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 Sort descending	CE Eligible (Applicable Designations)
Guided Spending Rates: Rethinking “Safe” Initial Withdrawal Rates Presented by David Blanchett, PhD, CFA, CFP®, PGIM DC Solutions Learn More >	Thursday, May 1, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Seven Components of Longevity Planning Presented by Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning Learn More >	Tuesday, May 6, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Tariffs, Trade Tensions & the Market Outlook: What Advisors Need to Know Now Presented by Harry Mamaysky, Ph.D., QuantStreet Capital, QuantStreet Capital Learn More >	Wednesday, May 7, 2025 at 12:00 PM ET	No	Register Learn More
Preview of Tax Planning Masterclass with Bob Keebler Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates Learn More >	Thursday, May 8, 2025 at 11:30 AM ET	No	Register Learn More
The 411 on SBA Loans for Small Businesses: A Guide for Financial Advisors Presented by Adam Whitaker, First National Bank Learn More >	Thursday, May 8, 2025 at 1:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 05.08.2025 Presented by Tom Duffy Learn More >	Thursday, May 8, 2025 at 2:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits) - 05.09.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Friday, May 9, 2025 at 9:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 05.09.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Friday, May 9, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Tax-Efficiency for Retirement Spending (Approved for 2 IAR CE) - 05.10.2025 Presented by Wade Pfau Learn More >	Saturday, May 10, 2025 at 9:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
What Clients Need to Know when Changing their Residency (Approved for 2 IAR CE) - 05.10.2025 Presented by Joseph Endres, Esq., Hodgson Russ Learn More >	Saturday, May 10, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 05.10.2025 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates Learn More >	Saturday, May 10, 2025 at 2:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE) - 05.11.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Sunday, May 11, 2025 at 9:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 05.11.2025 Presented by Tom Duffy Learn More >	Sunday, May 11, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits) - 05.11.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Sunday, May 11, 2025 at 2:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Tax Planning Ideas for the Financial Advisor to Share with their Clients (Approved for 2 IAR CE) - 05.12.2025 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates Learn More >	Monday, May 12, 2025 at 9:00 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
How to Avoid The Top 10 Costly IRA Mistakes (Approved for 2 IAR CE) - 05.12.2025 Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA Learn More >	Monday, May 12, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Tax-Efficiency for Retirement Spending (Approved for 2 IAR CE) - 05.12.2025 Presented by Wade Pfau Learn More >	Monday, May 12, 2025 at 2:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
A Program that helps you Personalize Healthcare Cost Planning for Every Client Presented by Michael Daley, Healthview Services Learn More >	Wednesday, May 14, 2025 at 12:00 PM ET	No	Register Learn More
Case Studies in Childfree Life, Financial, Estate and Tax Planning Presented by Jay Zigmont, PhD, MBA, CFP®, Learn More >	Thursday, May 15, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register Learn More
Beyond Asset Allocation: Advanced Portfolio Structuring for Volatile Markets Presented by Frank Buchholz, Merrill Lynch (Retired) Learn More >	Tuesday, May 20, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP	Register Learn More