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Member Update
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Wednesday, June, 25
|
ET
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60 minutes
TD
Tom Dickson
Founder and Host Financial Experts Network
Bob Keebler
Bob Keebler, CPA, AEP (Distinguished)
Tax Planning Educator Keebler & Associates

What You'll Learn

Join Tom Dickson and Missy Davis from Financial Experts Network to ensure you’re up-to-date on the latest in CE eligible offerings for Investment Adviser Reps and CFPs. Plus, they will review new enhancements coming that include text message alerts and a scorecard that will track your activity…

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Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.
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What You'll Learn
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Webinar Description

Join Tom Dickson and Missy Davis from Financial Experts Network to ensure you’re up-to-date on the latest in CE eligible offerings for Investment Adviser Reps and CFPs. Plus, they will review new enhancements coming that include text message alerts and a scorecard that will track your activity by subject.

SPECIAL GUEST: Bob Keebler will join us to share his insights on the latest with the Big, Beautiful Tax Bill and a preview of the Tax Planning Masterclass that starts July 2nd.