Upcoming Webinars

Join us for an engaging webinar as Mark Wilson, Financial Planner and Founder of Mile Wealth, shares his real-world experiences leveraging artificial intelligence to enhance productivity and client service. Mark will discuss how AI has moved beyond buzzwords to become an essential part of his daily workflow. He’ll cover his favorite use cases, including:Meeting Note Tools: How Zocks, a privacy-first transcription tool, helps him capture meeting notes, tasks, and summaries—without recording voice or video—and its seamless integration with WealthBox.ChatGPT in Practice: How he uses ChatGPT for brainstorming ideas, summarizing content, drafting communications, gathering data, and even assisting with Excel and Python coding, all while maintaining a practical approach to AI tool selection.Miscellaneous AI tools: Mark will show off a handful of other tools and websites he's found useful in his practice.Mark will share candid reflections on what works, what doesn’t, and where he sees the biggest opportunities for financial advisors and professionals to take advantage of AI without getting overwhelmed.Whether you’re curious about practical AI applications or looking for inspiration to integrate these tools into your workflow, this session is packed with actionable insights you can immediately apply.

Are you prepared for the SEC’s latest requirements on Anti-Money Laundering (AML) and Counter-Terrorism Financing (CFT)? This critical webinar, featuring compliance attorney Michelle Atlas-Quinn, will guide financial advisors through the new AML rules coming into effect on January 1, 2026. These rules mandate registered investment advisors (RIAs) and certain exempt reporting advisors (ERAs) to establish comprehensive AML programs. Attendees will learn how to navigate these regulations while safeguarding their businesses from potential penalties. This session will provide actionable insights into creating a robust, risk-based AML program tailored to your firm’s unique operations. Advisors will also learn to meet new customer due diligence requirements, effectively monitor transactions, and report suspicious activities to FinCEN. Don’t miss this opportunity to stay ahead of regulatory expectations and protect your clients and firm.This webinar is approved for two IAR Ethics CE credits.  Learning Objectives:Understand the scope and impact of the new SEC AML rule on RIAs and ERAs.Learn how to establish a risk-based AML/CFT program tailored to your client base.Master customer due diligence and beneficial ownership identification.Gain strategies for monitoring, reporting, and maintaining compliance records.Explore best practices for responding to government AML investigations.This webinar is essential for advisors looking to strengthen compliance while maintaining operational efficiency.*CE/CPE Eligible: 2.0 CE credits are available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 CPE credits.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.

In this course, you will gain a thorough understanding of the myriad of options available to your clients when they are exploring senior living options. You will learn about all senior living options available, services offered, amenities available, fee structures and other key differentiators. You will also gain a deeper understanding of the options for funding. The information provided in this course will make CFP professionals and their clients more educated and informed consumers.Learning Objectives:Define the various types of senior living options availableBe able to contrast the differences between senior living models of care and the advantages and disadvantages of eachRecognize the inputs that impact and influence pricingUnderstand the funding options available 5. Recommend important questions for clients to ask when evaluating and comparing senior living providers *CE/CPE Eligible: 2.0 CE credits are available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 CPE credits.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.

As extreme weather intensifies, population trends shift, and insurers tighten policy language, financial professionals must stay ahead of regional risk trends to properly advise their clients. In this timely and data-driven session, Marsh McClennan’s Aryn Johnson breaks down the most pressing insurance developments shaping the landscape across the Mid-Atlantic, Southeast, Southwest, Mountain West, and Florida.Key Takeaways:Climate Impact, Region by Region: Understand how rain, snow, wind, and flooding are evolving—what’s behind the changes, and where risks are rising fastest.Population Shifts & Insurance Stress: Explore how demographic migration is putting new pressures on regional insurance markets.Policy Language & Cap Updates: Stay informed on the latest requirements, exclusions, and coverage caps—what’s standard now, and what’s emerging.Auto Insurance Watchpoints: Discover what’s driving higher premiums and limited availability in key markets.Emerging Threats: Learn how cyberattacks tied to natural disasters and outsized liability claims are impacting coverage and underwriting.Regulatory & Legislative Landscape: Get up to speed on new building code mandates and state-level insurance legislation.Proactive Mitigation Strategies: Hear what steps clients and advisors can take to reduce risk and improve insurability across property, auto, and liability lines.*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA 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.
 

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE ethics credit hours for Investment Advisor Representatives.In our introductory segment, we will set the stage by discussing the significance of dual registration in the financial sector, offering a succinct yet thorough overview that underscores its relevance in today's market. Moving forward, we delve into the definition, scope, and historical evolution of dual registration, including a detailed examination of the regulatory frameworks imposed by both the SEC and state authorities. Our expert speakers will navigate the labyrinth of regulatory compliance challenges, emphasizing key issues such as fiduciary duties, reporting requirements, and managing conflicts of interest.The webinar will also shed light on the operational hurdles associated with dual registration, discussing the technological infrastructure needed for compliance, data management intricacies, and the crucial role of staff training and management. In addition, we'll explore the legal and contractual aspects, highlighting the importance of proper documentation and strategies for dispute resolution in dual registration contexts.Risk management is another core topic, where we will outline effective strategies for identifying, assessing, and mitigating risks, complemented by regular compliance assessments. Engaging case studies will provide real-world insights into successful implementations of dual registration, along with challenges faced and lessons learned.*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 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.
 

CE Eligible: Two credits for subscribers who need IAR, CFP, PACE and CPE credits. This fulfills the CFP requirement for Ethics.In this webinar, Tom Duffy, CFP® led listeners in an interactive presentation full of real-life client scenarios that helped them better understand how they can meet their ethical requirements.*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 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.
 

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two ethics CE credit hours for Investment Advisor Representatives.This educational program, led by compliance lawyer Michelle Atlas-Quinn, provides a comprehensive guide for understanding and addressing critical compliance issues.The program is structured into four parts:Understanding SEC and NASAA Examinations: This section provides an overview of the roles and objectives of the SEC and NASAA in their examinations. It emphasizes the importance of compliance for investment advisers and highlights common focus areas such as fiduciary responsibilities and disclosure practices.Key Compliance Deficiencies: A detailed exploration of fiduciary obligations, disclosure and transparency, compliance programs, and custody of client assets. This part delves into common pitfalls, case studies on deficiencies, and best practices for maintaining compliance programs.Practical Compliance Strategies: The final section presents practical strategies for implementing effective compliance controls, including techniques for monitoring and reviewing compliance, and preparing for SEC examinations. It emphasizes the roles of compliance officers and the importance of thorough documentation and record-keeping.Overall, the program aims to equip Investment Adviser Representatives with the necessary knowledge and tools to navigate and adhere to compliance requirements effectively.*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 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.
 

CE Eligible: Two Products and Practices credits for subscribers who need IAR, CFP, PACE and CPE credits.Join retirement expert Denise Appleby as she explains how these mistakes are often made and what you can do to protect your clients’ IRAs. Topics she will cover include real-life case studies and practical examples.Highlights of Denise's webinar include the following:• The 6% and how to avoid it.• The 10% additional tax and how to avoid traps for the unwary• How to avoid or escape the 25% RMD penalty on RMD shortfalls.• The 100% taxability: How an impermissible portability move could result in 100% loss of tax-deferral and the protective measures that can prevent that.*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 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.
 

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for Investment Advisor Representatives - Products and Practices.In this webinar, Wade Pfau reviews the different tax advantages available in the tax code and how to create tax diversification as a foundation for retirement. Wade dives into tax-efficient retirement distributions, including effective marginal tax rate management, strategic Roth conversions, and long-term capital gains harvesting. Wade also covers pitfalls with generating more taxable income, including the Social Security tax torpedo, increased Medicare premiums, and the impacts of tax-preferential sources of income. The webinar finishes with a detailed example to show how more tax-efficient retirement distributions using strategic Roth conversions can significantly extend retirement portfolio longevity.*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 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.
 

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two Products and Practices CE credit hours for Investment Advisor Representatives.This course is on the intergenerational transfer of property and will focus on what CPAs should know about trusts and estates. It will cover many topics ranging from fundamental legal principles of trusts and estates to how language in the trust instrument accomplishes a particular tax result.We will also discuss the legal definitions and principles of estates and trusts, the basic principles regarding property ownership, and the types of trusts commonly used. We will also delve into trust accounting fundamentals and the specific clauses that are important to understand, including formula valuation clauses.Learning Objectives:Determine how to read and understand estate planning instrumentsIdentify basic fiduciary accounting principlesRecognize select planning opportunities and trapsIdentify the requirements for a trust to be a qualified designated beneficiary of an IRADetermine how to use IRD to fund charitable bequests*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 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.
 

This intensive course, presented by compliance lawyer Michelle Atlas-Quinn, is meticulously structured to provide investment adviser representatives with a deep dive into the ethical standards and fiduciary responsibilities critical to their roles. Acknowledging that investment advisers are held to a higher standard within the financial industry, this course will ensure they possess a thorough understanding of the foundational principles, stringent regulations, and best practices that inform and guide professional conduct and decision-making.*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE Ethics credit hours for Investment Advisor Representatives.*CE/CPE Eligible: 2.2 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.2 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.
 

CE Eligible: Two credits for subscribers who need IAR, CFP, PACE and CPE credits. This fulfills the CFP requirement for Ethics.In this webinar, Tom Duffy, CFP® led listeners in an interactive presentation full of real-life client scenarios that helped them better understand how they can meet their ethical requirements.*CE/CPE Eligible: 2.2 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.2 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.
 

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE ethics credit hours for Investment Advisor Representatives.In our introductory segment, we will set the stage by discussing the significance of dual registration in the financial sector, offering a succinct yet thorough overview that underscores its relevance in today's market. Moving forward, we delve into the definition, scope, and historical evolution of dual registration, including a detailed examination of the regulatory frameworks imposed by both the SEC and state authorities. Our expert speakers will navigate the labyrinth of regulatory compliance challenges, emphasizing key issues such as fiduciary duties, reporting requirements, and managing conflicts of interest.The webinar will also shed light on the operational hurdles associated with dual registration, discussing the technological infrastructure needed for compliance, data management intricacies, and the crucial role of staff training and management. In addition, we'll explore the legal and contractual aspects, highlighting the importance of proper documentation and strategies for dispute resolution in dual registration contexts.Risk management is another core topic, where we will outline effective strategies for identifying, assessing, and mitigating risks, complemented by regular compliance assessments. Engaging case studies will provide real-world insights into successful implementations of dual registration, along with challenges faced and lessons learned.*CE/CPE Eligible: 2.2 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.2 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.
 

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE Products and Practices credit hours for Investment Advisor Representatives.Join renowned CPA Bob Keebler in this comprehensive webinar to explore advanced tax planning strategies designed to maximize your clients' financial outcomes. This session will delve into key areas such as Roth Conversions, Roth IRA Distribution Limitations, Net Unrealized Appreciation, Gain and Loss Harvesting, Novel 529 Strategies, Opportunity Zones, Solar Investment, and 1031 Exchanges, providing you with the insights needed to effectively manage your clients' tax brackets. Learn how to optimize annuities through gain harvesting, leverage charitable giving for tax benefits, and strategically plan itemized deductions.Additionally, the webinar will cover the nuances of 529 Plans, the unique benefits of investing in oil and gas, and the intricacies of installment sales. Whether you're looking to enhance your knowledge on investments or seeking innovative approaches to tax planning, this session offers valuable information to help you guide your clients towards making informed financial decisions. Don't miss this opportunity to gain practical tips and strategies that you can immediately apply in your practice.*CE/CPE Eligible: 2.2 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.2 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.
 

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE Products and Practices credit hours for Investment Advisor Representatives.This program, which features tax attorney Joe Endres, will address applying residency tax rules to commuters, occasional visitors, and full-time residents of the various states. It will also identify the practices most states use to determine if a taxpayer has "truly" changed their residence. For example, changing your residence from a high-tax state (think NY, NJ & CA) to a low or no-tax state (think FL) can dramatically reduce the amount of state taxes you have to pay. But high-tax states don't let their residents go smoothly. If you continue to maintain any connection to the former residence (think snowbirds), the high-tax state may contest that you genuinely changed your residence. Note that Mr. Endres specializes in residency and local taxation matters and has represented numerous clients in cases related to this issue.In this webinar, Mr. Endres will teach you how states determine a taxpayer's residency and how to make the states respect your residency change.Learning Objectives:Determine statutory residence rules and how to count a "day"Identify concrete steps necessary to change your domicileRecognize common traps for the unwary practitioner*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 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.
 

CE Eligible: Two Products and Practices credits for subscribers who need IAR, CFP, PACE and CPE credits.Join retirement expert Denise Appleby as she explains how these mistakes are often made and what you can do to protect your clients’ IRAs. Topics she will cover include real-life case studies and practical examples.Highlights of Denise's webinar include the following:• The 6% and how to avoid it.• The 10% additional tax and how to avoid traps for the unwary• How to avoid or escape the 25% RMD penalty on RMD shortfalls.• The 100% taxability: How an impermissible portability move could result in 100% loss of tax-deferral and the protective measures that can prevent that.*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 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.
 

End-of-life planning involves some of the most important, sensitive, and legally complex decisions individuals and families will ever face. Join Amitai Heller, a leading attorney at Compassion & Choices specializing in end-of-life litigation, and Kathleen McKinstra, an experienced estate attorney, and Compassion & Choices' Director of Planned Giving, for a comprehensive webinar that explores how to navigate these critical issues while avoiding costly and emotionally taxing legal disputes.This webinar will provide practical and legal insights into:Advanced Directives: How to create clear, enforceable instructions to ensure your healthcare wishes are honored.Medical Power of Attorney (POA): Choosing the right person to make medical decisions on your behalf and ensuring they are legally empowered to act when it matters most.The Legality of Assisted Dying: A state-by-state breakdown of assisted dying laws, what is permitted, and how these decisions intersect with ethics, healthcare, and the law.Steps to Avoid Litigation: Documentation strategies and proactive steps to minimize ambiguity and prevent family disputes.Court Intervention: When and why courts get involved in end-of-life decisions, and how to structure your plans to avoid judicial interference.Life Insurance Considerations: How assisted dying choices impact life insurance coverage, including exclusions and policy implications.This webinar is essential for financial advisors seeking to understand the intersection of law, ethics, and personal choice in end-of-life planning. *CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA 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.
 

Would you like to better understand the spending and debt levels of city, state and federal government? Join Shelia Weinberg from Truth in Accounting for a demonstration of the Data-Z tool, a free, easy-to-use platform that provides over 700 curated data points on government finances.Learn how to use Data-Z to:Quickly assess the financial health of your clients’ local governmentInterpret trends in federal and state debt, spending, and taxationUse visual tools like charts, maps, and regression models to inform client conversationsStrengthen your advice with credible, nonpartisan financial dataHelp clients anticipate how government fiscal pressures might impact taxes, services, and investment climatesThis session is perfect for advisors who want to add contextual financial intelligence to their planning toolbox — without becoming economists.

Join renowned dietitian Leslie Bonci for an engaging and practical webinar on how to make confident, informed food and fitness choices in a world full of nutrition misinformation. Leslie will share her guiding principles for creating a portfolio of ‘Yes I Can’—helping you build a balanced, sustainable approach to eating and exercise. In this session, you will:✔ Assess the ‘State of the Plate’ – Learn how to optimize your food choices for better health without restrictive dieting.✔ Navigate Nutrition Nonsense – Identify and debunk common myths that can derail your wellness efforts.✔ Make Smarter Investments in Health – Discover practical strategies for fueling your body while balancing fitness goals.✔ Adopt a Growth Mindset for Nutrition & Fitness – Shift from restriction to empowerment and flexibility in your approach to food and movement.This webinar is perfect for individuals, fitness enthusiasts, and professionals looking to cut through the confusion and make smarter, sustainable health decisions.

Join nationally renowned CAP Bob Keebler for this session when he educates you on the topics listed below.Understanding the Multi-Dimensional Tax SystemOrdinary income tax brackets and capital gains bracketsStrategies for High-Income Earners with W-2K-1 and Schedule E StrategiesPassive vs. non-passiveGrouping Elections and 469 planning3.8% Net Investment Income Tax (NIIT)Alternative Minimum Tax (AMT)Core Bracket Management StrategiesCapital gain harvesting and tradeoffsCapital loss harvesting and offset rulesFlying below the radar: strategic income timingIncome smoothing and Roth conversionsAsset LocationTax-free assets: Roth IRAs, life insurance, municipal bondsTax-deferred assets: IRAs, annuities, retirement accountsTaxable assets: dividends, capital gains, interest incomeTax-preferred assets: real estate, oil & gas investments Planning Impacts of Medicare PremiumsBracket creep and IRMAA surchargesHow income strategy affects Part B and Part D costsAdditional Planning OpportunitiesUse of NUA (Scenarios: Client laid off; Possible Roth conversion with NUA)Use of annuities, and life insurance in tax managementStrategies for high-income clients in transition years 

Just like financial investing, the choices you make with food can be safe, risky, or uncertain—and navigating these decisions can feel overwhelming. In this follow-up session, expert dietitian Leslie Bonci will help you assess your ‘food portfolio’ and make informed, sustainable nutrition choices that support your health and fitness goals.In this interactive webinar, you will learn:✔ Safe Investments: The nutritional powerhouses you can always count on for health and energy.✔ Risky Investments: Popular diets and food trends—are they worth it, or will they cost you in the long run?✔ Unknown Investments: Emerging nutrition claims—what’s fact, what’s fiction, and what needs more research?✔ Portfolio Diversification: How to balance your food choices for long-term wellness while still enjoying what you eat.Whether you're looking to solidify your nutrition foundation, experiment with new foods, or avoid common pitfalls, this session will equip you with Leslie’s expert insights to invest wisely in your health.

Join nationally renowned CPA Bob Keebler for this session when he educates you on the topics listed below.Tax-Advantaged AccountsContribution optimization for IRAs, 401(k)s, SEP, SIMPLE plansBrief overview of HSAsEducation funding: 529s and Coverdell ESAsMulti-year funding; Grandparent 529s, 529-to-Roth conversionsDeductions and CreditsItemized vs. standard deduction strategyTax bunching and charitable bundlingKey credits: CTC, EITC, and education-related creditsInvestment Tax PlanningCapital gains timing, harvesting, and stacking strategiesConcentrated positionsExamples of cap gains stacking by income bracketIncome Shifting and SplittingUsing family trusts and giftingEmploying family members and setting reasonable compensationOtherSocial Security benefits and taxesCapital gains from homeowners insurance proceeds6. TCJA Sunset: The Possible Impact and What You Can Control

This training class, led by Chris Heye, Ph.D - expert in longevity and cognitive decline, class,  introduces financial professionals to the power of AI to improve client conversations. Participants will learn how to use and integrate AI tools, including WhealthBot and the WhealthChat virtual assistant, into your practice to facilitate more productive discussions about health, wealth, and cognitive decline.Learning Objectives: 
1. Personalize the client experience: Discover how AI empowers you to tailor conversations to each client's unique needs and circumstances
2. Enhance productivity: Learn to use AI tools to streamline and enhance the quality of client interactions, making conversations more productive and effective
3. Plan proactively: Utilize AI insights to anticipate client needs and address concerns proactively, fostering better planning and decision-making
4. Be more confident: Raise your level confidence when speaking with clients, especially health-related concerns

Join us for an inspiring conversation on how financial advisors can amplify their charitable impact—together.In this special session, Michael Goldman shares his experience with giving circles, a collaborative model that brings like-minded advisors together to pool resources, share values, and make a greater difference in the causes they care about. Tom Dickson will join Michael to discuss plans for enlisting Financial Experts supporters to join The Financial Advisors for Good circle so we can amplify the impact of our charitable efforts by working together. You’ll learn:✅ What giving circles are and how they work✅ The unique role financial advisors can play in shaping them✅ How joining (or starting) one can deepen client relationships and professional fulfillment✅ Real-world insights from the launch of Financial Advisors for GoodIf you're passionate about purposeful giving—and want to do more than write a check—this webinar is for you.

In an uncertain market environment, many investors are looking for ways to stay invested in equities while limiting downside risk. Join Harry Mamaysky, Ph.D., Founder of QuantStreet Capital and former professor at Columbia Business School, for a deep dive into downside-protected strategies—a structured way to participate in stock market upside with clearly defined downside exposure.Using real-world examples and product comparisons, Harry will walk you through how these strategies work, when they make the most sense, and how to adapt them to your client portfolios. This is not a product pitch—it’s an analytical and practical session for advisors who want to keep clients invested while limiting downside risk.Topics will include:📊 How downside-protected ETFs and custom option-based structures are built🛡️ Understanding the trade-off between limited downside and capped upside🧠 Strategy variations: from zero-loss to modest-loss/high-upside configurations🔍 Key considerations for evaluating timing, expected return, and structure⚙️ Real implementation mechanics, including T-bill and call spread combinations🧾 Tax treatment of downside-protected trades💼 When this strategy may outperform traditional equity + bond portfoliosWho should attend:Financial advisors, RIAs, and investors looking for practical risk-managed equity strategies that address client concerns about market volatility and sequence-of-return risk.

CE Eligible: Two credits for subscribers who need IAR, CFP, PACE and CPE credits. This fulfills the CFP requirement for Ethics.In this webinar, Tom Duffy, CFP® led listeners in an interactive presentation full of real-life client scenarios that helped them better understand how they can meet their ethical requirements. *CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 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.
 

Handling customer complaints is one of the most critical—and often misunderstood—areas of regulatory compliance for investment adviser representatives. Whether it’s a client’s offhand comment or a formal arbitration demand, knowing how to respond is essential to protecting your license, your reputation, and your firm.Join us for this essential training led by a seasoned compliance expert and legal professional Michelle Atlas-Quinn. This two-hour IAR CE-eligible webinar will walk you step-by-step through the procedures, obligations, and best practices when a communication might be a complaint.You’ll Learn:🔍 How to identify whether a communication qualifies as a reportable complaint🛡️ The role of your firm’s compliance officer and what you can expect if you're the named representative📝 What goes on your Form U4 (Question 14I)—and how to phrase it properly⚖️ What happens when a lawyer gets involved, and the potential for mediation or arbitration📉 What outcomes are possible—from denial to settlement to arbitration loss—and how they affect your E&O insurance🧾 How complaints impact your BrokerCheck record, and what it takes to seek expungement✅ Best practices to prevent complaints through proactive communication and documentationWho Should Attend:Investment adviser representatives, compliance officers, branch managers, and anyone in a client-facing role looking to mitigate risk and stay compliant.*CE/CPE Eligible: 2.2 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.2 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.
 

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE Ethics credit hours for Investment Advisor Representatives.This educational program, led by compliance lawyer Michelle Atlas-Quinn, provides a comprehensive guide for understanding and addressing critical compliance issues.The program is structured into four parts:Understanding SEC and NASAA Examinations: This section provides an overview of the roles and objectives of the SEC and NASAA in their examinations. It emphasizes the importance of compliance for investment advisers and highlights common focus areas such as fiduciary responsibilities and disclosure practices.Key Compliance Deficiencies: A detailed exploration of fiduciary obligations, disclosure and transparency, compliance programs, and custody of client assets. This part delves into common pitfalls, case studies on deficiencies, and best practices for maintaining compliance programs.Practical Compliance Strategies: The final section presents practical strategies for implementing effective compliance controls, including techniques for monitoring and reviewing compliance, and preparing for SEC examinations. It emphasizes the roles of compliance officers and the importance of thorough documentation and record-keeping.Overall, the program aims to equip Investment Adviser Representatives with the necessary knowledge and tools to navigate and adhere to compliance requirements effectively.*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 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.
 

This intensive course, presented by compliance lawyer Michelle Atlas-Quinn, is meticulously structured to provide investment adviser representatives with a deep dive into the ethical standards and fiduciary responsibilities critical to their roles. Acknowledging that investment advisers are held to a higher standard within the financial industry, this course will ensure they possess a thorough understanding of the foundational principles, stringent regulations, and best practices that inform and guide professional conduct and decision-making.*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE Ethics credit hours for Investment Advisor Representatives.*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 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.
 

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for Investment Advisor Representatives - Products and Practices.In this webinar, Wade Pfau reviews the different tax advantages available in the tax code and how to create tax diversification as a foundation for retirement. Wade dives into tax-efficient retirement distributions, including effective marginal tax rate management, strategic Roth conversions, and long-term capital gains harvesting. Wade also covers pitfalls with generating more taxable income, including the Social Security tax torpedo, increased Medicare premiums, and the impacts of tax-preferential sources of income. The webinar finishes with a detailed example to show how more tax-efficient retirement distributions using strategic Roth conversions can significantly extend retirement portfolio longevity.*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 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.

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for Investment Advisor Representatives.This course is on the intergenerational transfer of property and will focus on what CPAs should know about trusts and estates. It will cover many topics ranging from fundamental legal principles of trusts and estates to how language in the trust instrument accomplishes a particular tax result.We will also discuss the legal definitions and principles of estates and trusts, the basic principles regarding property ownership, and the types of trusts commonly used. We will also delve into trust accounting fundamentals and the specific clauses that are important to understand, including formula valuation clauses.Learning Objectives:Determine how to read and understand estate planning instrumentsIdentify basic fiduciary accounting principlesRecognize select planning opportunities and trapsIdentify the requirements for a trust to be a qualified designated beneficiary of an IRADetermine how to use IRD to fund charitable bequests*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 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.
 

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE Products and Practices credit hours for Investment Advisor Representatives.Join renowned CPA Bob Keebler in this comprehensive webinar to explore advanced tax planning strategies designed to maximize your clients' financial outcomes. This session will delve into key areas such as Roth Conversions, Roth IRA Distribution Limitations, Net Unrealized Appreciation, Gain and Loss Harvesting, Novel 529 Strategies, Opportunity Zones, Solar Investment, and 1031 Exchanges, providing you with the insights needed to effectively manage your clients' tax brackets. Learn how to optimize annuities through gain harvesting, leverage charitable giving for tax benefits, and strategically plan itemized deductions.Additionally, the webinar will cover the nuances of 529 Plans, the unique benefits of investing in oil and gas, and the intricacies of installment sales. Whether you're looking to enhance your knowledge on investments or seeking innovative approaches to tax planning, this session offers valuable information to help you guide your clients towards making informed financial decisions. Don't miss this opportunity to gain practical tips and strategies that you can immediately apply in your practice.*CE/CPE Eligible: 2.2 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.2 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.
 

CE Eligible: Two credits for subscribers who need IAR, CFP, PACE and CPE credits. This fulfills the CFP requirement for Ethics.In this webinar, Tom Duffy, CFP® led listeners in an interactive presentation full of real-life client scenarios that helped them better understand how they can meet their ethical requirements.*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 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.
 

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE Ethics credit hours for Investment Advisor Representatives.In our introductory segment, we will set the stage by discussing the significance of dual registration in the financial sector, offering a succinct yet thorough overview that underscores its relevance in today's market. Moving forward, we delve into the definition, scope, and historical evolution of dual registration, including a detailed examination of the regulatory frameworks imposed by both the SEC and state authorities. Our expert speakers will navigate the labyrinth of regulatory compliance challenges, emphasizing key issues such as fiduciary duties, reporting requirements, and managing conflicts of interest.The webinar will also shed light on the operational hurdles associated with dual registration, discussing the technological infrastructure needed for compliance, data management intricacies, and the crucial role of staff training and management. In addition, we'll explore the legal and contractual aspects, highlighting the importance of proper documentation and strategies for dispute resolution in dual registration contexts.Risk management is another core topic, where we will outline effective strategies for identifying, assessing, and mitigating risks, complemented by regular compliance assessments. Engaging case studies will provide real-world insights into successful implementations of dual registration, along with challenges faced and lessons learned.*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 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.
 

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE Ethics credit hours for Investment Advisor Representatives.This educational program, led by compliance lawyer Michelle Atlas-Quinn, provides a comprehensive guide for understanding and addressing critical compliance issues.The program is structured into four parts:Understanding SEC and NASAA Examinations: This section provides an overview of the roles and objectives of the SEC and NASAA in their examinations. It emphasizes the importance of compliance for investment advisers and highlights common focus areas such as fiduciary responsibilities and disclosure practices.Key Compliance Deficiencies: A detailed exploration of fiduciary obligations, disclosure and transparency, compliance programs, and custody of client assets. This part delves into common pitfalls, case studies on deficiencies, and best practices for maintaining compliance programs.Practical Compliance Strategies: The final section presents practical strategies for implementing effective compliance controls, including techniques for monitoring and reviewing compliance, and preparing for SEC examinations. It emphasizes the roles of compliance officers and the importance of thorough documentation and record-keeping.Overall, the program aims to equip Investment Adviser Representatives with the necessary knowledge and tools to navigate and adhere to compliance requirements effectively.*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 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.
 

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE Products and Practices credit hours for Investment Advisor Representatives.This program, which features tax attorney Joe Endres, will address applying residency tax rules to commuters, occasional visitors, and full-time residents of the various states. It will also identify the practices most states use to determine if a taxpayer has "truly" changed their residence. For example, changing your residence from a high-tax state (think NY, NJ & CA) to a low or no-tax state (think FL) can dramatically reduce the amount of state taxes you have to pay. But high-tax states don't let their residents go smoothly. If you continue to maintain any connection to the former residence (think snowbirds), the high-tax state may contest that you genuinely changed your residence. Note that Mr. Endres specializes in residency and local taxation matters and has represented numerous clients in cases related to this issue.In this webinar, Mr. Endres will teach you how states determine a taxpayer's residency and how to make the states respect your residency change.Learning Objectives:Determine statutory residence rules and how to count a "day"Identify concrete steps necessary to change your domicileRecognize common traps for the unwary practitioner*CE/CPE Eligible: 2.2 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.2 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.
 

CE Eligible: Two credits for subscribers who need IAR, CFP, PACE and CPE credits.Join retirement expert Denise Appleby as she explains how these mistakes are often made and what you can do to protect your clients’ IRAs. Topics she will cover include real-life case studies and practical examples.Highlights of Denise's webinar include the following:• The 6% and how to avoid it.• The 10% additional tax and how to avoid traps for the unwary• How to avoid or escape the 25% RMD penalty on RMD shortfalls.• The 100% taxability: How an impermissible portability move could result in 100% loss of tax-deferral and the protective measures that can prevent that.*CE/CPE Eligible: 2.2 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.2 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.
 

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for Investment Advisor Representatives - Products and Practices.In this webinar, Wade Pfau reviews the different tax advantages available in the tax code and how to create tax diversification as a foundation for retirement. Wade dives into tax-efficient retirement distributions, including effective marginal tax rate management, strategic Roth conversions, and long-term capital gains harvesting. Wade also covers pitfalls with generating more taxable income, including the Social Security tax torpedo, increased Medicare premiums, and the impacts of tax-preferential sources of income. The webinar finishes with a detailed example to show how more tax-efficient retirement distributions using strategic Roth conversions can significantly extend retirement portfolio longevity.*CE/CPE Eligible: 2.2 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.2 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 nationally renowned CPA Bob Keebler for this session when he educates you on the topics listed below.Business Structures and Tax ImplicationsTax pros and cons of LLCs, S Corps, C Corps, and PartnershipsHow distributions are handled for each entity typeS Corp Wage OptimizationRestructuring strategies to improve tax efficiencySection 199A Qualified Business Income DeductionSection 1202 Qualified Small Business StockBusiness Deductions and CreditsKey deductions: depreciation, operating expenses, Section 179Tax credits: R&D, Work Opportunity Credit, Health Care CreditTiming and Revenue DeferralAligning income and expenses for optimal timingTechniques to accelerate deductions and defer incomeOwner & Employee CompensationSolo 401(k) vs. SEP IRAAggregation rules under Section 199ATax-efficient fringe benefits (e.g., wellness, tuition programs)Medical ProfessionalsEntity Structuring & Deduction Stacking for Independent PhysiciansBackdoor Roths, Mega Backdoor Roths, and Tax-Efficient Retirement SavingReal Estate, Passive Income, and Material Participation for DoctorsTax-Efficient Exit Planning: Practice Sales, Equity, and Asset TransfersStructuring installment sales to spread capital gainsHow to sell goodwill tax-efficiently (especially for sole proprietors)1031 exchange strategies for doctors selling real estateGifting or selling business interest to trusts (e.g., IDGT)Planning around the TCJA sunset and estate tax exemption compression in 2026

There’s no time like the present to look at tax strategies for charitable giving, and with life’s competing priorities, you may be seeking a simpler, tax-smart approach to make giving more efficient this year. Join Mary Jovanovich, CAP® from Schwab Charitable to learn about timely charitable giving strategies to help you achieve maximum impact on the causes you care about. Topics Mary will cover include:Tax-smart charitable giving strategies to consider this yearInsights on how donors leverage appreciated non-cash assets for philanthropic impactInnovative tools and resources to help you navigate the tax benefits of giving and help guide your planning efforts*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA 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 nationally renowned CPA Bob Keebler for this session when he educates you on the topics listed below.Roth ConversionsRoth rules recap: taxability, recharacterization, and five-year rule nuancesVisualizing brackets: Ordinary vs. LTCG brackets, ACA cliffs, IRMAA bandsConversion strategies by life stage: Pre-SS, post-SS, RMD phase, and after spouse passesCombining Roths with QCDs, bunching charitable deductions, and DAFsCase study: Using Roths in a 5-year glide plan to reduce lifetime taxesInherited IRA considerations under SECURE ActExecutive Compensation & Equity Planning:RSUs vs. ISOs vs. NSOs83(b) electionsTrusts and Taxations: Estate & Legacy Planning with Tax EfficiencyUnderstanding Simple vs. Complex vs. Grantor Trusts (and Why It Matters)Distributable Net Income (DNI) and the Income Distribution DeductionWhy Trusts Hit the Top Tax Bracket So Quickly (and How to Plan Around It)Capital Gains in Trusts: When They’re Taxed, When They Can Be Passed ThroughLifetime Gifting Strategies:Annual exclusion and unified credit planningUsing trusts for tax control (SLATs, IDGTs)Charitable Legacy Techniques: CRTs, CLATs, and remainder interestsStep-Up in Basis Planning:Community property vs. joint tenancy considerationsManaging highly appreciated assets near end-of-lifeState Estate Tax Planning:Planning for clients in decoupled states

With the SEC and state regulators sharpening their focus on fiduciary obligations, disclosure accuracy, and cybersecurity in 2025, investment adviser representatives (IARs) must stay ahead of evolving expectations. This two-hour educational webinar—led by a compliance attorney Michelle Atlas-Quinn with real-world experience—dives deep into the most pressing compliance issues facing IARs this year.Whether you're preparing for an SEC exam or just want to strengthen your firm’s compliance posture, this course delivers actionable insights and practical guidance for staying compliant, avoiding costly mistakes, and protecting your practice.Topics Michelle will cover:✅ SEC’s 2025 Examination Priorities – What’s on the radar and how to prepare🧭 Fiduciary Obligations – What the duty of care and duty of loyalty really mean for you🗂️ Disclosure Pitfalls – Avoiding errors in Form CRS, Form ADV, and marketing disclosures🛡️ Custody Rule Compliance – Understanding SLOAs, indirect custody, and audit requirements🔍 Best Practices for Internal Compliance Controls – Policies, monitoring, staff training, and documentation📊 What to Expect in an SEC Exam – From record-keeping tips to crypto-related compliance trendsWhy You Should Attend:Learn how to spot red flags that examiners are trained to catchUnderstand how to properly disclose fees, conflicts, and servicesGet updates on the Marketing Rule, Best Execution, and evolving custody interpretationsDevelop a proactive plan to reduce firm and personal liabilityWalk away with a compliance checklist and practical tools you can use immediately*CE/CPE Eligible: 2.2 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.2 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 are frequently called upon by their clients to serve as trustees—or to advise clients who have taken on this critical role. Becoming a trustee is a significant responsibility, involving both fiduciary duties and potential legal liabilities.In this insightful webinar, the experts at Private Trust Consortium will clarify exactly what it means to serve as a trustee, including:The essential fiduciary duties every trustee must understand.Common pitfalls trustees face—and how advisors can help avoid them.Specific scenarios illustrating trustee liabilities and how to manage risk.Practical steps advisors can take to protect their clients—and themselves—from liability exposure.Equip yourself with the knowledge to confidently guide your clients or consider trustee roles yourself, fully understanding the responsibilities and risks involved.Reserve your spot now to ensure you're prepared to advise clients effectively and securely navigate trustee roles.*CE/CPE Eligible: 1.1 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 1.1 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 SEC’s Marketing Rule under the Investment Advisers Act has transformed how Investment Adviser Reps (IARs)can advertise their services and use testimonials, performance data, and third-party ratings. Are you confident your firm’s marketing materials comply?This two-hour IAR CE-eligible session (Ethics), led by compliance attorney Michelle Atlas-Quinn, will walk you through the latest regulatory expectations, provide real-world exam questions, and help you avoid the most common pitfalls.What You'll Learn:📢 What Counts as an Advertisement under the SEC's definition—including new nuances around one-on-one communications🚫 Prohibited Statements: Learn what language and omissions can get you in trouble💬 Testimonials vs. Endorsements: Understand the difference and when written agreements and disclosures are required📈 Performance Advertising: When you can use hypothetical performance, what disclosures are required, and when it’s prohibited🌟 Third-Party Ratings: How to use them properly—including social media considerations and entanglement rules📚 Books and Records Requirements: What documentation you need to retain under the new rules🧾 Form ADV Part 1 Item 5(L): What you now must disclose about your marketing practices Why You Should Attend:Learn best practices for working with compliance when preparing or reviewing marketing materialsUnderstand your obligations to oversee third parties, including solicitors and content creatorsAvoid SEC scrutiny by staying proactively compliant*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 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.
 

Every financial planner faces the fundamental question from clients: How much do I need to retire? In this 60-minute session, renowned retirement expert Wade Pfau Ph.D., CFA, RICP will provide a structured framework to answer this critical question with confidence. He will guide you through essential steps, including budgeting for retirement, quantifying risks, evaluating assets, and calculating the Funded Ratio—a powerful tool to assess financial preparedness. Attendees will also explore strategies to help clients bridge retirement shortfalls, optimize their portfolios, and align income sources with long-term goals.Through real-world scenarios, you’ll gain practical insights to apply immediately in client conversations. Whether your clients prioritize financial security, legacy planning, or flexible lifestyle spending, this session will equip you with actionable strategies to create personalized, data-driven retirement plans.Learning Objectives:✔ Understand different retirement income styles and how they impact financial planning strategies.✔ Learn how to calculate the Funded Ratio and interpret funding levels to assess retirement readiness.✔ Identify key strategies for underfunded retirements, including asset allocation, spending adjustments, and tax-efficient withdrawals.*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA 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 like you do more than manage money—they help clients navigate life’s biggest questions. Join us for an exclusive conversation with Jordan Grumet, hospice doctor, financial expert, and author of The Purpose Code, as he shares powerful insights on how advisors can guide clients toward a more meaningful relationship with wealth. Discover how to move beyond spreadsheets and investments to help clients align their finances with their deepest values, life goals, and legacy. This thought-provoking session will equip you with the tools to foster deeper client relationships and redefine financial success."I am reading The Purpose Code because I struggle with where to start when it comes to several philanthropic ideas I have. Jordan's book has been very helpful with it's thought-provoking stories of others who've had similar struggles and, most importantly, details on how they've overcome them. This book is a great mix of real-life examples and specific ideas one can take to find their purpose."Tom Dickson, Founder, Financial Experts Network  

In this sequel to the highly rated Cyber Security webinar, Aryn Johnson, will use case studies to educate your on the most common types of cybercrimes* and the strategies for avoiding them. Plus, she will review how to insure and protect yourself, children and business from them. Aryn is an excellent presenter, with deep knowledge of both cyber crime and insurance options clients can use to protect against this risk and other personal risk. *The most common types of cybercrime: Identity theft, social engineering, fraud schemes, phishing scams, online dating, new technology and currency threats.  *CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA 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 clients approaching age 65, navigating health insurance options before Medicare eligibility can be overwhelming—and costly if handled incorrectly. As a financial advisor, your guidance during this critical window can make a significant difference in your clients' financial security and peace of mind.Join health insurance expert Ron Mastrogiovanni for a comprehensive webinar designed to equip you with the knowledge and tools to confidently advise clients between the ages of 55 and 64 on their health insurance options. We’ll explore strategies that align with both healthcare needs and overall financial planning.🧠 Topics We'll Cover:Understanding the Landscape: ACA marketplace plans vs. COBRA vs. private insurance vs. short-term plansTiming Transitions: When to use COBRA, when to shop the exchange, and how to time the switch to MedicareCost Optimization Strategies: Premium subsidies, income thresholds, and how to avoid the "Subsidy Cliff"Health + Wealth Planning: Integrating health costs into retirement income plansSpecial Considerations: For self-employed clients, early retirees, and those with ongoing health issues👥 Who Should Attend:This session is ideal for financial advisors with clients in their late 50s or early 60s who are preparing for retirement, exiting employer plans, or navigating coverage gaps before Medicare begins.🎯 Key Takeaways:How to evaluate plan options and identify hidden risksActionable strategies to reduce out-of-pocket costsTips for helping clients align their health coverage with retirement and income planning goals*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA 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.
 

As more Americans retire or work abroad—and global citizens settle in the U.S.—financial advisors and tax professionals are increasingly encountering complex cross-border issues that standard planning doesn’t address.In this essential webinar, cross-border specialist Edward Cole will dive into the real-world planning challenges and compliance risks that arise when working with clients who are dual citizens, expats, or relocating abroad for retirement or employment.You’ll gain insights into:U.S. tax obligations for citizens living overseasResidency rules, tax treaties, and double taxation trapsForeign pensions, retirement accounts, and Social Security coordinationFBAR, FATCA, and foreign asset reporting requirementsEstate planning considerations for multi-jurisdictional familiesHow to support clients moving to (or from) high-tax or treaty countries like the U.K., Canada, or AustraliaThis session will equip you with the knowledge to confidently serve globally mobile clients—and avoid costly compliance mistakes.Whether you're advising a tech executive on assignment in Europe or a retiree relocating to the U.K., this webinar will expand your toolkit and elevate your value.*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA 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 nationally recognized CCRC expert Brad Breeding for a timely and practical webinar designed to equip financial advisors with the insights and tools they need to better counsel clients considering a move to a Continuing Care Retirement Community (CCRC).You’ll learn:What differentiates CCRCs from other senior living optionsHow contracts, fees, and care levels impact financial planningKey questions advisors should ask when evaluating a CCRCHow to guide clients through affordability and lifestyle decisionsNew advisor-focused tools that make CCRC comparisons easier and more transparentWhether your client is actively exploring a CCRC or just beginning to think about long-term living options, this session will help you become a more informed and trusted resource.*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA 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.
 

This session will feature Childfree Wealth specialist Jay Zigmont introducing a new service to handle the legacy needs of childfree clients. 

Qualified Small Business Stock (QSBS) under IRC §1202 offers one of the most powerful tax incentives available to investors and founders—but only if you understand how to use it. In this CE-eligible session, Caleb Powers of U.S. Boston Growth Capital walks you through the core benefits, qualifications, and advanced planning strategies behind QSBS. Learn how investors can potentially exclude 100% of capital gains (up to $10M or 10x basis) and how advisors can bring substantial value by identifying clients who qualify.Topics include:The history and mechanics of §1202Entrepreneur and investor eligibility testsThe $50M gross assets and active business requirementsThe powerful §1045 rollover strategy for reinvesting gainsAdvanced planning tactics like “stacking & packing” for maximizing exclusionsHow to build and maintain a QSBS “paper trail” that satisfies the IRSIf you advise business owners, investors, or high-net-worth individuals, this webinar will give you practical tools to help clients reduce capital gains—and increase after-tax outcomes.

Looking for a reliable way to help clients preserve purchasing power in retirement? Learn how to construct and implement a Treasury Inflation-Protected Securities (TIPS) ladder with confidence.In this hands-on session, financial planner Jay Abolofia, PhD, CFP®, will walk you through the essentials of building a TIPS ladder—from strategy to execution—so you can align client portfolios with inflation-adjusted income needs.You’ll learn:When and why to consider a TIPS ladder vs. other income strategiesHow to source and select TIPS based on maturity, yield, and inflation coverageStep-by-step ladder construction using real tools and platformsCommon pitfalls and how to avoid themHow to integrate a TIPS ladder into broader financial plansWhether you're serving retirees, near-retirees, or just want to sharpen your fixed income toolkit, this session will leave you with practical, repeatable strategies to use right away.

Every year, over 2.5 million seniors walk away from life insurance policies they’ve paid into for decades—leaving behind more than $100 billion in untapped benefits. Why? Because they don’t know there’s another option.In this dynamic and eye-opening webinar, Life Settlements expert Lisa Rehburg pulls back the curtain on Life Settlements—a powerful but often-overlooked strategy that can turn an unwanted policy into a valuable asset. Through compelling case studies, market data, and real-life success stories, you’ll discover:Who qualifies for a life settlement and who stands to benefitWhat the process entails and how policies are evaluatedWhere the life settlement market operates—and where the pitfalls areWhen to consider this strategy as part of a client’s financial or estate planWhy clients (and their advisors) often miss this lucrative opportunityHow financial advisors can ethically and effectively integrate life settlements into their practiceWhether you’re advising seniors evaluating their insurance needs or looking to add more tools to your planning arsenal, this session will equip you with actionable insights to better serve your clients—and uncover hidden value where others see none.

Hannah Moore, CFP® is changing the way financial planners are trained while addressing the need to attract new talent to the industry. Join this session to learn about the various programs that Hannah and her team offer for training people from those considering entering the financial planning industry to planners looking to enhance their skills.