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)
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 Learn More >	Thursday, December 11, 2025 at 2:00 PM ET 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) - 12.12.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Friday, December 12, 2025 at 9:00 AM ET 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 Learn More >	Friday, December 12, 2025 at 11:30 AM ET 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 Learn More >	Saturday, December 13, 2025 at 9:00 AM ET	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) - 12.13.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Saturday, December 13, 2025 at 11:30 AM ET 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 Learn More >	Monday, December 15, 2025 at 9:00 AM ET 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 Learn More >	Monday, December 15, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 12.15.2025 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Monday, December 15, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
The Four Buckets Framework: A Post-COVID Shift in Retirement Income Planning Presented by Ethan Lohr, CFP, Lohr & Company Learn More >	Tuesday, December 16, 2025 at 1:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, EA	Register Learn More
Demystifying QLACs Presented by Scott Witt, Actuary, Witt Actuarial services Learn More >	Thursday, December 18, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, RICP	Register Learn More
Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 12.18.2025 Presented by Dale Krause Learn More >	Thursday, December 18, 2025 at 2:00 PM ET 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) - 12.19.2025 Presented by Kristy Kennedy Learn More >	Friday, December 19, 2025 at 9:00 AM ET Approved for CE Credit in Year: 2025	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) - 12.19.2025 Presented by John Thompson Learn More >	Friday, December 19, 2025 at 11:30 AM ET Approved for CE Credit in Year: 2025	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 12.20.2025 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates Learn More >	Saturday, December 20, 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 (2 IAR Ethics CE Credits) -12.20.2025 Presented by Tom Duffy Learn More >	Saturday, December 20, 2025 at 11:30 AM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 12.22.2025 Presented by Dale Krause Learn More >	Monday, December 22, 2025 at 9:00 AM ET Approved for CE Credit in Year: 2025	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) - 12.22.2025 Presented by John Thompson Learn More >	Monday, December 22, 2025 at 11:30 AM ET 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) - 12.22.2025 Presented by Kristy Kennedy Learn More >	Monday, December 22, 2025 at 2:00 PM ET Approved for CE Credit in Year: 2025	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register Learn More
Storm-Proofing Retirement: How to Integrate Coastal Risk Into Financial Plans Presented by Christopher Jackson, CFP®, CPJ Financial Learn More >	Tuesday, January 6, 2026 at 1:00 PM ET	Yes CFP, CLU, ChFC, RICP	Register Learn More
Selling Your Book of Business: Contracts, Privacy Laws, and the Movement of Client Data Presented by Isaac Mamaysky, Esq., Potomac Law Group Learn More >	Wednesday, January 14, 2026 at 1:00 PM ET	No	Register Learn More

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