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)
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
Advanced Tax-Deferred Real Estate Strategies Presented by Weiming Peng, Learn More >	Thursday, August 6, 2026 at 12:00 PM ET	No	Register Learn More
CFP Board Update: What’s Ahead for CFP® Professionals Presented by K. Dane Snowden, CFP Board Learn More >	Monday, August 10, 2026 at 3:00 PM ET	No	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
The Rise of State-Run Retirement Plans: What Advisors Need to Know Now Presented by Angela Antonelli and Peter S. Thompson Learn More >	Wednesday, August 12, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	Register Learn More
Long-Term Care Planning in 2026: What Clients Expect—and How Advisors Can Respond Presented by Shawn Britt, Nationwide Retirement Institute Learn More >	Tuesday, August 18, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP, 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
Understanding Daily Money Managers: A Hidden Resource for Financial Advisors and CPAs Presented by Sharon Zissman, American Association of Daily Money Managers Learn More >	Thursday, September 3, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	Register Learn More
Planning for Single Women Presented by Heather Zack, JD, LLM, MSFP,, Carson Wealth Management Learn More >	Thursday, September 10, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR, 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 >	Tuesday, September 15, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA	Register Learn More
The Investment Advisers Act Marketing Rule in 2026 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Tuesday, September 15, 2026 at 2:00 PM ET Approved for CE Credit in Year: 2026	Yes CPA, IAR	Register Learn More
Aging Clients, Legal Capacity, and Elder Financial Protection: A Securities Attorney's Guide for RIAs and IARs Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Tuesday, September 15, 2026 at 3:45 PM ET Approved for CE Credit in Year: 2026	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Designing More Reliable Retirement Income: What the Research Reveals Presented by Wade Pfau, PhD, CFA, RICP® Learn More >	Wednesday, September 16, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	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
Tax-Smart Charitable Giving After the OBBBA Presented by Larry Pon, CPA, AEP and Rick Peck, CFP®, CAP Learn More >	Friday, September 18, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR, 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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