Financial Advisor Webinar Series

Financial Advisor Webinar Series

The Financial Advisor Webinar Series is a weekly program produced by Advisors4Advisors addressing key issues affecting independent advisors, held Fridays at 4 p.m. Eastern Time.


Members of Advisors4Advisors can replay any webinar 24/7 and receive unlimited free continuing education credit on most sessions from the CFP Board of Standards and the Investment Management Consultants Association, as well as PACE credit toward CLU® and ChFC® designations. A4A is also an IRS Continuing Education Provider to Enrolled Agents. In addition, CPAs are eligible to receive continuing professional education credit for attending live sessions but not replays.


The Financial Advisor Webinar Series began amid the near-collapse of the world financial system in October 2008 and hundreds of advisors now attend the live sessions or view replays every week. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

  
 
Date (Rating) Title
12/13/16
User rating
 
0.0 (0)
Fritz Meyer Economic Update, December 2016
12/09/16
User rating
 
0.0 (0)
2017 Compliance For RIAs
11/30/16
User rating
 
4.6 (45)
Rebalancing: An Act Of Courage
11/16/16
User rating
 
4.2 (5)
Fine-Tuning Office 365 For RIAs And Introducing Microsoft Flow
11/11/16
User rating
 
4.6 (29)
Business Owner Tax Strategies And Trends
11/09/16
User rating
 
4.8 (32)
Fritz Meyer Special Session: Donald J. Trump's Victory
11/08/16
User rating
 
4.8 (76)
Fritz Meyer Economic Update, November 2016
10/27/16
User rating
 
4.8 (37)
Designing Portfolios For Accumulation And Distribution Lifecycles
10/24/16
User rating
 
4.7 (45)
Improving After-Tax Returns
10/19/16
User rating
 
4.5 (2)
Mobile Devices And Management For Advisors Using Office 365
10/14/16
User rating
 
4.9 (76)
Fritz Meyer's 3Q 2016 Economic Roundup – Two Credits
09/30/16
User rating
 
4.4 (31)
FLPs Out! Act Now On Valuation Discounts
09/29/16
User rating
 
4.8 (39)
Inflation And Investing Since 1970
09/21/16
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4.0 (3)
Sharing Your Unique Abilities With Office 365
09/13/16
User rating
 
4.8 (60)
Fritz Meyer Economic Update, September 2016
08/26/16
User rating
 
4.7 (43)
2016 Year-End Tax Planning For Investment Advisors
08/25/16
User rating
 
4.9 (34)
Investment Basics For Advisors To Teach Prospects And Clients
08/17/16
User rating
 
4.6 (5)
Outlook For Financial Advisors Using Microsoft Office 365
08/09/16
User rating
 
4.8 (67)
Fritz Meyer Economic Update, August 2016
07/28/16
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4.9 (19)
Performance And Risk Metrics For Clients
07/22/16
User rating
 
4.5 (31)
2016 Estate And Gift Tax Class For Financial Advisors
07/20/16
User rating
 
5.0 (6)
Compliance Features For Advisors In Microsoft Office 365
07/12/16
User rating
 
4.8 (71)
Fritz Meyer's 2Q 2016 Economic Roundup (Two credits)
06/30/16
User rating
 
4.5 (32)
BREXIT Breaking News Coverage: A Review Of The MSCI EAFE And EM Indexes
06/29/16
User rating
 
4.8 (46)
Tax-Efficient Retirement Income And Portfolio Drawdown Techniques
06/26/16
User rating
 
0.0 (0)
Applying Behavioral Finance Theory To Respond To Brexit Fallout
06/24/16
User rating
 
4.4 (35)
BREXIT Webinar, Today At 4 ET
06/15/16
User rating
 
4.3 (3)
Security Features Of Microsoft Office 365/Microsoft Cloud
06/14/16
User rating
 
4.7 (72)
Fritz Meyer Economic And Investment Update, June 2016
05/26/16
User rating
 
4.7 (42)
Defining A Fiduciary-Level Of Diversification

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