Upcoming Webinars

With more states imposing estate or inheritance taxes—and thresholds that are often far lower than the federal exemption—many clients face tax exposure they never anticipated. For financial advisors, understanding how to spot these risks and guide clients toward effective planning strategies has never been more important.In this advanced webinar, nationally recognized estate planning attorney Alan Gassman will break down the five most effective techniques to help clients avoid or minimize state-level estate and inheritance taxes. Advisors will learn when each strategy applies, how to communicate the benefits to clients, and practical steps to coordinate planning with legal and tax professionals.During this session, Alan will cover:1. Lifetime Gifting StrategiesHow proactive gifting—both outright and through trusts—reduces future estate tax exposure while keeping clients financially secure.2. Credit Shelter & Spousal PlanningUsing bypass trusts, portabil­ity alternatives, and state-specific planning to preserve exemptions and protect family wealth.3. Trust Structures that Reduce State Tax ExposureHow properly structured irrevocable trusts, including DINGs, NINGs, and SLATs, can shift assets out of a taxable state.4. Residence & Domicile OptimizationWhy changing domicile—or restructuring assets tied to a high-tax state—may provide major tax savings for the right clients.5. Charitable Planning SolutionsLeveraging donor-advised funds, charitable remainder trusts, and lifetime philanthropy to reduce both income and estate tax burdens. *CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, RICP, and EA. 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 Louis Rogers, founder and CEO of Capital Square, for an insider’s tour through the full lifecycle of a successful real estate investor. With decades of experience leading one of the nation’s most active real estate investment firms, Rogers will break down how investors progress from their first property to building a diversified, professionally managed real estate portfolio capable of generating long-term income, appreciation, and tax advantages.In this engaging and accessible session, Rogers will demystify the stages every real estate investor experiences—whether they realize it or not—including:Getting Started: How investors choose their first deal, what mistakes to avoid, and how to spot real opportunity.Scaling Up: Understanding leverage, evaluating risk, and identifying which types of properties create sustainable growth.Portfolio Maturity: Strategies for protecting gains, optimizing cash flow, and navigating refinancing, exchanges, and capital events.Tax-Advantaged Pivot Points: Where 1031 exchanges, DSTs, opportunity zones, and other structures fit into an investor’s journey.Legacy & Exit Planning: Converting active ownership into passive income, simplifying management burdens, and preserving wealth for future generations.Rogers blends real-world case studies, market-tested strategies, and plain-English explanations to help investors understand not only what to do—but why it matters at each stage of the journey. *CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, EA 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 me for an update on new features available to Financial Experts members and the plans for 2026.Part 2 of this update will feature advanced planning expert Aric Jacobson, JD, LLM, CFP®, CEP providing a preview of a four-part Equity Compensation Masterclass to be held in February. Aric is an advanced planning professional with decades of experience in equity compensation and the complex tax and planning issues surrounding employer equity awards. Each of the four sessions will provide 2 CE credits for subscribers with these requirements: CFP®, IAR, CPA, and EA.Here's a little more on the Equity Compensation Masterclass. It is designed to help financial advisors build a practical, planning-focused understanding of equity compensation across both public and private companies. The program emphasizes taxation, planning strategies, and real-world considerations advisors face when working with clients who receive stock-based compensation.
Session 1: Foundations of Equity Compensation
An overview of common equity awards and key planning considerations, including restricted stock, RSUs, performance shares, and tax-qualified ESPPs. This session also covers critical documents and information advisors need to guide clients effectively.
 Session 2: Stock Options Explained
A focused review of Incentive Stock Options (ISOs) and Nonqualified Stock Options (NQSOs), including how they differ from restricted stock, their key features, and their tax treatment.
 Session 3: Strategy, Timing, and Life Events
Practical planning strategies around option grants and exercises, tax reporting considerations, and the impact of major life and employment events such as termination, retirement, and change of control.
 Session 4: Private Companies and Advanced Planning
A look at equity compensation in private companies, including liquidity and valuation challenges, early exercise and Section 83(b) elections, QSBS considerations, and additional equity structures such as SARs, phantom stock, profits interests, and NUA strategies.

Our clients (and we) don’t do a good job of spending money in a way that increases quality of life. Join Matt Goren PhD CFP® to learn a simple, practical, and empirically-supported method to budget for happiness. According to this “hedonic budgeting” method, expenses can be divided into four categories based on whether they are variable or fixed and correspond to wants or needs. Then, spending can be proactively reduced in categories that don’t predict happiness… and increased in categories that do. Holistically, this approach often reduces overall spending while increasing quality of life. *CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, 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.
 

In today’s philanthropic landscape, affluent clients are seeking tax-efficient and legacy-driven strategies to make a lasting difference. Life insurance—often overlooked—is a powerful yet underutilized tool in charitable planning. This advanced webinar is designed for financial advisors who want to deepen their expertise in incorporating life insurance into strategic giving plans that align with clients’ financial goals and philanthropic values. Join attorney Jason Watt, Senior Manager, Charitable Strategies Group | DAFgiving360™ to explore how life insurance can maximize charitable impact, reduce estate and income taxes, and provide flexible gifting options tailored to donors of all types. Whether your clients are business owners, retirees, or high-net-worth families, you’ll walk away with actionable insights and planning techniques to help them leave a legacy that matters.Key Topics Include:
* The mechanics of gifting existing or newly issued life insurance policies
* Tax implications and IRS compliance requirements for charitable gifts of life insurance
* Using life insurance to replace wealth donated to charity (wealth replacement trusts)
* Structuring policies alongside charitable remainder trusts (CRTs) and donor-advised funds (DAFs)
* Planning with Irrevocable Life Insurance Trusts (ILITs) in charitable contexts
* Case studies: Real-world examples of impactful charitable life insurance strategies
* Tips for working collaboratively with estate planners and nonprofit development officers *CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, 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.

Dementia changes everything—how decisions are made, who can make them, and when critical planning opportunities may be lost forever. Yet many end-of-life plans are created without fully accounting for the realities of cognitive decline, leaving families, advisors, and care teams unprepared when dementia becomes part of the equation.In this webinar, Veronica Darling and Jessica Empeno, bring together legal, clinical, and planning perspectives to help advisors and professionals better guide clients when dementia is a possibility, a known risk, or an early diagnosis.What You’ll LearnFrom the Legal Perspective:Which estate planning and end-of-life documents are and are not effective once dementia is presentCommon legal pitfalls in dementia-focused planning (capacity issues, timing risks, and document limitations)How advance directives, powers of attorney, and other planning tools may fail—or succeed—depending on how and when they are draftedKey legal concerns that arise when clients attempt to plan too lateFrom the Clinical Perspective:Dementia as an illness: types, progression, and what families can realistically expect over timeHow cognitive decline affects decision-making, communication, and autonomyPractical guidance on how to begin difficult conversations after a dementia diagnosisSupporting clients and families as values, preferences, and abilities evolve*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. 
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
 

As clients enter retirement, the sequence in which they draw income from qualified, nonqualified, and tax-advantaged accounts can significantly affect their long-term financial security. This advanced session demonstrates how to use Income Lab to design and evaluate some of the most tax-efficient decumulation strategies available to financial advisors today.Dr. Justin Fitzpatrick, Co-Founder and CIO of Income Lab, will show how advisors can model optimal withdrawal sequences across IRAs, Roth accounts, taxable portfolios, annuities, and other retirement vehicles. Using scenario-based planning, Justin will illustrate how advisors can reduce lifetime tax drag, minimize IRMAA surcharges, align withdrawals with effective marginal tax rates, and extend retirement sustainability through more intelligent distribution strategies.Justin will also demonstrate how Income Lab can be used to evaluate Social Security claiming strategies, quantify the long-term opportunity costs of claiming early versus delaying, and integrate Social Security decisions into a coordinated withdrawal plan.Participants will learn how to:Model tax-efficient withdrawal sequences from qualified, nonqualified, and tax-advantaged accountsAssess the interplay between RMDs, Roth conversions, and taxable income managementIdentify strategies for reducing lifetime taxes, smoothing income, and mitigating IRMAA exposureIntegrate Social Security claiming analysis into a unified retirement income planQuantify opportunity costs associated with claiming early—and demonstrate thm clearly to clientsUse Income Lab to communicate dynamic retirement income strategies and help clients adapt to changing conditions

Modern Retirement Theory (MRT), developed in 2008–2009 by Jason K. Branning, CFP®, RICP®, and M. Ray Grubbs, PhD, is a safety-first, goal-driven approach to retirement planning. MRT rests on six premises: (1) retirement is an absolute goal; (2) planning must be individualized rather than based on historical patterns; (3) the future is inherently uncertain; (4) funding must be secure, stable, and sustainable; (5) the entire retirement balance sheet—including assets, cash flows, and items like Social Security—should be evaluated; and (6) prioritizing how retirement is funded is essential to managing risk. Together, these principles support a comprehensive, personalized approach to building reliable income.A central innovation in MRT is its use of hierarchical funds structured to meet two unknowable conditions: longevity and conditions within longevity. The Base Fund covers essential expenses with income sources that meet the 3-S Matrix (secure, stable, sustainable), producing $1 of net income for every $1 of essential spending. To guard against disruptions, the Contingency Fund protects essential lifestyle needs by categorizing risks as known, unknown, and unknowable and applying the 3-R framework: risk recognition, reduction, and acceptance of residual risk. The Discretionary Fund supports non-essential, delayable expenses such as travel or major purchases. The Legacy Fund preserves and transfers wealth to beneficiaries, growing independently of the other funds without compromising their security.*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. 
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
  

Explore sophisticated trust structures that go beyond basic estate planning documents in this advanced session. Participants will discover the strategic implementation of Medicaid Asset Protection Trusts (MAPTs), including critical timing and circumstances for long-term care planning. The session will cover Beneficiary Deemed Owner Trusts (BDOTs) and their tax advantages, plus advanced document provisions like the Clayton Election. Using practical examples, attendees will uncover ways to integrate these sophisticated tools into comprehensive estate planning solutions for complex client needs.3 Learning Objectives:Participants will be able to: Apply Medicaid Asset Protection Trust (MAPT) strategies to shelter client assets and demonstrate how these trusts enable qualification for Medicaid long-term care benefits, including skilled nursing facility coverage. Analyze Beneficiary Deemed Owner Trusts (BDOTs) address SECURE Act challenges by comparing their effectiveness in maintaining creditor protection, divorce protection, and distribution control against the 10-year RMD distribution limitations. Understand how specialized Trusts and Trust provisions can add enable clients to address unique objectives and law changes. GRT, etc.Content Levels: Advanced *CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP,  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.

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on December 20, 2019. Now that we have version 2.0 of the SECURE Act, it is important to know how the original version, plus this change, affect charitable giving opportunities. We will review what you should know about required minimum distributions (RMDs) and qualified charitable distributions (QCDs); how 2.0 differs from the original version; one-time $50,000 QCD transfers to CRUTs, CRATs, and CGAs with accompanying sample illustrations; and, finally, illustrations showing how QCDs can help offset RMD woes. Join philanthropy consultant Rick Peck to learn the following: How the SECURE 2.0 Act differs from the originalIdentify how the original SECURE Act, as well as the 2.0 version, affect charitable giving opportunitiesOutline how QCDs can help offset RMD woes*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, 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.

Want to be a healthier you? Nutrition isn’t just about macros, percentages, or grams — it’s about the real food we put on our plates, in our bowls, and in our glasses. In this refreshing, highly practical webinar, nationally respected dietitian Leslie Bonci will shift the focus from the calculator to the kitchen, helping you understand how to build meals that are satisfying, flavorful, and nourishing without unnecessary complexity.Join Leslie as she breaks down how to read food labels with confidence, become portion-aware without feeling restricted, and assemble meals that combine taste, texture, and nutrient density. You’ll learn simple, doable strategies for prepping and pairing foods that amplify nutrition while keeping mealtime enjoyable.Whether you’re looking to improve your own eating habits or guide others more effectively, this session offers real-world tools you can start using immediately — no math degree required.

Permanent life insurance remains one of the most misunderstood tools in financial planning. Join life insurance expert and CFP, Barry Flagg, to gain a clear, unbiased understanding of the key types of permanent life insurance—Whole Life, Universal Life, Indexed Universal Life, and Variable Life—and how each functions in protection, accumulation, and legacy planning. Attendees will also learn how to evaluate cost, performance, and risk, and how to explain these differences objectively to clients in a fiduciary framework.Learning ObjectivesDifferentiate between Whole Life, Universal Life, Indexed UL, and Variable Life, focusing on structure, flexibility, and sustainability.Evaluate how crediting rates, interest assumptions, and investment subaccounts influence long-term performance.Identify client situations best suited for each product type, including protection, estate, and wealth-transfer goals.Understand fiduciary and regulatory considerations for recommending or reviewing permanent policies.Develop a framework for comparing policy illustrations and communicating them clearly to clients.

In 2026 your clients with income from $100,000 to $500,000 have the ability to implement dozens of strategies that can make an important difference in their financial lives. Join highly respected Bob Keebler, CPA to learn the most important and time-appropriate planning techniques that you should be discussing with your clients.Here's a list of what Bob will cover:OBBBA Core ReviewOpportunity Zone opportunities & challengesTax Incentives for Equity Investments in Small Business CorporationsReporting Income from an Installment SaleUnderstanding Itemized Deduction StrategiesImplementing 529 College Plans for children and grandchildrenUnderstanding tactical Roth conversions vs. strategic Roth conversionsRefresher on the Wash Sale RulesGain harvesting strategies and the time value of moneyCritical concepts of fiduciary income taxationProactive planning, and relief for missed, portability elections*CE/CPE Eligible: 1.5 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 living in coastal areas, hurricanes and rising tides aren't rare events — they’re part of life. Yet too many financial plans fail to account for the real and growing cost of storm risk. In this timely and practical webinar, South Carolina-based planner Christopher Jackson, CFP® shares how he helps clients along the coast prepare for the next big storm — financially and emotionally. Drawing on firsthand experience and client case studies, Christopher will walk you through a planning process that builds resilience into retirement by budgeting for flood risk, insurance tradeoffs, and repair reserves.You’ll learn how to:Stress-test a plan for multiple uninsured storm eventsModel the impact of major storm losses on retirement cash flowTalk through FEMA flood maps, elevation zones, and “Risk Rating 2.0”Help clients balance coverage costs with liquidity and risk toleranceBuild trust by modeling what you practice in your own financial lifeWhether your clients live on the coast or own vacation homes in hurricane-prone areas, this session will help you lead more proactive conversations — and keep retirement plans on track when the forecast turns.

Affluent clients live in a world of elevated visibility, complex assets, and expanded obligations—factors that can dramatically increase their exposure to personal liability. Yet many remain underinsured, unaware, or unprepared for the financial and emotional toll a serious claim can create.In this timely and insight-packed webinar, Aryn Johnson, a nationally respected expert in personal risk management, will demystify the unique liability challenges facing high-net-worth individuals and families. Drawing on real case studies, industry data, and decades of experience, Aryn will show advisors how to identify the often-overlooked risks embedded in affluent lifestyles and how to help clients build a stronger, more resilient protection framework.What You’ll LearnWhy Affluent Clients Face Heightened Liability Exposure: Explore the lifestyle factors that increase legal vulnerability—including teenage drivers, domestic employees, nonprofit board participation, social media use, home entertaining, dog ownership, hobby farms, and swimming pools.The Expanding Landscape of Social Inflation: Understand how broader definitions of liability, rising jury awards, and increasingly plaintiff-friendly legal environments are driving up both the frequency and the severity of claims.The Critical Role of Personal Liability Insurance: Gain clarity on primary, excess, and umbrella liability protection—and why affluent families need to think far beyond standard homeowner and auto policies.Real Liability Claims Every Advisor Should Know: Learn from true examples involving high-profile lifestyles—from a hobby farm accident, to negligence in a home swimming pool resulting in a $100 million verdict, to employment-related liability within the household.Risk Mitigation Strategies for High-Net-Worth Families: Discover actionable strategies—from Employment Practices Liability Insurance and D&O coverage to social media risk controls and safe-driving protocols for young operators.How to Determine the Right Level of Liability Protection: Walk through a practical framework using net worth, portfolios, risk factors, and lifestyle exposures to help advisors assess optimal coverage levels.
 *CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. 
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

The exclusion from capital gains for the sale of principal residence has not changed since 1997 so more of our clients are paying capital gains tax upon the sale of their homes. What can be done to alleviate this tax bill? What counts as basis for computing the capital gain? How to document improvements made to the home? Can a home be used in a 1031 exchange to defer the capital gain into a new residence? What about incorporating charitable planning? Join CPA Larry Pon to learn answers to these questions.

Most retirement plans rely on generic life expectancy assumptions—yet no two clients live the same life. This webinar reveals groundbreaking new research showing the measurable value of using personalized lifespan projections to optimize retirement income strategies, improve client outcomes, and strengthen advisor-client trust. In this session, K. Jeremy Ko, PhD will teach you how demographic and health-based longevity modeling dramatically improves Social Security claiming decisions. The featured study, using respondents from the University of Michigan Health and Retirement Study, found that personalized longevity projections increased average lifetime Social Security benefits by $9,000 for women and $12,000 for men compared to traditional planning methods.You’ll discover how individualized lifespan assessments:Reduce the risk of clients outliving their moneyEnhance precision in withdrawal rate planningImprove Social Security claiming ages—outperforming both standard actuarial tables and commonly recommended agesBoost overall retirement income securityBuild deeper alignment between advisors and clients through data-driven, personal insightsThe program also includes demonstrations of online tools that generate personalized lifespan estimates and instantly integrate them into optimized Social Security claiming strategies. If you're advising clients on retirement income, Social Security timing, or longevity risk, this is a must-attend session. You’ll walk away with practical, advisor-ready techniques you can deploy immediately.

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.

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

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. *CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, 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.

Rental income properties are often misunderstood or neglected in client conversations. This program, led by real estate planning specialist Rich Arzaga, CFP®, CCIM, is designed to increase your knowledge of rental properties so you can more confidently engage clients in planning that properly includes these asset types.Rich will challenge the long-held belief that location is paramount to evaluating rental properties by introducing a practical, comprehensive framework for helping clients analyze existing and potential properties. Rich will use case studies, complete with financial models, to show you how you can answer client question such as "How is the property performing? or "Should I keep the property?".

As aging-care challenges rise, financial advisors are increasingly the first call when families face cognitive decline, senior-living decisions, home-safety concerns, or end-of-life planning. These moments can be emotionally complex and require clear, compassionate guidance. In this session, bQuest CEO & Co-Founder Lauren Clough will show advisors how to help clients navigate life’s hardest transitions with confidence, clarity, and meaningful support.You’ll learn how firms are using bQuest’s Care Intelligence Platform to:Support aging clients and their families with clarity and confidenceStrengthen relationships with clients and their householdsProvide high-touch aging-care support without adding advisor workloadLive Demo: AI Care Agent + AI MatchmakingLauren will also demo bQuest’s newest AI capabilities—including the AI Care Agent and AI-powered Matchmaking Engine—that surface curated recommendations from our vetted national provider network and help families navigate aging and end-of-life needs with personalized, explainable guidance. These tools are designed to integrate seamlessly into advisor workflows and expand their ability to support families during critical care transitions.What Advisors Will Take AwayA clear framework for helping families through aging-care and end-of-life challengesReal advisor use cases showing how to guide clients through complex life eventsAn understanding of how AI-powered care support enhances client servicePractical tools to support clients—and their adult children—during care transitionsIf you work with aging clients or families navigating care, this session will equip you with the insights and technology to be a steady, trusted resource when it matters most.

Charitable Giving with Purpose: Mastering QCDs and the IRA-to-CGA RolloverFor many retirees, Required Minimum Distributions (RMDs) create unintended tax burdens — especially for clients who no longer itemize deductions or don’t need the income from their IRAs.  Join CPA Larry Pon to enhance your knowledge of one the most powerful charitable planning tools available to these clients: the Qualified Charitable Distribution (QCD).Attendees will gain a deep understanding of how QCDs allow individuals age 70½ and older to direct up to $105,000 annually (2025 limit) from their IRAs directly to qualified charities — satisfying RMD requirements without increasing taxable income. We’ll compare the tax efficiency of QCDs versus traditional cash donations and highlight key compliance rules that ensure contributions qualify under IRS standards.The session will also cover an exciting, lesser-known opportunity: the once-in-a-lifetime IRA rollover to fund a Charitable Gift Annuity (CGA). This provision allows eligible taxpayers to transfer up to $53,000 (indexed for 2025) from an IRA to create a lifetime income stream for themselves or a spouse — while making a meaningful charitable impact. Advisors will learn how to evaluate when this strategy is most beneficial, how it fits into overall retirement income planning, and what pitfalls to avoid in execution.