Upcoming Webinars

Welcome

I encourage you to register for any of the live webinars that interest you. Many of the 90 webinars we host each year are open to guests. A subscription may be required for premium sessions and/or to obtain a continuing education credit. Try us out and learn why 90% of the financial advisors who've attended a Financial Experts webinar say "I learned something on the webinar that will help me provide better advice to my clients.“

Tom Dickson

Founder,

Financial Experts Network

Tom

Webinar title Date & time CE Eligible Audience
Bob Keebler
Tax Strategies for Upper-Middle Class Clients

Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
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Yes Register
Shain
Tax Planning with Reverse Mortgages

Presented by Shain Urwin and Carrie Jones
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Yes Register
Melinda
Here comes Medicare’s Open enrollment period… Learn what’s new

Presented by Melinda Caughill, i65 Incorporated
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Yes Register
Lori Gubash
End-of-Year LTCi Strategies for Clients

Presented by Lori Gubash, CLTC, FICF, Krause & Associates
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Yes Register
David Blanchett
Estimating the End of Retirement

Presented by David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions
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Yes Register
Nikki
Downsizing and Moving is Different for Seniors

Presented by Nikki Buckelew, PH.D., Seniors Real Estate Institute
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Yes Register
Jennifer Reeder
Alzheimer’s Disease: What You Should Know, and What to do Next

Presented by Jennifer Reeder, LCSW, SIFI, Alzheimer's Foundation of America
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Yes Register
Paul Peeler
Seven Planning Challenges for SMI (Severe Mental Illness) Caregivers

Presented by Paul Peeler, Integrated Financial Group
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Yes Register
Louis Tenenbaum
Redesigning Home for Aging in Place

Presented by Louis Tenenbaum, CAPS,CAASH, Housing Innovation Vision Economics
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No Register
Stuart
Student and Parent Loans: The Good, The Bad, and the Ugly

Presented by Stuart Siegel, FinancialAidNow.com
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Yes Register
Judy Jansen
Active versus Passive ETFs

Presented by Michael Curtis and Judy Jansen, CFA
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No Register
Kate Guillen
Mastering Workflows in Your Practice

Presented by Kate Guillen, SimplicityOps
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No Register
Harry
Risking Old Age in America

Presented by Harry S. Margolis, Esq.,
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Yes Register
Amy Mullen
Bringing Science to the Art of the Relationship

Presented by Amy Mullen, CFP®, Money Quotient
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Yes Register
Tom Duffy
Ethics CE for CFPs

Presented by Tom Duffy, CFP®, Jersey Shore Advisors, LLC
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Yes Register
Mark Kantrowitz
Understanding the New Student Aid Index: Navigating Recent FAFSA Changes for a Successful Financial Aid Journey"

Presented by Mark Kantrowitz,
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Yes Register
David Leo
8 Ways Clients Can Help You Serve Them Better

Presented by David Leo,
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No Register
Anthony Venette
Help Business Owners Clients Transfer Wealth to Optimize Estate Taxes

Presented by Anthony Venette, CPA, ABV, MBA, DeJoy and Co.
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Yes Register
Tim Borchers
Multi-Generational Planning for Second Homes and Heirloom Properties

Presented by Tim Borchers, Esq., AEP®, Borchers Trust Law
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Yes Register
Megan McCoy
Financial Planning “Counseling” Tools to Foster Trust in Your Clients

Presented by Megan McCoy, Ph.D., LMFT, Kansas State University
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Yes Register
Welcome to Financial Experts Network

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