once ownership changes. Trustees may face personal liability. Beneficiaries can encounter unexpected coverage gaps. And in some cases, theft, fraud, or fiduciary misconduct can threaten the very assets the trust was designed to protect.Join insurance expert Aryn Johnson for an eye-opening webinar that explores the intersection of estate planning and risk management.During this session, you'll learn:✓ Why trust-owned assets often require changes to existing insurance policies✓ Common insurance gaps involving homes, vehicles, valuables, and umbrella liability coverage✓ How trustee liability can create significant personal financial exposure✓ Why theft, fraud, forgery, and trustee misconduct are growing concerns for affluent families✓ The role crime insurance can play in protecting trust assets✓ Important considerations surrounding trustee liability insurance✓ Real-world examples of trust disputes, trustee theft, and fiduciary litigation✓ Practical questions every advisor should ask clients who own assets in trust✓ How to identify potential risks before they become costly claims

Self-employment tax has become one of the most aggressively examined issues in IRS audits — and recent court activity just made it even more complicated.In this timely and technical deep dive, CPA Larry Pon breaks down the rapidly evolving landscape surrounding self-employment tax for LLC members and S corporation owners — including the recent 5th Circuit case that vacated a Tax Court decision involving limited partners, and the pending case in the 1st Circuit that could further reshape the rules.If you advise business owners, this is not theoretical. This is an IRS audit priority.Why This Matters NowFor years, taxpayers have attempted to minimize SE tax exposure by: structuring LLC interests as “limited partner” positions; allocating income strategically and Paying minimal S corporation wages to reduce payroll taxThe IRS has responded aggressively — and the courts are now weighing in.With conflicting interpretations emerging across circuits, advisors must understand:What is still defensibleWhat is clearly audit baitAnd where the gray areas are narrowingWhat Larry Will CoverThe Limited Partner Exception — What It Really MeansThe statutory language of §1402(a)(13)How courts have interpreted “limited partner”Why the 5th Circuit vacated the Tax Court decisionWhat to watch in the 1st Circuit casePractical implications for multi-member LLCsIRS Audit Focus & Enforcement TrendsWhy SE tax is an enforcement priorityCommon audit triggersHow revenue agents are analyzing member participationS Corporations & Reasonable CompensationThe legal standard for reasonable compensationHow the IRS builds its caseData sources and valuation approachesCommon mistakes advisors makeStructuring compensation defensiblyPlanning Opportunities (and Landmines)When SE tax reduction strategies are supportableWhen they cross the lineDocumentation best practicesHow to advise clients in uncertain jurisdictions