Upcoming Webinars

I encourage you to use our our check the box feature below to register rest you for any of the 100+ live webinars we host each year.
Tom Dickson - Founder, Financial Experts Network

Webinar title	Date & time Sort descending	CE Eligible (Applicable Designations)
Decoding ETFs: Essential Insights for Financial Advisors Presented by Jon Maier, JP Morgan Asset Management Learn More >	Tuesday, March 18, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
The Rider and the Elephant: Tapping into Your Best Financial Decision Making Mode Presented by Cherie Stueve, Cerefi Learn More >	Thursday, March 20, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Understanding how Private Placement Life Insurance (PPLI) Wealth Transfer Strategies for the RIGHT Client Presented by Bob Chesner, CPA, Ripp Grossman & Fitte Learn More >	Tuesday, March 25, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
The Mortgage & Credit Score Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life Presented by John Thompson, CDLP, CLA and Tiffany Cross, Credit Score Expert Learn More >	Thursday, March 27, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 03.28.2025 Presented by Tom Duffy Learn More >	Friday, March 28, 2025 at 10:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Early Action, Better Results: Navigating LTCI Solutions for Younger Clients Presented by Madolyn Reynolds, CLTC, Krause & Associates Learn More >	Tuesday, April 1, 2025 at 4:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Showcase of Financial Advisor Technology Learn More >	Tuesday, April 8, 2025 at 1:00 PM ET	No	Register Learn More
Financial Transition Planning Presented by Sandy Adams, CFP®, Center for Financial Planning, Inc. Learn More >	Thursday, April 10, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Cash Balance Plans - A Tax & Retirement Strategy for High Income Owners Presented by Larry Blades, Oakwood Summit Learn More >	Tuesday, April 22, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
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 Learn More >	Thursday, April 24, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 04.25.2025 Presented by Tom Duffy Learn More >	Friday, April 25, 2025 at 10:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
AI, Digital Platforms and The Impact on Our Economic Future Presented by Seth Benzell, Ph.D., Stanford University Human-Centered Artificial Intelligence Learn More >	Tuesday, April 29, 2025 at 1:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Mastering SBA Loans for Small Businesses: A Strategic Guide for Financial Advisors Presented by Adam Whitaker, First National Bank Learn More >	Thursday, May 1, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Seven Components of Longevity Planning Presented by Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning Learn More >	Tuesday, May 6, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Guided Spending Rates: Rethinking “Safe” Initial Withdrawal Rates Presented by David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions Learn More >	Thursday, May 8, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Case Studies in Childfree Life, Financial, Estate and Tax Planning Presented by Jay Zigmont, PhD, MBA, CFP®, Learn More >	Thursday, May 15, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Unlocking Meaning and Purpose in Financial Planning – Insights from The Purpose Code Presented by Jordan Grumet, Learn More >	Thursday, May 22, 2025 at 1:00 PM ET	No	Register Learn More
Unlocking the Power of ABLE Accounts: A Guide for Financial Advisors Presented by Kristin Carleton and Mary Morris Learn More >	Thursday, May 29, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
The Great Roth Conversion Debate – Expert Insights from Larry Kotlikoff, Rick Miller, and Jay Abolofia Presented by Larry Kotlikoff, Rick Miller, and Jay Abolofia, PhD, CFP® Learn More >	Tuesday, June 3, 2025 at 12:00 PM ET	No	Register Learn More
Mastering Medicaid Crisis Planning: Strategies for Asset Protection with Medicaid Compliant Annuities Presented by Dale Krause, J.D., LL.M., Krause & Associates Learn More >	Thursday, June 5, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More