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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 & timeCE Eligible (Applicable Designations)
Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 12.22.2025

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) - 12.22.2025

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) - 12.22.2025

Presented by Kristy Kennedy

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Chris Jackson
Storm-Proofing Retirement: How to Integrate Coastal Risk Into Financial Plans

Presented by Christopher Jackson, CFP®, CPJ Financial

Yes
CFP, CLU, ChFC, RICP
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Leslie Bonci
Nutrition in the Kitchen: Start 2026 Healthy

Presented by Leslie Bonci, MPH, RD, CSSD, LDN,

No
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Susan Bradley
The Missing Piece In Client Decision Making

Presented by Susan Bradley, CFP®, CeFT®, Sudden Money Institute

Yes
CFP, CLU, ChFC, RICP
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Kristen
Just Divide It in Half — What’s So Hard?: Divorce Financial Analysis 101

Presented by Kristen Shearin, JD, CDFA®, Institute of Divorce Financial Analysts

Yes
CFP, CLU, ChFC, CPA, RICP, EA
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Isaac Mamaysky
Selling Your Book of Business: Contracts, Privacy Laws, and the Movement of Client Data

Presented by Isaac Mamaysky, Esq., Potomac Law Group

No
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Larry Pon
2025 Tax Season Update: Beyond the One, Big, Beautiful Bill

Presented by Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP,

Yes
CFP, CLU, ChFC, CPA, RICP, EA
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Alan Gassman
The 5 Most Powerful Strategies to Reduce State Estate & Inheritance Taxes

Presented by Alan Gassman, J.D., LL.M., Gassman and Associates

Yes
CFP, CLU, ChFC, CPA, RICP, EA
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Louis Rogers
The Lifecycle of a Real Estate Investor

Presented by Louis J. Rogers, Capital Square

Yes
CFP, CLU, ChFC, CPA, RICP, EA
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Matt Goren
Budgeting for Happiness

Presented by Matt Goren, PhD CFP®, Danko Education Center

Yes
CFP, CLU, ChFC, CPA, RICP, EA
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Jason Watt
Leveraging Life Insurance for Impact: Charitable Giving Strategies for Financial Advisors

Presented by Jason Watt, J.D., CPA, MBA, DAFgiving360™ | Charles Schwab

Yes
CFP, CLU, ChFC, CPA, RICP, EA
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Veronica Darling
End Of Life Planning When Dementia Is A Real Risk

Presented by Veronica Darling, J.D. and Jessica Empeño, MSW, APHSW-C

Yes
CFP, CLU, ChFC, RICP
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Jason Branning
Modern Retirement Theory (MRT): Retirement Planning through 4 prioritized funds

Presented by Jason Branning, CFP®, RICP® and M. Ray Grubbs, PhD

Yes
CFP, CLU, ChFC, RICP
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Scott Levin
MAPTs and BDOTs - How They Work and When to Use Them

Presented by Scott Levin, J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®, Wescott Financial Advisory Group

Yes
CFP, CLU, ChFC, CPA, RICP, EA
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Rick Peck
PHILANTHROPIC OPPORTUNITIES WITH THE SECURE 2.0 ACT

Presented by Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®,

Yes
CFP, CLU, ChFC, CPA, RICP, EA
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Bob Keebler
Critical Planning Ideas for the Mass Affluent

Presented by Bob Keebler, CPA, AEP, Keebler and Associates

Yes
CFP, CLU, ChFC, CPA, RICP, IAR, EA
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Aryn Johnson
Unique Liability Exposures of the Affluent

Presented by Aryn Johnson, CAPI, CPRIA, Marsh McClennan Agency

Yes
CFP, CLU, ChFC, RICP
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Larry Pon
Tax Planning When Client Has Large Gain On Sale Of Home

Presented by Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP,

Yes
CFP, CLU, ChFC, CPA, RICP, EA
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