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Member Update
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Wednesday, June, 25
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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 Financial 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. 

Register Now

Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.