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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)
Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 12.01.2025

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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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
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Rick Fingerman
Pre- and Post-Divorce Planning: What Every Advisor Should Know

Presented by Rick Fingerman, CFP®, CDFA®, CCPS™, Janet Rhodes Friedman, CFP®, CDFA®, and John Thompson, CLA

Yes
CFP, CLU, ChFC, RICP
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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) - 12.04.2025

Presented by John Thompson

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
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Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 12.05.2025

Presented by Dale Krause

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) - 12.05.2025

Presented by Kristy Kennedy

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
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Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -12.06.2025

Presented by Tom Duffy

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
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How to Avoid The Top 10 Costly IRA Mistakes (2 IAR Products and Practices CE) - 12.06.2025

Presented by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

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) - 12.08.2025

Presented by John Thompson

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 12.08.2025

Presented by Dale Krause

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 12.08.2025

Presented by Kristy Kennedy

Approved for CE Credit in Year: 2025
Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
Learn More
John O'Connell
Inside the Latest Custody and Wealth Platform Reports: Insights with John O’Connell of The Oasis Group

Presented by John O'Connell, The Oasis Group

No
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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
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New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 12.11.2025

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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When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 12.12.2025

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) - 12.12.2025

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
What Clients Need to Know when Changing their Residency (2 Products and Practices IAR CE) - 12.13.2025

Presented by Joseph Endres, Esq., Hodgson Russ

Yes
CFP, CLU, ChFC, CPA, RICP, IAR
Register
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Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 12.13.2025

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) - 12.15.2025

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) -12.15.2025

Presented by Tom Duffy

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

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