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	CE Eligible (Applicable Designations)
HSAs Revisited: What’s New, What’s Changed, and How Advisors Should Be Using Them Today Presented by Roy Ramthun, Learn More >	Tuesday, June 30, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Navigating Family Dynamics in Senior Living Decisions Presented by Kristy Kennedy and Ginger Noce Learn More >	Wednesday, July 1, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP	Register Learn More
When Clients Don’t Follow the Plan: Techniques from Client Psychology Presented by Dr. Megan McCoy, Ph.D., LMFT, AFC®, CFT™, Kansas State University Learn More >	Tuesday, July 7, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	Register Learn More
How to Create Videos Without Making it a Full-Time Job: A Real Advisor Opens His Playbook Presented by Laura Garfield and Casey Pascuzzi, CWS® Learn More >	Wednesday, July 8, 2026 at 12:00 PM ET	No	Register Learn More
5 Tax Planning Strategies to Deliver More Client Value Presented by Brady Bassford, Prudential Financial Learn More >	Thursday, July 9, 2026 at 12:00 PM ET	No	Register Learn More
CFP® Fiduciary Duty and Professional Partnerships: Delivering Comprehensive Financial Planning Presented by Kevin Kimbrough, CFP®, CLU, ChFC, CLTC and Alan Gassman, J.D., LL.M Learn More >	Wednesday, July 15, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP, CDFA	Register Learn More
The Investment Advisers Act Marketing Rule in 2026 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Thursday, July 16, 2026 at 12:00 PM ET Approved for CE Credit in Year: 2026	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Combining Annuities with Long-Term Care Insurance Presented by Richard Rusoff, Krause Agency Learn More >	Tuesday, July 21, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	Register Learn More
Mastering Credit Scores: What Financial Advisors Need to Know to Help Clients Build, Protect & Optimize Their Credit Presented by Tiffany Cross, Identity IQ Learn More >	Wednesday, July 22, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	Register Learn More
Raising Financially Capable Teens: Helping Families Build Healthy Money Mindsets Presented by Adam Kol Learn More >	Thursday, July 30, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Beyond OBBBA, Part 2: New Trump-Era Tax Proposals and Planning Opportunities Presented by Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, Learn More >	Wednesday, August 5, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
IRMAA: What Financial Advisors Should Know About Medicare Surcharge Premiums Presented by Larry Pon, CPA, AEP, Learn More >	Tuesday, August 11, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA	Register Learn More
Navigating Today’s Student Loan Challenges: Strategies, Case Studies & Policy Update Presented by Meagan McGuire, CFP®, ChFC®, CSLP® and Lauryn Williams, CFP®, CSLP®, AFC® Learn More >	Thursday, August 20, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	Register Learn More
The Childfree Economy: How 25% of Americans Are Reshaping Financial Planning, Markets, and Retirement Presented by Jay Zigmont, PhD, MBA, CFP®, Childfree Wealth Learn More >	Tuesday, August 25, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP, CDFA	Register Learn More
Tax-Efficient Retirement Income and Wealth Preservation with Life Insurance Presented by Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP® and Kevin Kimbrough, CFP®, CLU, ChFC Learn More >	Thursday, August 27, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP	Register Learn More
Tax Deductions and Strategies for Clients in Continuing Care Retirement Communities (CCRCs) Presented by Larry Pon, CPA and Brad Breeding, CFP® Learn More >	Tuesday, September 15, 2026 at 12:00 PM ET	No	Register Learn More
Helping High-Asset Clients Qualify for Home Financing: A Practical Guide to Non-QM Loans Presented by Dan Williams, Todd Swanson, and John Thompson, CLA Learn More >	Thursday, September 17, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	Register Learn More
Ethics CE for CFPs Presented by Tom Dufy, CFP, Learn More >	Tuesday, September 22, 2026 at 12:00 PM ET	Yes CFP	Register Learn More
Building an Effective PR & Marketing Program for Financial Advisors Presented by Jody Lowe:, The Lowe Group Learn More >	Thursday, October 29, 2026 at 12:00 PM ET	No	Register Learn More
Estate Liquidity and Legacy Planning with Life Insurance Presented by Alan Gassman, Esq., Kevin Kimbrough, CLU, CHFC, and Barry Flagg, CLU, ChFC Learn More >	Tuesday, November 10, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More

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