Events
Upcoming Advisor Webinars & Free CE
Stay ahead of fast‑changing IRA and retirement tax rules with Fin CW’s free CE‑eligible webinars for financial advisors and planners.
Whether you’re looking to deepen your knowledge of Inherited IRAs, tax-efficient distribution planning, RMD timing, or SECURE Act updates, this page is your hub for upcoming training, CE opportunities, and planner‑focused education. New events are added regularly — check back often to reserve your spot.
| Event | Date | RSVP |
|---|---|---|
| Title: Navigating Inherited IRAs After the SECURE Act Speaker: Cathleen Davis-Whitmore CE Approval: Yes – 1 hr CFP® CE | Feb 26, 2026 1:00 PM ET | Register Here |
| Title: Handling Large IRA Distributions with Bob Keebler Speaker(s): Bob Keebler, Cathleen Davis-Whitmore CE Approval: Pending | Apr 29, 2026 4:00 PM ET | Details coming soon |