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I encourage you to 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 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

Webinar title Date & time Sort descending CE Eligible Audience
Alan Gassman
Estate Tax Planning from A to L with Alan Gassman

Presented by Alan Gassman, J.D., LL.M.,
Yes Register
Daniel Gleich
The 411 on Owning Real Estate in A Self-Directed IRA

Presented by Daniel Gleich, Madison Trust Company
Yes Register
Nellie
What Clients need to Know to Picking the Right Corporate Entity

Presented by Nellie Akalp, CorpNet
Yes Register
Eric Wallace
Tax Method Changes for Clients with Real Estate and/or Middle-Market Businesses

Presented by Eric Wallace, CPA, Tax Method Changes
Yes Register
Michelle Atlas-Quinn
Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits)

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Yes Register
Dave Buck
Helping Clients Address Emotional and Financial Worries

Presented by Dave Buck and Steve Krzywicki Jr., CFP®
No Register
Lori Gubash
Long-Term Care Insurance Update: Part 1

Presented by Lori Gubash, CLTC, FICF
Yes Register
Bob Keebler
Estate Planning for IRAs in Second Marriages: Navigating Complexities

Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA,
Yes Register
Lori Gubash
Long Term Care Insurance Update: Part 2

Presented by Lori Gubash, CLTC, FICF
Yes Register
Liz O'Neil
The Role and Responsibilities of an Executor

Presented by Liz O'Neil. Esq.,
Yes Register
Kevin Clark
New DOL Rules For Managing IRAs

Presented by Kevin Clark, RF™, Plan Confidence
No Register
Alan Gassman
Estate Tax Planning from N to Z with Alan Gassman

Presented by Alan Gassman, J.D., LL.M.,
Yes Register
Amy Arnott
How to Use Real Estate in a Client’s Portfolio

Presented by Amy Arnott, CFA, Morningstar
No Register
Alan Gassman
Estate Planning with Alan Gassman: Session 3 - QPRTs, CLATs, CRTs and QCDs

Presented by Alan Gassman, J.D., LL.M., Gassman Law
Yes Register
Eric Ludwig
Harnessing the Power of AI in Financial Planning

Presented by Eric Ludwig, PhD, CFP® and Chett Bennetts, CFP®, CLU®, ChFC®, RICP®,CLF®
Yes Register
Alan Gassman
Estate Planning with Alan Gassman: Session 4 - A Deeper Dive Into the Installment Sale Into the Grantor Trust

Presented by Alan Gassman, J.D., LL.M., Gassman Law
Yes Register
Kevin Brady
Key Facts for Clients with Qualified Small Business Stock

Presented by Kevin Brady, CFP®, WealthSpire Advisors
Yes Register
Tom Duffy
Ethics CE for CFPs

Presented by Tom Duffy, CFP®, Jersey Shore Advisors, LLC
Yes Register
Alan Gassman
Estate Planning with Alan Gassman: Session 5 - Getting Ready for 2026

Presented by Alan Gassman, J.D., LL.M., Gassman Law
Yes Register
Wade Pfau
Tax-Efficiency for Retirement Planning

Presented by Wade Pfau, PhD, CFA, RICP®, RISA Profile
Yes Register