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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 titleDate & timeCE Eligible (Applicable Designations)
Hannah Moore
Training Pathways for the Next Generation of Financial Planners with Industry Leader Hannah Moore, CFP®

Presented by Hannah Moore, CFP®, Amplified Planning

No
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Isaac Mamaysky
Noncompetes and Restrictive Covenants: What Every Financial Advisor Needs to KNOW

Presented by Isaac Mamaysky, Esq., Potomac Law Group

No
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Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 11.13.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 11.14.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 11.14.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 11.15.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 11.15.2025

Presented by Wade Pfau, PhD, CFA, RICP®,

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 11.17.2025

Presented by Dale Krause

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 11.17.2025

Presented by Kristy Kennedy

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 11.17.2025

Presented by John Thompson

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Dan Williams
Unlock the Hidden Side of Your Clients’ Portfolios: Rental Properties

Presented by Dan Williams and Todd Swanson

Yes
CFP, CLU, ChFC, CPA, RICP
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Bill Bengen
Supercharging the 4% Rule: Retirement Income Insights with Bill Bengen

Presented by Bill Bengen,

Yes
CFP, CLU, ChFC, RICP
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Bob Keebler
Year-End Tax Planning in 2025

Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

Yes
CFP, CLU, ChFC, CPA, RICP, EA
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Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 11.20.2025

Presented by Dale Krause

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
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The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 11.21.2025

Presented by John Thompson

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
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Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 11.21.2025

Presented by Kristy Kennedy

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -11.22.2025

Presented by Tom Duffy

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 11.22.2025

Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -11.24.2025

Presented by Tom Duffy

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 11.24.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
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