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)
Managing Liability Exposures of the Affluent Presented by Aryn Johnson, CAPI, CPRIA, Marsh McClennan Agency Learn More >	Thursday, February 26, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP	Register Learn More
Personalized Longevity Modeling and Its Impact on Social Security & Retirement Income Planning Presented by K. Jeremy Ko, ShoreUp Retirement Solutions Learn More >	Thursday, March 5, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP	Register Learn More
Life Settlements in Financial Planning: Analysis, Suitability, and Risk Considerations Presented by Lisa Rehburg, Learn More >	Thursday, March 12, 2026 at 1:00 PM ET	Yes CFP, CLU, ChFC, RICP	Register Learn More
Code of Ethics and Standards of Conduct: Mandatory Ethics CE for CFPs and IARs Presented by Tom Duffy, CFP™, MBA, Jersey Shore Financial Advisors, LLC Learn More >	Monday, March 16, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP, IAR	Register Learn More
How to Build TIPS Portfolios for Inflation Protected Income Presented by Jay Abolofia, PhD, CFP®, Lyon Financial Planning Learn More >	Tuesday, March 17, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
A Deep Dive into a Unique Childfree Trust Program Presented by Jay Zigmont, PhD, MBA, CFP®, Childfree Wealth Learn More >	Thursday, March 19, 2026 at 1:00 PM ET	No	Register Learn More
Critical Insights for Advising Clients on Rental Income Properties Presented by Rich Arzaga, CFP®, CCIM, Learn More >	Tuesday, March 24, 2026 at 1:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Why do so Many Wealthy Families still OVERPAY for College? Presented by Beth V. Walker, Joe Messinger, CFP®, ChFC, CLU, CCFC, and Jonathan Sparling Learn More >	Wednesday, March 25, 2026 at 1:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	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
Tax-Efficient Retirement Income and Wealth Preservation with Life Insurance Presented by Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP® and Kevin Kimbrough, CFP®, CLU, ChFC Learn More >	Tuesday, April 7, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP	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
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
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

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