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)
What Happens When Social Security Runs Out: A Former SSA Deputy Commissioner Weighs the Options Presented by Mark J. Warshawsky Learn More >	Wednesday, September 23, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, IAR	Register Learn More
Wills that Won’t: A 25 year National Study of Charitable Planning Additions, Deletions, and Ultimate Estate Transfers Presented by Russell James, J.D., Ph.D., Texas Tech University Learn More >	Thursday, September 24, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	Register Learn More
IMMEDIATE Tax Savings from Future Gifts to Charity – Meet the Simpler “Reversionary” Type of Charitable Lead Annuity Trust Presented by Brad Gornto, Gornto Law, PLLC & iCLAT Solutions, LLC Learn More >	Tuesday, September 29, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	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 >	Wednesday, September 30, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA	Register Learn More
Kitces' Research on What's Actually Working in Advisor Marketing Presented by Matt Tenenbaum, Ph.D. Learn More >	Thursday, October 1, 2026 at 12:00 PM ET	No	Register Learn More
Decision Triage: Advising Clients in Crisis with Fred Saide, Ph.D., MA, NSSA Presented by Fred Saide, Ph.D., MA, NSSA Learn More >	Tuesday, October 6, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	Register Learn More
The Rollover Rules - Applying Your Fiduciary Duty to IRA Rollovers Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Wednesday, October 7, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Early Action and Early Decision: Helping Families Navigate College Admission & Affordability Presented by Rick Clark and Brennan Barnard Learn More >	Tuesday, October 13, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA	Register Learn More
Medicare Open Enrollment 2027: All Three Legs of the Medicare Stool Are Cracking at Once — and the Carpenters Just Lost Their To Presented by Melinda Caughill, i65 Learn More >	Thursday, October 15, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA	Register Learn More
Hidden Tuition: An Insider's Guide to College Pricing and Financial Aid Presented by Phillip Levine, Wellesley College Learn More >	Tuesday, October 20, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP, EA, CDFA	Register Learn More
Estate Planning: What Advisors Can Learn from End-of-Life Financial Decisions Across Insurance, Annuities, and Healthcare Presented by Dr. Russell James, Ph.D., J.D., CFP®, Texas Tech University Learn More >	Thursday, October 22, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP, EA, CDFA	Register Learn More
The Hidden Forces Motivating Your Client Decisions Presented by Michael Ervolini, Distinguished Fellow at FactSet Learn More >	Wednesday, October 28, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP, EA, CDFA	Register Learn More
Financial Planner's Process for Guiding Clients Through Long-Term Care Decisions Presented by Jason Hochstadt, CFP®, AIF®, JEDI MANAGEMENT, INC. (and LIFECO ASSOCIATES, INC. Learn More >	Thursday, October 29, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	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
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 >	Tuesday, November 10, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	Register Learn More
The Insurance Side of Estate Planning: Protecting Trust Assets, Trustees & Beneficiaries Presented by Aryn Johnson, Marsh McClennan Learn More >	Tuesday, November 17, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, CDFA	Register Learn More
The FinServ Foundation: Building the Future of Financial Services Through Mentorship, Coaching, and Conference Access Presented by Victoria O'Tool, Executive Director of the FinServ Foundation Learn More >	Tuesday, December 1, 2026 at 12:00 PM ET	No	Register Learn More
A Holistic Approach to Tax-Efficiency in Early-Stage Retirement Income Decisions Presented by Jim DiLellio, Graziadio Business School, Pepperdine University Learn More >	Wednesday, December 2, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
When Clients Lead Nonprofits: Communication Strategies for Successful Capital Campaigns Presented by Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy® Learn More >	Thursday, December 3, 2026 at 12:00 PM ET	No	Register Learn More
The Annual Insurance Checkup: Hidden Savings and Critical Coverage Gaps Your Clients Can’t Afford to Ignore Presented by Aryn Johnson, Marsh McLennan Agency Learn More >	Wednesday, January 6, 2027 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More

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