Upcoming Webinars

I encourage you to use our our check the box feature below register for any of the live webinars that interest you. Many of the 100+ live webinars we host each year are open to guests. A premium subscription may be required if you want to provide guests with a continuing education credit.“
Tom Dickson - Founder, Financial Experts Network

Webinar title	Date & time Sort descending	CE Eligible (Applicable Designations)
What Financial Planners and CPAs should know about Trusts and Estates (IAR Elig) - 10.28.2024 Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates Learn More >	Monday, October 28, 2024 at 4:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP, IAR	Register
The Six Stages of Caregiving Presented by Denise Brown and Sandy Adams, CFP® Learn More >	Tuesday, October 29, 2024 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register
Redemption Agreements for Closely Held Businesses: Lessons from Connelly vs. US Presented by Larry Pon, CPA, Learn More >	Thursday, October 31, 2024 at 1:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register
Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR CE) - 10.31.2024 Presented by Michelle Atlas-Quinn, J.D., AdvisorLaw Learn More >	Thursday, October 31, 2024 at 3:00 PM ET	Yes CFP, CLU, ChFC, RICP, IAR	Register
How EverSafe Works to Protect Clients from Fraud, Identity Theft and Age-Related Issues Presented by Liz Loewy, Esq. and Howard Tischler Learn More >	Tuesday, November 5, 2024 at 12:00 PM ET	No	Register
The Optimized Investor Presented by Dr. Amos Nadler, PhD. (Behavioral Finance and Neuroeconomics), Prof of Wall Street Learn More >	Thursday, November 7, 2024 at 1:00 PM ET	No	Register
Childfree Life and Financial Planning Presented by Jay Zigmont, PhD, MBA, CFP®, Childfree Wealth® Learn More >	Tuesday, November 12, 2024 at 12:00 PM ET	Yes	Register
Premarital Preparation Presented by Brian Page, Learn More >	Wednesday, November 13, 2024 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register
Navigating the Future of Tax Policy—What You Should Know About Potential Changes Under Kamala Harris or Donald Trump Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler & Associates Learn More >	Thursday, November 14, 2024 at 4:00 PM ET	No	Register
Special Needs Planning for Multiple Generations: Leveraging Technology for Effective Strategies Presented by Kristin Carelton, Learn More >	Tuesday, November 19, 2024 at 1:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register
Estate Planning with Alan Gassman: Session 3 - CLATs, CRTs, QPRTs, and QCDs Presented by Alan Gassman, J.D., LL.M., Gassman Law Learn More >	Thursday, November 21, 2024 at 1:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register
A Sequel: Best Practices for Protection against Cyber Threats Presented by Aryn Johnson, Marsh McLennan Agency Learn More >	Monday, November 25, 2024 at 12:00 PM ET	No	Register
Medicare and Health Insurance Options for Veterans and Federal Employees Presented by Melinda Caughill, Medicare Expert, i65 Incorporated Learn More >	Tuesday, December 3, 2024 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register
Strategies for Clients & Loved Ones with Dementia Presented by Jennifer Reeder, LCSW, SIFI, Alzheimer's Foundation of America Learn More >	Thursday, December 5, 2024 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register
Maximizing College Financial Aid with the FAFSA and Student Aid Index Presented by Mark Kantrowitz, Learn More >	Monday, December 9, 2024 at 4:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register
Understanding Pet Insurance – Protecting Your Clients' Furry Family Members Presented by Robert Uribe, Learn More >	Tuesday, December 10, 2024 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register
Goals-Based Investing: Digging Deeper with Clients for Goals Presented by Ryan O. Murphy, Ph.D. and Sam Learn More >	Thursday, January 16, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register
Planning for the Next Gen: Navigating the Generation Skipping Transfer Tax Presented by Patrick Carlson, Vanilla Learn More >	Tuesday, February 11, 2025 at 12:00 PM ET	Yes CFP, CLU, ChFC, CPA, RICP	Register