Skip to main content

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)
What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 10.24.2025

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

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 10.24.2025

Presented by Wade Pfau

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 10.25.2025

Presented by John Thompson

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 10.25.2025

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

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -10.27.2025

Presented by Tom Duffy

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 10.27.2025

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

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 10.27.2025

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

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 10.30.2025

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

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
Jay Abolofia
Building a TIPS Ladder: A Step-by-Step Guide for Financial Planners

Presented by Jay Abolofia, PhD, CFP®, Lyon Financial Planning

Yes
CFP, CLU, ChFC, CPA, RICP, EA
Register
Learn More
Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -10.31.2025

Presented by Tom Duffy

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 10.31.2025

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

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
Lisa Rehburg
Unlock The Value of Life Insurance: The Who, What and Why of Life Settlements

Presented by Lisa Rehburg,

No
Register
Learn More
Hannah Moore
Meet Industry-Changer Hannah Moore, CFP®

Presented by Hannah Moore, CFP®, Amplified Planning

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

Presented by Isaac Mamaysky, Esq., Potomac Law Group

No
Register
Learn More
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
Register
Learn More
Bill Bengen
Supercharging the 4% Rule: Retirement Income Insights with Bill Bengen

Presented by Bill Bengen,

Yes
CFP, CLU, ChFC, RICP
Register
Learn More
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
Register
Learn More
Rick Peck
HOW THE ONE BIG BEAUTIFUL BILL ACT AFFECTS CHARITABLE GIVING

Presented by Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®,

Yes
CFP, CLU, ChFC, CPA, RICP, EA
Register
Learn More
Phil Camporeale
What JPMorgan Sees Coming: 30 Years of Market Wisdom

Presented by Philip Camporeale, J.P. Morgan Asset Management

Yes
CFP, CLU, ChFC, RICP
Register
Learn More
Ethan Lohr
The Four Buckets Framework: A Post-COVID Shift in Retirement Income Planning

Presented by Ethan Lohr, CFP, Lohr & Company

Yes
CFP, CLU, ChFC, CPA, RICP, EA
Register
Learn More