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	CE Eligible (Applicable Designations)
ABLE Accounts: New Rules, Powerful Planning Opportunities for Special Needs Families Presented by Chris Hunter, Betty Ann Mobley, and Alisa Ferguson Learn More >	Thursday, March 26, 2026 at 1:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
How Advisors Support Aging Clients & Their Families Through Aging-Care Challenges Presented by Lauren Clough, bQuest Learn More >	Tuesday, March 31, 2026 at 1:00 PM ET	No	Register Learn More
QCDs and RMDs: A Smart Combo Presented by Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, Learn More >	Thursday, April 2, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Federal vs. Private Student Loans: What Financial Advisors Need to Know in Today’s Changing Lending Landscape Presented by Meagan McGuire, CFP®, ChFC®, CSLP®, Student Loan Planner Learn More >	Wednesday, April 8, 2026 at 1:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	Register Learn More
How to Automate Tax-Smart Portfolio Management Presented by Ben Littman, CFP, MBA, Pure Financial Learn More >	Thursday, April 9, 2026 at 1:00 PM ET	No	Register Learn More
CFP® Developed Software for Analyzing Investment Properties Presented by Dillon Kenniston, CFP, Learn More >	Tuesday, April 14, 2026 at 12:00 AM ET	No	Register Learn More
Thinking of Moving Abroad? Financial Realities Every Client Must Understand Presented by Matt Goren, PhD CFP®, Brett Danko Education Center Learn More >	Tuesday, April 21, 2026 at 1:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Rethinking Roth Conversions: Navigating New Tax Laws and Opportunities Presented by Bob Keebler, CPA, AEP, Keebler and Associates Learn More >	Wednesday, April 22, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA	Register Learn More
Social Security Claiming Under Uncertainty: Moving Beyond One-Size-Fits-All Guidance Presented by Derek Tharp, Ph.D., CFP®, CLU® and Kurt Czarnowski Learn More >	Thursday, April 23, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA	Register Learn More
Life Insurance in Business Succession Planning Presented by Kevin Kimbrough, CFP®, CLU, ChFC and Andy Winehouse, J.D. LL.M Learn More >	Tuesday, April 28, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP	Register Learn More
Ethical and Regulatory Risks of Artificial Intelligence in Advisory Practice Presented by Richard Chen, Esq., Brightstar Law Group Learn More >	Wednesday, April 29, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP, IAR	Register Learn More
Charitable Giving After The SECURE 2.0 ACT Presented by Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®, Learn More >	Thursday, April 30, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
HSAs Revisited: What’s New, What’s Changed, and How Advisors Should Be Using Them Today Presented by Roy Ramthun, Learn More >	Thursday, May 28, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Unlock the Hidden Side of Your Clients’ Portfolios: Rental Properties Simulated Live Learn More >	Monday, June 1, 2026 at 1:00 PM ET	Yes CFP, CLU, ChFC, CPA, EA	Register Learn More
Tax Strategies for Residential Property Gains: Optimizing Client Outcomes Presented by Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, Learn More >	Tuesday, June 2, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Building a TIPS Ladder: A Step-by-Step Guide for Advisors Presented by Jay Abolofia, PhD, CFP®, Lyon Financial Planning Learn More >	Wednesday, June 17, 2026 at 12:00 PM ET	No	Register Learn More
Aging Clients, Legal Capacity, and Elder Financial Protection: A Securities Attorney's Guide for RIAs and IARs Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Thursday, June 18, 2026 at 12:00 PM ET Approved for CE Credit in Year: 2026	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Preparing for an SEC Exam and 2026 Exam Priorities Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Thursday, June 25, 2026 at 12:00 PM ET Approved for CE Credit in Year: 2026	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Navigating Family Dynamics in Senior Living Decisions Presented by Kristy Kennedy and Ginger Noce Learn More >	Wednesday, July 1, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP	Register Learn More
When Clients Don’t Follow the Plan: Techniques from Client Psychology Presented by Dr. Megan McCoy, Ph.D., LMFT, AFC®, CFT™, Kansas State University Learn More >	Tuesday, July 7, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	Register Learn More

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