Upcoming Webinars

I encourage you to use our our check the box feature below register for any of the live webinars that interest you. Many of the 100+ live webinars we host each year are open to guests. A premium subscription may be required if you want to provide guests with a continuing education credit.“
Tom Dickson - Founder, Financial Experts Network

Webinar title	Date & time Sort descending	CE Eligible (Applicable Designations)
What's New with 529 College Savings Plans? Presented by Scott Morrison, Saving for College Learn More >	Tuesday, October 22, 2024 at 2:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register
The Fiduciary Era for Life Insurance Presented by Steven Zeiger, KB Financial Learn More >	Thursday, October 24, 2024 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register
Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE) - 10.24.2024 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Thursday, October 24, 2024 at 3:00 PM ET	Yes CFP, CLU, ChFC, RICP, IAR	Register
Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits) - 10.25.2024 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Friday, October 25, 2024 at 11:00 AM ET	Yes CFP, CLU, ChFC, RICP, IAR	Register
Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 10.25.2024 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Friday, October 25, 2024 at 1:30 PM ET	Yes CFP, CLU, ChFC, RICP, IAR	Register
What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 10.26.2024 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates Learn More >	Saturday, October 26, 2024 at 11:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register
What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 10.26.2024 Presented by Joseph Endres, Esq., Hodgson Russ Learn More >	Saturday, October 26, 2024 at 1:30 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register
How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 10.26.2024 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA Learn More >	Saturday, October 26, 2024 at 4:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register
Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE) - 10.27.2024 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Sunday, October 27, 2024 at 11:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register
Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits) - 10.27.2024 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Sunday, October 27, 2024 at 1:30 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 10.27.2024 Presented by Tom Duffy Learn More >	Sunday, October 27, 2024 at 4:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register
What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 10.28.2024 Presented by Joseph Endres, Esq., Hodgson Russ Learn More >	Monday, October 28, 2024 at 11:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register
How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 10.28.2024 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA Learn More >	Monday, October 28, 2024 at 1:30 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register
What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 10.28.2024 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates Learn More >	Monday, October 28, 2024 at 4:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register
The Six Stages of Caregiving Presented by Denise Brown and Sandy Adams, CFP® Learn More >	Tuesday, October 29, 2024 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register
Redemption Agreements for Closely Held Businesses: Lessons from Connelly vs. US Presented by Larry Pon, CPA, Learn More >	Thursday, October 31, 2024 at 1:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register
Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE) - 10.31.2024 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Thursday, October 31, 2024 at 3:00 PM ET	Yes CFP, CLU, ChFC, RICP, IAR	Register
Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits) - 11.01.2024 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Friday, November 1, 2024 at 11:00 AM ET	Yes CFP, CLU, ChFC, RICP, IAR	Register
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 11.01.2024 Presented by Tom Duffy Learn More >	Friday, November 1, 2024 at 1:30 PM ET	Yes CFP, CLU, ChFC, RICP, IAR	Register
What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 11.02.2024 Presented by Joseph Endres, Esq., Hodgson Russ Learn More >	Saturday, November 2, 2024 at 10:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register