Webinar Replay

Click Here to Download Summary Below

1. Introduction and Purpose

• Speakers: Tom Dickson and Missy Davis
• Purpose: Update Financial Experts Network (FEN) subscribers on:
  • New CE credit opportunities.
  • Launch of a referral program.
  • Website enhancements and dashboard features.
  • Future plans including office hours and AI tools.

2. Overview of FEN Offerings

• Live Webinars:
  • Over 109 webinars year-to-date and ~100 expert presenters.
  • Focus on financial planning, tax, estate, and investment topics.
  • Quality monitored through participant ratings and feedback surveys.
  • Poorly rated presenters are not re-invited.
• Subscriber Base:
  • Approximately 1,415 active subscribers and ~3,000 total since launch.
  • 90% of webinars are eligible for CFP CE credits.

3. CE Credit Programs

• Types of Credits Offered:
  • CFP®, Investment Advisor Representative (IAR/FINRA), CPA (CPE), Enrolled Agent (EA), and newly approved CDFA credits.
• Ethics CE:
  • Presented by Tom Duffy, highly rated among attendees.
  • Next session scheduled for October 31 (Halloween).
• Investment Advisor Reps (IAR):
  • Over 500 active IAR subscribers.
  • Courses for both Ethics and Products & Practices (6 hours each).
• Reporting:
  • CE credits are submitted weekly (not real-time).
  • Subscribers can view credits next day via their dashboard.

4. New CE Credit Approvals

• Certified Divorce Financial Analyst (CDFA):
  • Newly approved CE provider.
  • First program: December 4 on Divorce Planning.

5. Referral Program Launch

• How It Works:
  • When a new subscriber lists your name in the “How did you learn about us?” field, you receive one month’s credit on your plan.
  • Applies to both monthly ($19) and annual ($199) subscribers.
  • Referring 12 new members earns a free year.
• Eligibility: Referral must be identified at signup; credit applied to billing.

6. Courses and Masterclasses

• Bob Keebler’s Tax Planning Masterclass:
  • Four-session in-depth course on recent tax law changes.
  • Now available under CE Self-Study Courses.
  • $30 per two-hour session ($60 if dual-credited for CFP & IAR).
• Self-Study Library:
  • 62 total courses, 56 CFP-eligible.
  • Programs must be rated “excellent” by 90% of attendees to be added.
  • Includes video replay, materials, and quiz for credit.

7. Website and Dashboard Enhancements

New and Updated Features

• Personalized Dashboard:
  • Access CE credits, attendance certificates, and webinar links.
  • Sort and filter by year, designation (CFP/IAR), and live/self-study format.
  • Download Excel reports of completed CE activities.
• Favorites/Shortcuts:
  • Add frequently used sections to the top of the menu.
• Recommended Webinars (Coming Soon):
  • Personalized webinar list based on user profile and designations.
• Add to Calendar: Supports Outlook and Apple ICS formats.
• Profile Management:
  • Add CFP ID, CRD number, PTIN, license info, and CE due dates.
  • Planned personalized CE reminders based on due dates.
• Billing & Subscriptions:
  • New ability to download or email invoices directly from the dashboard.
  • Access both subscription and CE reporting fee invoices.

8. Guest Pass Feature

• Allows members to invite clients or referral partners to attend webinars.
• Guests list the referring member’s name at registration.
• Larger guest lists (10+ invites) may have a small additional charge.

9. Community and Engagement Tools

• Knowledge Base: Archive of educational documents (e.g., FICO score reports).
• Webinar Replays:
  • Replay recordings and downloadable slides.
  • New “Webinar Summary” feature: GPT-assisted, fact-checked summaries for each webinar.
• Forum (Underused):
  • Allows members to connect, ask questions, and share resources.
  • Members must email Tom to be added manually (opt-in).

10. Upcoming Enhancements and AI Integration

• AI Chatbot (In Testing):
  • Integrated on replay pages to answer webinar-specific questions.
  • Draws responses from webinar transcripts.
  • Planned addition of timestamp references for precision.
• Future “Scorecard” Feature:
  • Tracks participation and CE completion by topic (e.g., estate planning, charitable giving).
  • Long-term goal: Add quizzes and progress metrics for self-assessment.

11. Upcoming Webinars & Events

Highlighted upcoming sessions:

• Roth Conversion Strategies – Wednesday at 4 PM.
• Speak Up! Amplify Your Voice – Public speaking workshop.
• College Planning Masterclass (Session 4) – With Alan Gassman’s firm.
• CFP vs. EA Designation Comparison – Thursday session with Adam Shearer.

12. Support & Contact Info

• Tom Dickson: tom@financialexpertsnetwork.com
• Missy Davis: missy@financialexpertsnetwork.com
• Contact via “Contact Us” form or direct email.
• Secure links provided for credit card updates (not stored on site).