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)
The Reverse Mortgage, Reframed: What It Is, When to Say No, When It Works Presented by John Thompson, CLA, CRMP and Dan Williams Learn More >	Thursday, September 17, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR, 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 Duffy, CFP, Learn More >	Tuesday, September 22, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
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
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
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
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
Building an Effective PR & Marketing Program for Financial Advisors Presented by Jody Lowe:, The Lowe Group Learn More >	Thursday, January 14, 2027 at 12:00 PM ET	No	Register Learn More
SE Tax for LLCs & S Corps: The Limited Partner Loophole, 5th Circuit Fallout & Reasonable Comp Battles Presented by Larry Pon, CPA, AEP, Learn More >	Tuesday, January 19, 2027 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Financial Planning in the Age of Donor-Advised Funds: Insights and Practical Strategies for Advisor Presented by Erinn Andrews and Danny Anderson Learn More >	Tuesday, February 2, 2027 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More

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