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 CE) - 05.11.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Sunday, May 11, 2025 at 9:00 AM 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) - 05.11.2025 Presented by Tom Duffy Learn More >	Sunday, May 11, 2025 at 11:30 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 CE Credits) - 05.11.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Sunday, May 11, 2025 at 2:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Tax Planning Ideas for the Financial Advisor to Share with their Clients (Approved for 2 IAR CE) - 05.12.2025 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates Learn More >	Monday, May 12, 2025 at 9:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 05.12.2025 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA Learn More >	Monday, May 12, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Tax-Efficiency for Retirement Spending (Approved for 2 IAR CE) - 05.12.2025 Presented by Wade Pfau Learn More >	Monday, May 12, 2025 at 2:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
A Program that helps you Personalize Healthcare Cost Planning for Every Client Presented by Michael Daley, Healthview Services Learn More >	Wednesday, May 14, 2025 at 12:00 PM ET	No	Register Learn More
Case Studies in Childfree Life, Financial, Estate and Tax Planning Presented by Jay Zigmont, PhD, MBA, CFP®, Learn More >	Thursday, May 15, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Beyond Asset Allocation: Advanced Portfolio Structuring for Volatile Markets Presented by Frank Buchholz, Merrill Lynch (Retired) Learn More >	Tuesday, May 20, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP	Register Learn More
Transforming Client Acquisition with FINNY AI Presented by Eden Ovadia and Josh Brown Learn More >	Wednesday, May 21, 2025 at 12:00 PM ET	No	Register Learn More
Unlocking Meaning and Purpose in Financial Planning – Insights from The Purpose Code Presented by Jordan Grumet, Learn More >	Thursday, May 22, 2025 at 1:00 PM ET	No	Register Learn More
Wade Pfau: Leveraging Whole Life Insurance for Income + Retirement Security Presented by Wade Pfau, PhD, CFA, RICP®, RISA Profile Learn More >	Tuesday, May 27, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
A Deeper Dive into 529 Plan Data and Tools Presented by Scott Morrison, Saving for College Learn More >	Wednesday, May 28, 2025 at 12:00 PM ET	No	Register Learn More
Unlocking the Power of ABLE Accounts: A Guide for Financial Advisors Presented by Kristin Carleton and Mary Morris Learn More >	Thursday, May 29, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
The Great Roth Conversion Debate – Expert Insights from Larry Kotlikoff, Rick Miller, and Jay Abolofia Presented by Larry Kotlikoff, Rick Miller, and Jay Abolofia, PhD, CFP® Learn More >	Tuesday, June 3, 2025 at 12:00 PM ET	No	Register Learn More
Federal Retirement Benefits Explained: For Current and Former Employees Presented by Ilene Slatko, Learn More >	Wednesday, June 4, 2025 at 12:00 PM ET	No	Register Learn More
Mastering Medicaid Crisis Planning: Strategies for Asset Protection with Medicaid Compliant Annuities Presented by Dale Krause, J.D., LL.M., Krause & Associates Learn More >	Thursday, June 5, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
8 Steps To Leave Your Business In Style Presented by Josh Patrick, CFP, Financial Transitionist, Stage 2 Planning Partners Learn More >	Tuesday, June 10, 2025 at 12:00 PM ET	No	Register Learn More
Unlocking AI for Everyday Efficiency: Insights from Mark Wilson, Financial Planner Presented by Mark Wilson, APA, CFP®, Mile Wealth Learn More >	Wednesday, June 11, 2025 at 12:00 PM ET	No	Register Learn More
New SEC AML Rule for Investment Adviser Reps and RIAs Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Thursday, June 12, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP, IAR	Register Learn More