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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)
Beth Fitzgerald
Attracting the Female Dollar

Presented by Beth Fitzgerald and Holly Reimel

No
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Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) - 08.14.2025

Presented by Tom Duffy

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Wade Pfau
How Much Do I Need To Retire?

Presented by Wade Pfau, PhD, CFA, RICP®,

Yes
CFP, CLU, ChFC, CPA, RICP, IAR, EA
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Common Compliance Deficiencies for Investment Adviser Representatives (2 IAR Ethics CE) - 08.15.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Michelle Atlas-Quinn
Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 08.15.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Ethics and Fiduciary Duties in Investment Advisory (2 IAR Ethics CE) - 08.15.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Beth Walker
Master the New Rules of College Planning in 2025

Presented by Beth Walker, Center for College Solutions

No
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Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 08.16.2025

Presented by Dale Krause

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 08.16.2025

Presented by John Thompson

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 08.16.2025

Presented by Kristy Kennedy

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 08.17.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 08.17.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) - 08.17.2025

Presented by Tom Duffy

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
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What Clients Need to Know when Changing their Residency (2 Products and Practices IAR CE) - 08.18.2025

Presented by Joseph Endres, Esq., Hodgson Russ

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 08.18.2025

Presented by Wade Pfau

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 08.18.2025

Presented by Kristy Kennedy

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Josh Patrick
The Great Escape: How to Free Yourself from Client Fires and Daily Chaos

Presented by Josh Patrick, CFP, Financial Transitionist, Stage 2 Planning Partners

No
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When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 08.21.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Anthony Venette
Guiding the Exit: A Financial Advisor’s Role in Business Succession Conversations

Presented by Anthony Venette, CPA, Withum

Yes
CFP, CLU, ChFC, CPA, RICP
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Navigating the Complexities of Dual Registration as Investment Adviser Rep (2 IAR Ethics CE Credits) - 08.22.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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