Financial Experts Network

Financial Experts Network Financial Experts features true experts educating listeners of all ages on important financial topic

Breaking News: Bob Keebler on Jan. 5th to Decode SECURE Act 2.0 -
12/29/2022

Breaking News: Bob Keebler on Jan. 5th to Decode SECURE Act 2.0 -

Dear , Save a seat for this CE-CPE-eligible webinar* on Jan. 5th with Bob Keebler, one of the country's top CPAs, to master the important new rules contained in SECURE Act 2.0. While there is no one change in the Act that is time sensitive, it contains many more provisions, when c...

Learn How Out-of-State Bonds Help Muni Fund Returns -
11/14/2022

Learn How Out-of-State Bonds Help Muni Fund Returns -

Currently, average returns for muni funds in some states can differ by as much as a full point, which over time can add up to a tidy sum. Many investors look at municipal bonds and make the same mistake: They think they’re all the same—an investment option with tax-exempt income features, almost...

Learn about changes to College Financial Aid -
09/06/2022

Learn about changes to College Financial Aid -

Dear , If you advise clients on college, I encourage you to register here for a CE/CPE-eligible session* with college planning expert Joe Messinger, CFP® to learn how the FAFSA Simplification Act will change the formulas for calculating a family's Expected Family Contribution ...

Thursday's CE-eligible Webinar: Expert shares 411 on Student Loan Changes -
08/29/2022

Thursday's CE-eligible Webinar: Expert shares 411 on Student Loan Changes -

I’m offering a discount to Thursday's Subscriber’s only session with highly rated student loan expert Heather Jarvis (96% excellent rating) to learn how the student loan cancellation process works for undergrads, graduate students, AND parents. Plus, Heather will cover the extension of the...

Webinar on FDIC acct. with 1.8% yield + Series I Bonds with 9.62% Yield -
07/07/2022

Webinar on FDIC acct. with 1.8% yield + Series I Bonds with 9.62% Yield -

Click here to register for this July 14th webinar that features a look at two interesting short-term investments. One is US Treasury Series I Bonds. I will share what I’ve learned in buying I bonds to include: how the interest rate is determined, a look at historical yields, how much you purch...

Webinar on how Series I Bonds work + FDIC account with 1.8% yield -
06/30/2022

Webinar on how Series I Bonds work + FDIC account with 1.8% yield -

Click here to register for this educational webinar with myself, Tom Dickson, founder of Financial Experts Network and Gary Zimmerman, Founder and CEO of www.MaxMyInterest.com. This webinar will feature a look at two interesting short-term investments. One is US Treasury Series I Bonds. I will sh...

I highly recommend this webinar with estate planning attorney -
06/16/2022

I highly recommend this webinar with estate planning attorney -

Click here to register for this CE/CPE* eligible webinar with highly respected estate planning attorney Alan Gassman to learn how courts view credit protection for IRAs, annuities and life insurance, how best to title assets (especially for clients at high risk), the importance of insurance, how ...

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