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)
How to smash marketing with AI in 2026 Presented by Sara Grillo, CFA, Learn More >	Tuesday, May 5, 2026 at 12:00 PM ET	No	Register Learn More
Succession Planning: From Control to Continuity Presented by Stephanie Bogan, Limitless Advisor Learn More >	Wednesday, May 6, 2026 at 12:00 PM ET	No	Register Learn More
Tax Deferral Strategies for Clients Selling Investment Properties: Comparing 721 UPREITs, DSTs, and Opportunity Zones Presented by John Bacigalupi, Cantor Fitzgerald Asset Management Learn More >	Thursday, May 7, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	Register Learn More
Which Retirement Account Strategy Is Best for Your Clients? Traditional or Roth? Presented by Derek Hortsmeyer, George Mason University's Costello College of Business Learn More >	Tuesday, May 12, 2026 at 12:00 PM ET	No	Register Learn More
What 10,000 Advisor–Client Conversations Reveal About the Best Use of AI Presented by Eric Ludwig, PhD, CFP®, RICP®, The American College Learn More >	Wednesday, May 13, 2026 at 12:00 PM ET	No	Register Learn More
J.P. Morgan's 2026 Guide to Retirement: Spending, Care Planning & Protecting What Matters Most Presented by Sharon Carson, JP Morgan Asset Management Learn More >	Thursday, May 14, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP, 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, May 19, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
The Practical Guide to Divorce Financial Analysis Using Family Law Software Presented by Ana Taitt, Esq. and Janet Rhodes Friedman, CFP®, CDFA® Learn More >	Thursday, May 21, 2026 at 12:00 PM ET	No	Register Learn More
Trump Accounts: The Regulations Treasury Confirmed, What the Rules Still Leave Unanswered, and What Advisors Should Know Presented by Denise Appleby, Appleby Consulting Learn More >	Tuesday, May 26, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	Register Learn More
College Admissions Has Changed—What Advisors Need to Know Now Presented by Brennan Barnard, M.Ed. and Rick Clark Learn More >	Thursday, May 28, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR, EA, CDFA	Register Learn More
Tax Strategies for Residential Property Gains: Optimizing Client Outcomes Presented by Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, Learn More >	Tuesday, June 2, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Unique Calculator for Modeling 1031 Real Estate Exchanges Presented by Ray Simmons, Enrolled Agent, Exchange Planning Corp. Learn More >	Thursday, June 4, 2026 at 12:00 PM ET	No	Register Learn More
Building a TIPS Ladder: A Step-by-Step Guide for Advisors Presented by Jay Abolofia, PhD, CFP®, Lyon Financial Planning Learn More >	Wednesday, June 17, 2026 at 12:00 PM ET	No	Register Learn More
Aging Clients, Legal Capacity, and Elder Financial Protection: A Securities Attorney's Guide for RIAs and IARs Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Thursday, June 18, 2026 at 12:00 PM ET Approved for CE Credit in Year: 2026	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Preparing for an SEC Exam and 2026 Exam Priorities Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Thursday, June 25, 2026 at 12:00 PM ET Approved for CE Credit in Year: 2026	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
HSAs Revisited: What’s New, What’s Changed, and How Advisors Should Be Using Them Today Presented by Roy Ramthun, Learn More >	Tuesday, June 30, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Navigating Family Dynamics in Senior Living Decisions Presented by Kristy Kennedy and Ginger Noce Learn More >	Wednesday, July 1, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP	Register Learn More
When Clients Don’t Follow the Plan: Techniques from Client Psychology Presented by Dr. Megan McCoy, Ph.D., LMFT, AFC®, CFT™, Kansas State University Learn More >	Tuesday, July 7, 2026 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA, CDFA	Register Learn More
How to Create Videos Without Making it a Full-Time Job: A Real Advisor Opens His Playbook Presented by Laura Garfield and Casey Pascuzzi, CWS® Learn More >	Wednesday, July 8, 2026 at 12:00 PM ET	No	Register Learn More
The Investment Advisers Act Marketing Rule in 2026 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Thursday, July 16, 2026 at 12:00 PM ET Approved for CE Credit in Year: 2026	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More

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