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I encourage you to use our our check the box feature below register for any of the live webinars that interest you. Many of the 100+ live webinars we host each year are open to guests. A premium subscription may be required if you want to provide guests with a continuing education credit.“
Tom Dickson - Founder, Financial Experts Network

Webinar title Date & time Sort descending CE Eligible (Applicable Designations)
Joe Endres
What Clients Need to Know when Changing their Residency

Presented by Joseph Endres, Esq., Hodgson Russ
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Denise Appleby
How to Avoid The Top 10 Costly IRA Mistakes (IAR CE Eligible)

Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA,
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Bob Keebler
What Financial Planners and CPAs should know about Trusts and Estates (IAR CE Eligible) - 07.22.2024

Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Alan Gassman
Estate Planning with Alan Gassman: Session 4 - A Deeper Dive Into the Installment Sale Into the Grantor Trust

Presented by Alan Gassman, J.D., LL.M., Gassman Law
Yes
CFP, CLU, ChFC, CPA, RICP
Register
Ashley Agnew
Offering Financial Therapy with your Clients

Presented by Ashley Agnew, CFT-I™, Financial Therapy Association
Yes
CFP, CLU, ChFC
Register
Kevin Brady
Key Facts for Clients with Qualified Small Business Stock

Presented by Kevin Brady, CFP®, WealthSpire Advisors
Yes
CFP, CLU, ChFC, CPA, RICP
Register
Joe Endres
What Clients Need to Know when Changing their Residency (IAR CE Eligible)

Presented by Joseph Endres, Esq., Hodgson Russ
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Denise Appleby
How to Avoid The Top 10 Costly IRA Mistakes (IAR CE Eligible)

Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA,
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Tom Dickson
Things Clients should KNOW before Buying in an HOA or Condo Community

Presented by Tom Dickson, Financial Experts Network
Yes
CFP, CLU, ChFC, CPA, RICP
Register
Melinda
Unique Medicare Planning Software

Presented by Melinda Caughill, i65 Incorporated
No
Register
Joe Endres
What Clients Need to Know when Changing their Residency (IAR CE Eligible)

Presented by Joseph Endres, Esq., Hodgson Russ
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Bob Keebler
What Financial Planners and CPAs should know about Trusts and Estates (IAR CE Eligible) - 08.05.2024

Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Tom Duffy
Ethics CE for CFPs

Presented by Tom Duffy, CFP®, Jersey Shore Advisors, LLC
Yes
CFP, CLU, ChFC, RICP, IAR
Register
Alan Gassman
Estate Planning with Alan Gassman: Session 5 - Getting Ready for 2026

Presented by Alan Gassman, J.D., LL.M., Gassman Law
Yes
CFP, CLU, ChFC, CPA, RICP
Register
Joe Endres
What Clients Need to Know when Changing their Residency (IAR CE Eligible)

Presented by Joseph Endres, Esq., Hodgson Russ
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Denise Appleby
How to Avoid The Top 10 Costly IRA Mistakes (IAR CE Credits)

Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA,
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Wade Pfau
Tax-Efficiency for Retirement Planning (IAR CE-eligible)

Presented by Wade Pfau, PhD, CFA, RICP®, RISA Profile
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Damon
Funding the Funeral: Understanding Insurance Products Designed for End-of-Life Expenses

Presented by Damon Wenig, MBA, CFSP, The Krause Agency
Yes
CFP, CLU, ChFC, CPA, RICP
Register
Diane Pappas
Navigating Retirement Plan Division in Divorce: A Comprehensive Guide for Financial Advisors

Presented by Diane Pappas, CDFA®, CQS™, Solutions For Divorce LLC
Yes
CLU, ChFC, CPA, RICP
Register
Liz Loewy
Elder Fraud Prevention and Cybersecurity in the Digital Age

Presented by Liz Loewy, Esq., EverSafe
Yes
CFP, CLU, ChFC, CPA, RICP
Register