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)
Food Investments: Safe, Risky, and Unknown – Making Smarter Nutrition Choices with Leslie Bonci Presented by Leslie Bonci, MPH, RD, CSSD, LDN, Learn More >	Tuesday, July 8, 2025 at 4:00 PM ET	No	Register Learn More
How To Leverage AI To Improve Client Conversations Presented by Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning Learn More >	Thursday, July 10, 2025 at 12:00 PM ET	No	Register Learn More
Introducing Financial Advisors for Good: Unlocking the Power of Giving Circles Presented by Michael Goldman, CFP®, MA, EP Wealth Learn More >	Thursday, July 10, 2025 at 4:00 PM ET	No	Register Learn More
Protecting the Downside: How to Capture Equity Upside While Limiting Risk with Harry Mamaysky, Ph.D., QuantStreet Capital Presented by Harry Mamaysky, Ph.D., QuantStreet Capital Learn More >	Tuesday, July 15, 2025 at 12:00 PM ET	No	Register Learn More
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 07.17.2025 Presented by Tom Duffy Learn More >	Thursday, July 17, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
When It Might Be a Complaint: What Every Investment Adviser Rep Needs to Know Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Thursday, July 17, 2025 at 3:00 PM ET	Yes CFP, CLU, ChFC, RICP, IAR	Register Learn More
Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR Ethics CE) - 07.18.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Friday, July 18, 2025 at 9:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR Ethics CE) - 07.18.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Friday, July 18, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Tax-Efficiency for Retirement Spending (Approved for 2 IAR Products and Practices CE) - 07.19.2025 Presented by Wade Pfau Learn More >	Saturday, July 19, 2025 at 9:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 07.19.2024 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates Learn More >	Saturday, July 19, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Tax Planning Ideas for the Financial Advisor to Share with their Clients (Approved for 2 Prod and Pract IAR CE) - 07.19.2025 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates Learn More >	Saturday, July 19, 2025 at 2:00 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) - 07.20.2025 Presented by Tom Duffy Learn More >	Sunday, July 20, 2025 at 9:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR Ethics CE Credits) - 07.20.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Sunday, July 20, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR Ethics CE) - 07.20.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Sunday, July 20, 2025 at 2:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
What Clients Need to Know when Changing their Residency (Approved for 2 Prod and Pract IAR CE) - 07.21.2025 Presented by Joseph Endres, Esq., Hodgson Russ Learn More >	Monday, July 21, 2025 at 9:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR Products and Practices CE) - 07.21.2025 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA Learn More >	Monday, July 21, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Tax-Efficiency for Retirement Spending (Approved for 2 IAR Products and Practices CE) - 07.21.2025 Presented by Wade Pfau Learn More >	Monday, July 21, 2025 at 2:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Tax-Smart Giving Strategies for your Charitable Giving Goals Presented by Mary Jovanovich, CAP®, DAFgiving360™ (Schwab Charitable) Learn More >	Wednesday, July 23, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR Products and Practices CE) - 07.24.2025 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA Learn More >	Thursday, July 24, 2025 at 9:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 07.24.2024 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates Learn More >	Thursday, July 24, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More