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)
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
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
Using AI to Monitor Client Portfolios: A Smarter Way to Stay Informed Presented by Harry Mamaysky, Ph.D., QuantStreet Capital, QuantStreet Capital Learn More >	Thursday, August 28, 2025 at 1:00 PM ET	No	Register Learn More
Financial Planner with 1,000s of Substack Subscribers Presented by Michael Collins, CFA, WinCap Financial Learn More >	Thursday, September 4, 2025 at 12:00 PM ET	No	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 >	Tuesday, September 9, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Protecting Your Clients in High-Stakes Moments: A Guide to Valuation Red Flags Presented by Anthony Venette, CPA, Withum Learn More >	Thursday, September 18, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Health Insurance Planning for Pre-Medicare Clients: What Every Financial Advisor Should Know Presented by Ron Mastriogiovanni, Healthview Services Learn More >	Tuesday, September 23, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register
Cross-Border Clients: Navigating Tax and Planning Complexities for Expats and Dual Citizens Presented by Edward Cole, Learn More >	Thursday, October 9, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Planning for Senior Living: Insights on Continuing Care Communities Presented by Brad Breeding, CFP®, myLifeSite.net Learn More >	Tuesday, October 14, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Estate Planning for Childfree people: Strategies for Building a Lasting Legacy Presented by Jay Zigmont, PhD, MBA, CFP®, Learn More >	Tuesday, October 21, 2025 at 12:00 PM ET	No CFP, CLU, ChFC, CPA, RICP	Register Learn More