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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 titleDate & time Sort descending CE Eligible (Applicable Designations)
Melinda Caughill
Medicare and Health Insurance Options for Veterans and Federal Employees

Presented by Melinda Caughill, Medicare Expert, i65 Incorporated
Yes
CFP, CLU, ChFC, CPA, RICP
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Dave Reichert
Outsourced Chief Compliance Officer (CCO) Services for Registered Investment Advisers

Presented by Dave Reichert and Janet Messer
No
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Leah Daly
Strategies for Clients & Loved Ones with Dementia

Presented by Leah Daly, Alzheimer's Foundation of America
Yes
CFP, CLU, ChFC, CPA, RICP
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Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 12.05.2024

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Yes
CFP, CLU, ChFC, RICP, IAR
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Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE) - 12.06.2024

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Yes
CFP, CLU, ChFC, RICP, IAR
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Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 12.06.2024

Presented by Tom Duffy
Yes
CFP, CLU, ChFC, RICP, IAR
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How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 12.07.2024

Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Tax-Efficiency for Retirement Spending (Approved for 2 IAR CE) - 12.07.2024

Presented by Wade Pfau
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 12.07.2024

Presented by Joseph Endres, Esq., Hodgson Russ
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits) - 12.08.2024

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Yes
CFP, CLU, ChFC, RICP, IAR
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Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 12.08.2024

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Yes
CFP, CLU, ChFC, RICP, IAR
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Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE) - 12.08.2024

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Yes
CFP, CLU, ChFC, RICP, IAR
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What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 12.09.2024

Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Tax Planning Ideas for the Financial Advisor to Share with their Clients (Approved for 2 IAR CE) - 12.09.2024

Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 12.09.2024

Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Mark Kantrowitz
Maximizing College Financial Aid with the FAFSA and Student Aid Index

Presented by Mark Kantrowitz,
Yes
CFP, CLU, ChFC, CPA, RICP
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Robert Uribe
Understanding Pet Insurance – Protecting Your Clients' Furry Family Members

Presented by Robert Uribe,
Yes
CFP, CLU, ChFC, CPA, RICP
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Jeremy Curtis
Estate Planning for Advisors: From Basics… to Brain Surgery

Presented by Jeremy D. Curtis, JD, MS, CFP®, The Curtis Law Firm, PLLC
No
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Rich Arzaga
Strategic Tax Planning for Selling Appreciated Real Estate Investment Property: 5 Proven Methods

Presented by Rich Arzaga, CFP®, CCIM and Alan Gassman, Esq., LL.M
Yes
CFP, CLU, ChFC, CPA, RICP
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Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits) - 12.12.2024

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Yes
CFP, CLU, ChFC, RICP, IAR
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