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Tom Dickson - Founder, Financial Experts Network

Webinar TitleDate & TimeCE Eligible
Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 02.09.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Learn More
*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 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.
Sunday, February 9, 2025 at 11:30 AM ESTYesRegister
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 02.09.2025
Presented by Tom Duffy
Learn More
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.
Sunday, February 9, 2025 at 2:00 PM ESTYesRegister
Tax Planning Ideas for the Financial Advisor to Share with their Clients (Approved for 2 IAR CE) - 02.10.2025
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Learn More
*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.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.
Monday, February 10, 2025 at 9:00 AM ESTYesRegister
What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 02.10.2025
Presented by Joseph Endres, Esq., Hodgson Russ
Learn More
*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 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
Monday, February 10, 2025 at 11:30 AM ESTYesRegister
Helping Clients Peacefully Manage Day-to-Day Finances
Presented by Brian Page,
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Join personal finance educator Brian Page for an engaging webinar designed to empower financial advisors with strategies and tools for couples to discuss the day-to-day management of their household finances. Learn actionable tips for your clients to discuss money in healthy ways using strategies developed by financial therapists. This webinar is perfect for advisors aiming to add value to their client relationships with innovative tips and tools for sound money management techniques. *CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit. 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.
Monday, February 10, 2025 at 12:00 PM ESTYesRegister
How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 02.10.2025
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Learn More
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.
Monday, February 10, 2025 at 2:00 PM ESTYesRegister
Planning for the Next Gen: Navigating the Generation Skipping Transfer Tax
Presented by Patrick Carlson, Vanilla
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At the most basic level, the Generation Skipping Transfer Tax (GSTT) is a federal tax that applies to transfers of property or wealth that skip a generation. But who, exactly, does this tax apply to, and why does it exist at all?In this webinar, Patrick Carlson, Vanilla’s Product Counsel, will review what advisors need to know about the GSTT, how it might affect clients, and to approach the tax in estate planning. *CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit. 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.
Tuesday, February 11, 2025 at 12:00 PM ESTYesRegister
The Repeal of WEP and GPO - The Social Security Fairness Act
Presented by Kurt Czarnowski,
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The Social Security Fairness Act marks a significant change in how Social Security benefits are calculated for individuals receiving pensions from state or local governments or other non-Social Security taxed employment. Join former Social Security Director Kurt Czarnowski to gain the knowledge to help clients navigate these changes effectively.Key Topics Covered:  
1. **Overview of the Social Security Fairness Act**  
  - A detailed explanation of the provisions repealed by the Act.  
  - Insights into how these changes aim to create a fairer system for retirees and their families.2. **Eliminating the Government Pension Offset (GPO)**  
  - Understanding how the repeal of the GPO impacts spousal, widow, and widower benefits.  
  - Practical scenarios demonstrating how clients may see increased benefits.3. **Ending the Windfall Elimination Provision (WEP)**  
  - Clarifying how the removal of the WEP affects individuals with pensions from non-Social Security taxed employers.  
  - Strategies to identify clients who stand to benefit from this change.4. **Effective Date and Client Planning Opportunities**  
  - Exploring the Act's implementation for benefits payable after December 2023.  
  - Proactive steps financial advisors can take to optimize their clients’ retirement plans under the new rules.Who Should Attend?  
Financial advisors seeking to:  
- Provide enhanced retirement planning for clients impacted by the GPO or WEP.  
- Deepen their understanding of Social Security benefits in light of legislative changes.  
- Identify new opportunities to deliver value and grow their practice.Join us to learn how the Social Security Fairness Act reshapes retirement planning and what it means for your clients and your business.  *CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit. 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.
 
Wednesday, February 12, 2025 at 12:00 PM ESTYesRegister
Understanding the Evolving Landscape of California Property Insurance: Lessons from the 2025 Wildfires
Presented by Aryn Johnson, Marsh McLennan Agency
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In January 2025, California faced unprecedented wildfires that reshaped the property insurance market, particularly in the Los Angeles area. These events, fueled by a historic lack of rainfall, extreme winds, and abundant vegetation, have resulted in projected insured losses of $30B to $40B, making them among the most significant natural disasters in U.S. history.This webinar is designed to equip financial advisors with the knowledge and tools necessary to guide their clients through the complexities of property insurance in wildfire-prone regions. Attendees will gain insights into:The causes and economic impact of the 2025 Eaton and Palisades fires.Key trends and challenges in the California property insurance market, including the role of the CA FAIR Plan.Risk mitigation strategies for clients, including understanding wildfire risk scores, urban conflagration potential, and high-risk zones.The implications of shifting market dynamics, including the growth of the Excess & Surplus (E&S) market and the retreat of traditional insurers.Best practices for advising clients on insurance adequacy, navigating claims, and understanding policy limitations.Join us to explore the future of property insurance in a changing climate and learn actionable strategies to support your clients in protecting their assets against wildfire risks.This session is ideal for financial advisors working with clients in high-risk wildfire zones or those seeking to expand their expertise in property insurance solutions.
Tuesday, February 18, 2025 at 12:00 PM ESTYesRegister
Preview of Estate Planning Masterclass with Alan Gassman, J.D., LL.M.
Presented by Alan Gassman, J.D., LL.M., Gassman Law
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Join Alan Gassman, JD, LL.M., a nationally recognized estate planning attorney and thought leader, for a preview of the Estate Planning Masterclass, a 5-session program designed to equip you with little-known planning strategies that set elite advisors apart.In This Preview, You’ll Discover: The most common estate planning pitfalls financial advisors overlook Advanced trust, tax, and wealth transfer techniques for HNW clients & business owners How this Masterclass provides 10 CE credits for CFP®, IAR, and CPA professionals How you can shape the agenda by submitting topics in advance
Wednesday, February 19, 2025 at 4:00 PM ESTNoRegister
Planning Now For the 2026 CLIFF
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates
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The scheduled reduction of the Federal Estate Exemption amount by one half on January 1st 2026 is causing a great many affluent taxpayers to consider what actions to take with respect to large gifts and other strategies. These clients will be best served by consideration of what planning techniques or series of techniques can be used to maximize estate tax reduction while allowing the client to maintain as much control as possible and remaining assets and/or access thereto to assure that the clients do not run out of assets during their lifetimes.Join CPA extraordinaire Bob Keebler to learn techniques that can be used in succession or combination to give clients the best possible results. These include the following:Large gift in 2025, with or without gift splitting.Large gift of discounted assets with or without gift splitting.Installment sale in 2025 followed by forgiveness of note.Sales of assets to grantor trusts for private annuities and self cancelling installment notes.Using "reversible trusts" that can revert back to the Grantor if the estateUsing trusts that are designed to allow for toggling off Grantor Trust status in whole or in part without causing a gift by beneficiaries.Increasing income tax basis by providing powers of appointment to family members *CE/CPE Eligible: 1.5 CE credits are available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.5 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.
Thursday, February 20, 2025 at 1:00 PM ESTYesRegister
Mastering Health Insurance Benefits
Presented by Michella Drummond and Larry Pon, CPA,
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This comprehensive webinar is designed to empower financial advisors with the knowledge to navigate the complexities of health benefit plans. Join Michella Drummond, health insurance administrator, and CPA Larry Pon to gain a deep understanding of key health insurance strategies to better guide their clients in optimizing tax-advantaged savings and enhancing employee benefits. Through practical examples and actionable insights, participants will leave equipped to add value to both individual and business clients.Topics Covered:Health Reimbursement Arrangements (HRAs):Explore how HRAs work, their tax advantages, and strategies for integrating them into small business benefit plans.125 Cafeteria Plans:Understand the structure of these plans, including flexible spending accounts (FSAs) and dependent care accounts, and how they can benefit employers and employees alike.Health Savings Accounts (HSAs):Learn about the triple tax advantages of HSAs, eligibility requirements, and strategies for long-term healthcare savings and retirement planning.Wellness Benefits:Discover how wellness programs can reduce healthcare costs, boost employee productivity, and align with broader financial planning goals.
Tuesday, February 25, 2025 at 12:00 PM ESTYesRegister
How to Discuss Cognitive Decline with Clients
Presented by Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning
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Join Chris Heye, PhD, Founder and CEO of WhealthCare Planning to learn skills to discuss “sensitive” topics with their clients. Class participants will gain confidence learn how to initiate and sustain client discussions about health, wealth, and cognitive decline utilizing expert-informed conversation recommendations, starter scripts, and empathy.Webinar Objectives:Build trust: Learn how to create a safe and supportive environment for clients to discuss “difficult” topicsEnhance relationships: Build loyalty by showing your clients that you understand their needs and concernsBe more confident: Raise your level of comfort and confidence when speaking with clients about topics at the intersection of health, wealth, and cognitive decline
Tuesday, March 4, 2025 at 12:00 PM ESTYesRegister
Connections That Count: Innovation and Empathy in Financial Advice
Presented by Dr. Emily Koochel, eMoney
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Discover how financial technology and psychology are shaping the future of advice. Dr. Emily Koochel is the Manager of Financial Wellness at eMoney will lead this webinar that explores strategies to enhance collaboration, build stronger client relationships, and leverage empathy and emotional insights to deliver impactful, client-centered financial guidance.Learning Objectives:1. Learn about the role of financial psychology in financial planning engagements.2. Explore how financial technology can improve collaboration between advisors and clients, fostering transparency and trust.3. Discover strategies to strengthen relationships by integrating empathy and emotional awareness into your advisory approach.4. Deliver personalized and impactful client-centered financial advice that drives better outcomes.
Thursday, March 6, 2025 at 12:00 PM ESTYesRegister
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 03.06.2025
Presented by Tom Duffy
Learn More
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.
Thursday, March 6, 2025 at 1:00 PM ESTYesRegister
Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE) - 03.07.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
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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 credit hours for Investment Advisor Representatives.
Friday, March 7, 2025 at 9:00 AM ESTYesRegister
Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 03.07.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Learn More
*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 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.
Friday, March 7, 2025 at 11:30 AM ESTYesRegister
Tax-Efficiency for Retirement Spending (Approved for 2 IAR CE) - 03.08.2025
Presented by Wade Pfau
Learn More
*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.
Saturday, March 8, 2025 at 9:00 AM ESTYesRegister
What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 03.08.2025
Presented by Joseph Endres, Esq., Hodgson Russ
Learn More
*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 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
Saturday, March 8, 2025 at 11:30 AM ESTYesRegister
What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 03.08.2024
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
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*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
Saturday, March 8, 2025 at 2:00 PM ESTYesRegister
Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits) - 03.09.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
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*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.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.
Sunday, March 9, 2025 at 9:00 AM EDTYesRegister
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 03.09.2025
Presented by Tom Duffy
Learn More
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.
Sunday, March 9, 2025 at 11:30 AM EDTYesRegister
Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 03.09.2025
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Learn More
*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 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.
Sunday, March 9, 2025 at 2:00 PM EDTYesRegister
Tax Planning Ideas for the Financial Advisor to Share with their Clients (Approved for 2 IAR CE) - 03.10.2025
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Learn More
*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.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.
Monday, March 10, 2025 at 9:00 AM EDTYesRegister
How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 03.10.2025
Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Learn More
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.
Monday, March 10, 2025 at 11:30 AM EDTYesRegister
Tax-Efficiency for Retirement Spending (Approved for 2 IAR CE) - 03.10.2025
Presented by Wade Pfau
Learn More
*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.
Monday, March 10, 2025 at 2:00 PM EDTYesRegister
The Mother of All Bubbles?
Presented by Harry Mamaysky, Ph.D,
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Join Professor Harry Mamaysky for an insightful discussion on whether the AI revolution is truly transforming markets—or fueling speculation.🔹 Why today’s high CAPE ratio doesn’t necessarily mean lower future returns🔹 Why current market and macroeconomic conditions don’t signal an imminent correction🔹 Why, despite U.S. market valuations, global diversification remains a smart strategyDiscover why the market may have it right—but why adding international exposure could still be a prudent move. Don't miss this expert analysis!
Wednesday, March 12, 2025 at 12:00 PM EDTYesRegister
2025: Another Volatile Year for Student Loan Borrowers
Presented by Ryan Galiotto, CFP® CSLP®, Etch Financial
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The year 2025 is shaping up to be one of unprecedented uncertainty and challenges for student loan borrowers. With legal complexities surrounding the SAVE Plan and the evolving repayment landscape, expert guidance has never been more essential.Join Ryan Galiotto, Certified Student Loan Professional with Etch Financial/Student Loans Gotta Go, for an in-depth update on the latest legal developments related to the SAVE Plan and actionable strategies for navigating repayment and forgiveness options in the post-SAVE Plan era.Additionally, we’ll explore how a potential change in White House leadership could shape the future of student loans over the next four years. Don’t miss this opportunity to stay informed and prepared in these uncertain times.
Thursday, March 13, 2025 at 12:00 PM EDTYesRegister
Decoding ETFs: Essential Insights for Financial Advisors
Presented by Jon Maier, JP Morgan Asset Management
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Exchange-Traded Funds (ETFs) have reshaped the investment landscape, offering unique opportunities and challenges. Join J.P. Morgan's Chief ETF Strategist, Jon Maier, to gain a deep understanding of ETFs, from their rapid growth to key principles for effective investment decisions. Drawing on insights from the latest J.P. Morgan Guide to ETFs, we’ll explore trends, strategies, and best practices to optimize portfolio performance in today’s dynamic market.Key Topics:ETF Market Evolution and Growth:Discover how ETFs have expanded globally, representing $14.3 trillion in assets as of 2024, and understand the trends driving their continued growth.Types and Applications of ETFs:Learn about market-cap, factor-based, and actively managed ETFs, and how to leverage them for portfolio diversification and targeted investment goals.ETF Liquidity and Transparency:Explore the liquidity mechanisms of ETFs during volatile markets and the transparency benefits they offer for better decision-making.Tax Efficiency and Cost Effectiveness:Uncover the tax advantages of ETFs compared to mutual funds and how to evaluate their total cost of ownership.Actionable Strategies for Advisors: Gain insights into using ETFs for risk management, tactical adjustments, and tax-loss harvesting, tailored to client needs.
Tuesday, March 18, 2025 at 12:00 PM EDTYesRegister
Estate Planning Masterclass #1: Introduction to Estate Planning Essentials
Presented by Alan Gassman, J.D., LL.M., Gassman Law
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This is the first of a five session Masterclass program featuring estate planning attorney Alan Gassman, JD, LLM.In this session, Alan will educate you on these key topics:Definition and goals of estate planning.Overview of estate planning documents: Wills, Revocable and irrevocable trusts, Powers of attorney, Advance healthcare directivesFederal estate and gift tax basics: Estate tax exemptions, Gift tax limits and Annual exclusion giftsState estate and inheritance taxes: key considerations.Role of life insurance in estate planning: Providing liquidity for estate taxes, Equalizing inheritances among heirs and Funding buy-sell agreements. 
Wednesday, March 19, 2025 at 12:00 PM EDTYesRegister
The Rider and the Elephant: Tapping into Your Best Financial Decision Making Mode
Presented by Cherie Stueve, Cerefi
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The Rider and Elephant metaphor offers a powerful framework for understanding human decision making, particularly in financial planning. Presented by Cherie Stueve from Cerifi, this concept distinguishes between two sides of the mind: the rational, controlled “Rider” and the emotional, impulsive “Elephant.” Together, these two forces determine how individuals make choices, especially under stress or uncertainty.The Rider represents the logical, analytical side of decision making. It loves to plan, set long-term goals, and maintain self-control. However, the Rider’s weakness lies in overanalyzing and easily losing control, especially when faced with uncertainty.In contrast, the Elephant is the impulsive, emotional side, driven by instinct and immediate rewards. It has tremendous power but resists change and prefers the familiar. The key challenge in financial planning is to align both the Rider’s logical foresight and the Elephant’s emotional motivations.By shaping the "Path"—the environment in which decisions are made—financial professionals can help their clients make better choices. Whether motivating clients through small changes or guiding them with clear, step-by-step plans, advisors can help the Rider and Elephant work together. Practical strategies include setting smaller, manageable goals for clients (shrinking the change), providing concrete advice (directing the Rider), and engaging emotional motivation (motivating the Elephant).Through this approach, advisors can address common cognitive biases that affect decision-making, such as loss aversion, overconfidence, and choice paralysis. Empowering the Rider while taming the Elephant allows clients to navigate financial decisions more effectively and ultimately achieve their long-term goals. The presentation stresses that small tweaks in the environment and behavior can lead to significant progress, as the Rider and Elephant learn to collaborate toward financial success.
Thursday, March 20, 2025 at 12:00 PM EDTYesRegister
Understanding how Private Placement Life Insurance (PPLI) Wealth Transfer Strategies for the RIGHT Client
Presented by Bob Chesner, CPA, Ripp Grossman & Fitte
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Private Placement Life Insurance (PPLI) offers an unparalleled opportunity for high-net-worth clients to optimize their wealth management strategies. Join wealth transfer expert Bob Chesner, CPA for a webinar is designed to provide you with a comprehensive understanding of PPLI's benefits, mechanics, and applications in retirement planning, tax optimization, and estate transfer. Learn how this strategy can help your clients grow investments tax-free, access tax-free income, and pass wealth to the next generation with maximum efficiency.Key Topics:Why Taxes Matter: Explore the impact of taxes on investment returns and how PPLI mitigates this burden.The Three Tenets of PPLI: (1) Tax-free investment growth. (2) Tax-free access to retirement income.(3) Tax-free wealth transfer to heirs.Comparing Taxable Investments and PPLI: See real-life examples of how PPLI outperforms traditional taxable accounts in returns, tax efficiency, and long-term value.PPLI as a Customizable Solution: Discover how PPLI is tailored to client needs with low fees, flexible investment strategies, and open architecture for investment managers.Applications in Estate Planning: Learn how PPLI integrates with estate structures like family limited partnerships (FLPs), irrevocable life insurance trusts (ILITs), and dynasty trusts to protect assets and minimize taxes.Who Should Attend:This webinar is ideal for financial advisors serving high-net-worth individuals, business owners, and families seeking advanced strategies for tax-efficient investing and wealth transfer.
Tuesday, March 25, 2025 at 12:00 PM EDTYesRegister
Estate Planning Masterclass #2: Advanced Wealth Transfer Strategies
Presented by Alan Gassman, J.D., LL.M., Gassman Law
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In this session, Alan Gassman, JD, LLM will cover these key topics:Lifetime gifting strategies:Annual exclusion giftsLeveraging the lifetime gift tax exemptionUsing family limited partnerships (FLPs) and family LLCs.Charitable giving techniques:Donor-advised fundsCharitable remainder trusts (CRTs)Charitable lead trusts (CLTs) The role of GRATs (Grantor Retained Annuity Trusts) and IDGTs (Intentionally Defective Grantor Trusts)Spousal lifetime access trusts (SLATs).Utilizing life insurance for tax-efficient wealth transfer:Irrevocable Life Insurance Trusts (ILITs).Ensuring the death benefit is outside the taxable estate.
Wednesday, March 26, 2025 at 12:00 PM EDTYesRegister
Estate Planning Masterclass #3: Leveraging Trusts in Estate Planning
Presented by Alan Gassman, J.D., LL.M., Gassman Law
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In this session, Alan Gassman, JD, LLM will cover these key topics:Revocable vs. irrevocable trusts: benefits and trade-offs.Trust structures for specific goals:Dynasty trusts for multigenerational wealth preservation.QTIP (Qualified Terminable Interest Property) trusts for blended families.Asset protection trusts for shielding wealth from creditors.Tax-saving trustsBypass trusts to optimize the use of estate tax exemptions.Charitable trusts for philanthropic goals and tax benefits.Integrating life insurance within trust structuresFunding ILITs for estate tax liquidity.Using survivorship life insurance for second-to-die strategies.
Wednesday, April 2, 2025 at 12:00 PM EDTYesRegister
Estate Planning Masterclass #4: Tax Minimization Strategies in Estate Planning
Presented by Alan Gassman, J.D., LL.M., Gassman Law
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In this session, Alan Gassman, JD, LLM will cover these key topics:Techniques for reducing estate tax exposure:Valuation discounts for minority interests.Lifetime exemption planning.Income tax considerationsStep-up in basis rules and their impact.Roth conversions and tax-efficient retirement account distributions.Planning for highly appreciated assets.Navigating state-level taxes:States with estate and inheritance taxes.State-specific planning strategies.Using life insurance to offset tax liabilitiesStructuring policies for estate tax liquidity.Tax advantages of permanent life insurance.
Wednesday, April 9, 2025 at 12:00 PM EDTYesRegister
Financial Transition Planning
Presented by Sandy Adams, CFP®, Center for Financial Planning, Inc.
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Have you ever noticed that when clients are going through a major life transition, especially one that involves money, their need for help becomes more immediate? And at the same time, because of the stress and emotion of these situations, in addition to the technical complexities, they may have difficulty being able to move forward. It is in these times that our clients need us most.Join Sandy Adams, CFP® to get the training and skills you need to help your clients navigate the complexities that come with complicated life transitions. Financial Transition Planning is helping clients with both the technical and emotional side of money by:Cultivating deep listening skills.Learning what it means to provide a safe space for your clients so they feel protected.Helping clients and their families process their thoughts and feelings about this collective event as well as their life events.Guiding clients through decision-making.Developing a formalized self-care plan and show your clients how to create their own.
Thursday, April 10, 2025 at 12:00 PM EDTYesRegister
Estate Planning Masterclass #5: Business Succession and Special Estate Planning Needs
Presented by Alan Gassman, J.D., LL.M., Gassman Law
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In this session, Alan Gassman, JD, LLM will cover these key topics:Business succession planningBuy-sell agreements.Strategies to pass businesses to heirs tax-efficiently.Leveraging trusts and valuation discounts for closely held businesses.Planning for unique needsEstate planning for special needs beneficiaries.Considerations for non-U.S. citizens or cross-border planning.Digital asset estate planning.Life insurance in business successionFunding buy-sell agreements with life insurance.Using key person insurance to protect the business.
Wednesday, April 16, 2025 at 12:00 PM EDTYesRegister
Cash Balance Plans - A Tax & Retirement Strategy for High Income Owners
Presented by Larry Blades, Oakwood Summit
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This webinar, led by Larry Blades, offers an in-depth exploration of Cash Balance Plans for financial professionals. Larry is a qualified consultant of a little-known retirement plan that can be used by all businesses and self-employed individuals. Explore the key features, benefits, and regulatory requirements of these plans, and learn effective implementation strategies to maximize retirement savings and tax deductions for high-income owners. Real-world case studies and practical examples will provide the knowledge needed to navigate plan design, compliance, and funding strategies. By the webinar, you will be prepared to counsel clients on the suitability of Cash Balance Plans and their role in enhancing financial planning strategies.
Tuesday, April 22, 2025 at 12:00 PM EDTYesRegister
10 Biggest Mistakes Clients Make with Life Insurance and Annuities – What Every Financial Advisor Needs to Know
Presented by Scott Witt, Actuary, Witt Actuarial services
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Join us for an informative webinar, with fee-only insurance advisor Scott Witt, designed to help financial advisors guide their clients through the complexities of life insurance and annuities. With consumers often confused by the wide array of options, advisors play a critical role in ensuring that their clients avoid common pitfalls. This session will highlight the biggest mistakes clients make, from choosing the wrong type of policy or annuity to mismanaging existing coverage. Scott will cover key topics such as the risks of policy lapses, understanding the true drivers of policy performance, and how to identify cost-effective alternatives within the same company.In addition to addressing life insurance mistakes, Scott will delve into annuities, focusing on why deferred annuities are often oversold while immediate annuities remain underutilized. Advisors will learn how to help clients evaluate the right annuity for their specific needs, and how products like longevity insurance could become game changers in the future. Whether you’re advising clients on how to maximize their coverage or looking for ways to integrate insurance into their overall financial plans, this webinar will provide the expert insights you need to avoid costly errors and optimize client outcomes. *CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit. 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.
Thursday, April 24, 2025 at 12:00 PM EDTYesRegister
Seven Components of Longevity Planning
Presented by Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning
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Join Chris Heye, PhD, Founder and CEO to learn the Seven Components of a Successful Longevity Plan so you can better assist clients prepare for health and longevity-related risks. These risks pose significant challenges to financial security, physical and behavioral well-being, and legacy planning.Key Learning Objectives:Master the Seven ComponentsUnderstand each component of a successful longevity plan.Learn how to integrate them into your financial planning practice.Deliver Holistic ServicesGain insights into the financial consequences of health and longevity risks.Discover strategies to help clients manage and mitigate these risks effectively.Increase ConfidenceEnhance your comfort level when discussing health and longevity-related risks with clients.Grow Your PracticeConsolidate held-away assets.Build relationships with the next generation of clients.Drive organic revenue growth through a more personalized and meaningful client experience.This course is designed to elevate your practice by addressing the critical challenges of longevity planning, fostering deeper client relationships, and positioning your business for sustainable growth.
Tuesday, May 6, 2025 at 12:00 PM EDTYesRegister
Guided Spending Rates: Rethinking “Safe” Initial Withdrawal Rates
Presented by David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions
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Join David Blanchett to learn a fresh perspective on how to estimate optimal portfolio withdrawal rates for retirement by integrating spending flexibility (i.e., dynamic withdrawals) and an outcomes metric that better captures the anticipated retiree sentiment regarding various potential outcomes. By more accurately incorporating retiree decisions and preferences, these “guided spending rates” are notably higher than the conventional “4% Rule” and be used by advisors and retirees as a more realistic target for spending levels during retirement.
Thursday, May 8, 2025 at 12:00 PM EDTYesRegister
Case Studies in Childfree Life, Financial, Estate and Tax Planning
Presented by Jay Zigmont, PhD, MBA, CFP®,
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What does life, financial, estate, and tax planning look like when you never have kids? Does that much really change? Join Jay Zigmont, Childfree Wealth Specialist® for a dive into real cases and plans to pull apart how you plan for FILE, dying with zero, finances as a soloist, and more.
Thursday, May 15, 2025 at 12:00 PM EDTYesRegister
Unlocking the Power of ABLE Accounts: A Guide for Financial Advisors
Presented by Kristin Carleton and Mary Morris
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Join Mary Morris, CEO of Virginia529, and Kristin Carleton, Special Needs Planner + Commonwealth Savers Board Member, for an essential webinar designed to equip financial advisors with the knowledge and strategies needed to help clients take full advantage of Achieving a Better Life Experience (ABLE) accounts. These tax-advantaged savings accounts empower individuals with disabilities to save for future expenses without jeopardizing their eligibility for crucial government benefits like Supplemental Security Income (SSI) and Medicaid.In this session, you’ll learn:✅ ABLE Account Basics – Who qualifies, contribution limits, and key benefits.✅ Strategic Planning – How ABLE accounts fit into a broader financial plan, including estate and special needs planning.✅ Investment & Tax Advantages – How earnings grow tax-free and what financial professionals should consider when advising clients.✅ State-Specific Considerations – Navigating differences in ABLE programs across the country.✅ Comparing ABLE vs. Special Needs Trusts – When and how each strategy makes sense.This webinar is ideal for financial advisors, estate planners, and fiduciaries seeking practical insights to help clients with disabilities achieve financial security and independence.
Thursday, May 29, 2025 at 12:00 PM EDTYesRegister
New SEC AML Rule for Investment Adviser Reps and RIAs
Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
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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 pending approval 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.
Thursday, June 12, 2025 at 12:00 PM EDTYesRegister
Navigating Senior Living...Understanding the Options
Presented by Kristy Kennedy, Silver Bridges Consulting
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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 available Be able to contrast the differences between senior living models of care and the advantages and disadvantages of each Recognize the inputs that impact and influence pricing Understand the funding options available 5. Recommend important questions for clients to ask when evaluating and comparing senior living providers
Tuesday, June 17, 2025 at 12:00 PM EDTYesRegister
A Sequel: Best Practices for Protection against Cyber Threats
Presented by Aryn Johnson, Marsh McLennan Agency
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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.  
Thursday, June 19, 2025 at 12:00 PM EDTNoRegister
End-of-Life Decisions: Legal Protections, Pitfalls, and Prevention of Litigation
Presented by Amitai Heller and
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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.
Tuesday, June 24, 2025 at 12:00 PM EDTYesRegister
How To Leverage AI To Improve Client Conversations
Presented by Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning
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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
Thursday, July 10, 2025 at 12:00 PM EDTNoRegister