Free CE Webinars for Advisors
Fin CW hosts free CFP® CE-eligible webinars on IRA planning, Roth conversions, Inherited IRAs, RMD timing, and SECURE Act updates. CE credit is available for live attendance only. New sessions are added regularly — sign up below to be notified when the next one is confirmed.
No CE Webinars Currently Scheduled
We’re planning our next CE session now. Enter your email below and we’ll notify you as soon as a new date is confirmed — typically a few weeks in advance.
Past CE Webinar Recordings
Missed a live session? Watch recordings from previous Fin CW CE webinars below. CE credit is not available for recorded sessions.
IRA Navigation Series
Focused. Recorded. Built to Get Better Over Time.
The IRA Navigation Series is a growing library of short, focused sessions from the Fin CW team — each one recorded and added to our resource archive. Sessions run 15–20 minutes and are designed to be immediately useful, whether you join live or watch later. Four formats, four experts, one consistent goal: making advisors sharper on IRA planning.
- 15–20 Minutes
- Weekly
- Free to Attend
- Recorded & Archived
Live walkthroughs inside Break Analytics — comparing real conversion strategies, modeling scenarios, and showing advisors how to use the software to build a case for their clients.
Register for the Next Session →High-level tax planning ideas drawn from Ed’s books and decades in the field — concepts advisors can apply immediately, with or without the software.
Register for the Next Session →Step-by-step walkthroughs of Break Analytics features — the basics, the shortcuts, and the things people forget after onboarding. A practical refresher whenever you need it.
Register for the Next Session →Focused IRA education sessions — one concept at a time, in plain language. Cathleen takes your questions live and cuts through the complexity advisors face every day.
Register for the Next Session →Catch up on recent episodes from the IRA Navigation Series below. New sessions are added regularly.
