Upcoming Webinars

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 title	Date & time Sort descending	CE Eligible (Applicable Designations)
Tax-Smart Giving Strategies for your Charitable Giving Goals Presented by Mary Jovanovich, CAP®, DAFgiving360™ (Schwab Charitable) Learn More >	Wednesday, July 23, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR Products and Practices CE) - 07.24.2025 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA Learn More >	Thursday, July 24, 2025 at 9:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 07.24.2024 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates Learn More >	Thursday, July 24, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Incorporating Short-Term Care Insurance into a Client's Financial Plan Presented by Madolyn Reynolds, CLTC, Krause & Associates Learn More >	Thursday, July 24, 2025 at 1:00 PM ET	Yes CFP, CLU, ChFC, RICP	Register Learn More
What Clients Need to Know when Changing their Residency (Approved for 2 Prod and Pract IAR CE) - 07.24.2025 Presented by Joseph Endres, Esq., Hodgson Russ Learn More >	Thursday, July 24, 2025 at 2:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 07.25.2025 Presented by Tom Duffy Learn More >	Friday, July 25, 2025 at 9:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR Ethics CE Credits) - 07.25.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Friday, July 25, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR Ethics CE) - 07.25.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Friday, July 25, 2025 at 2:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Creditor Protection Strategies Presented by Alan Gassman, J.D., LL.M., Gassman Law P.A. Learn More >	Tuesday, July 29, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Understanding Trustee Responsibilities and Liabilities Presented by Bill Waller, Esq. and Dave Long, J.D. Learn More >	Wednesday, July 30, 2025 at 1:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities for Investment Adviser Reps Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Tuesday, August 5, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP, IAR	Register Learn More
Opportunity Zone Funds After the Big, Beautiful Tax Bill Presented by Louis Roger, Capital Square Learn More >	Thursday, August 7, 2025 at 1:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Tuesday, August 12, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP, IAR	Register Learn More
Attracting the Female Dollar Presented by Beth Fitzgerald and Holly Reimel Learn More >	Wednesday, August 13, 2025 at 12:00 PM ET	No	Register Learn More
How Much Do I Need To Retire? Presented by Wade Pfau, PhD, CFA, RICP®, Learn More >	Thursday, August 14, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR, EA	Register Learn More
The Great Escape: How to Free Yourself from Client Fires and Daily Chaos Presented by Josh Patrick, CFP, Financial Transitionist, Stage 2 Planning Partners Learn More >	Tuesday, August 19, 2025 at 12:00 PM ET	No	Register Learn More
Guiding the Exit: A Financial Advisor’s Role in Business Succession Conversations Presented by Anthony Venette, CPA, Withum Learn More >	Thursday, August 21, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Strategic Estate Planning Under the Big, Beautiful Tax Law Presented by Alan Gassman, J.D., LL.M. and Brandon Ketron Learn More >	Monday, August 25, 2025 at 1:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Unlocking Meaning and Purpose in Financial Planning – Insights from The Purpose Code Presented by Jordan Grumet, Learn More >	Tuesday, August 26, 2025 at 12:00 PM ET	No	Register Learn More
A Sequel: Best Practices for Protection against Cyber Threats Presented by Aryn Johnson, Marsh McLennan Agency Learn More >	Wednesday, August 27, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More