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)
What Clients Need to Know when Changing their Residency (2 Products and Practices IAR CE) - 10.18.2025 Presented by Joseph Endres, Esq., Hodgson Russ Learn More >	Saturday, October 18, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 10.20.2025 Presented by Kristy Kennedy Learn More >	Monday, October 20, 2025 at 9:00 AM ET Approved for CE Credit in Year: 2025	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 10.20.2025 Presented by John Thompson Learn More >	Monday, October 20, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 10.20.2025 Presented by Dale Krause Learn More >	Monday, October 20, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Estate Planning for Childfree people: Strategies for Building a Lasting Legacy Presented by Jay Zigmont, PhD, MBA, CFP®, Learn More >	Tuesday, October 21, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Unlocking the Power of Qualified Small Business Stock: What Every Advisor Should Know About §1202 Presented by Caleb Powers, U.S. Boston Growth Capital Learn More >	Thursday, October 23, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
How to Avoid The Top 10 Costly IRA Mistakes (2 IAR Products and Practices CE) - 10.23.2025 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA Learn More >	Thursday, October 23, 2025 at 2:00 PM 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) - 10.24.2025 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates Learn More >	Friday, October 24, 2025 at 9:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 10.24.2025 Presented by Wade Pfau Learn More >	Friday, October 24, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 10.25.2025 Presented by John Thompson Learn More >	Saturday, October 25, 2025 at 9:00 AM ET Approved for CE Credit in Year: 2025	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 10.25.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Saturday, October 25, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -10.27.2025 Presented by Tom Duffy Learn More >	Monday, October 27, 2025 at 9:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 10.27.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Monday, October 27, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 10.27.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Monday, October 27, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Speak Up! Amplify Your Voice & Attract Ideal Clients. Presented by Beth Fitzgerald + Holly Reimel, AdviserHer Consulting Learn More >	Tuesday, October 28, 2025 at 1:00 PM ET	No	Register Learn More
Roth Conversions vs. Early Withdrawals: Finding the Optimal Path to After-Tax Retirement Income Presented by Jim DiLelllio, Pepperdine University Learn More >	Wednesday, October 29, 2025 at 4:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR, EA	Register Learn More
Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 10.30.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Thursday, October 30, 2025 at 9:00 AM ET Approved for CE Credit in Year: 2025	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
CFP® vs. EA — Understanding the Distinct Roles in Financial and Tax Planning Presented by Adam Scherer, MS, CFP®, EA, Greenbeat Financial \| The Boston Institute of Finance Learn More >	Thursday, October 30, 2025 at 1:00 PM ET	No	Register Learn More
Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -10.31.2025 Presented by Tom Duffy Learn More >	Friday, October 31, 2025 at 9:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 10.31.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Friday, October 31, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More