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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 & time Sort descending CE Eligible (Applicable Designations)
Aryn
A Sequel: Best Practices for Protection against Cyber Threats

Presented by Aryn Johnson, Marsh McLennan Agency
No
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Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR Ethics CE Credits) - 06.19.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 06.20.2025

Presented by Tom Duffy
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR Ethics CE) - 06.20.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 06.21.2025

Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Tax-Efficiency for Retirement Spending (Approved for 2 IAR CE) - 06.21.2025

Presented by Wade Pfau
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 06.21.2024

Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR Ethics CE) - 06.22.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 06.22.2025

Presented by Tom Duffy
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR Ethics CE Credits) - 06.22.2025

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Tax Planning Ideas for the Financial Advisor to Share with their Clients (Approved for 2 IAR CE) - 06.23.2025

Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 06.23.2025

Presented by Joseph Endres, Esq., Hodgson Russ
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 06.23.2025

Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
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Amitai Heller
End-of-Life Decisions: Legal Protections, Pitfalls, and Prevention of Litigation

Presented by Amitai Heller and
Yes
CFP, CLU, ChFC, CPA, RICP
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Sheila Weinberg
A Powerful Tool for Advisors to Analyze Government Spending & Debt

Presented by Sheila Weinberg, Truth in Accounting
No
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Leslie Bonci
Building a Portfolio of ‘Yes I Can’: Smart Nutrition & Fitness Strategies with Leslie Bonci

Presented by Leslie Bonci, MPH, RD, CSSD, LDN,
No
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Leslie Bonci
Food Investments: Safe, Risky, and Unknown – Making Smarter Nutrition Choices with Leslie Bonci

Presented by Leslie Bonci, MPH, RD, CSSD, LDN,
No
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Chris Heye
How To Leverage AI To Improve Client Conversations

Presented by Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning
No
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Harry
Protecting the Downside: How to Capture Equity Upside While Limiting Risk with Harry Mamaysky, Ph.D., QuantStreet Capital

Presented by Harry Mamaysky, Ph.D.,, QuantStreet Capital
No
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Michelle Atlas-Quinn
When It Might Be a Complaint: What Every Investment Adviser Rep Needs to Know

Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw
Yes
CFP, CLU, ChFC, RICP, IAR
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