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 session from the CFP Board of Standards and the Investment Management Consultants Association, as well as PACE credit toward CLU® and ChFC® designations. A4A also is 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
01/16/15
User rating
 
0.0 (0)
Financial Planners With No Plans Of Their Own
01/13/15
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0.0 (0)
Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits
12/12/14
User rating
 
4.6 (21)
Office 365 Overview: Getting Ready To Get Set
12/09/14
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4.8 (70)
Fritz Meyer Economic And Investment Update, December 2014
12/05/14
User rating
 
4.7 (26)
Protecting Your RIA From Cyber Threats
11/21/14
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4.7 (51)
Managing Clients Tax Effectively In 2015, And Year-End Reminders For 2014
11/14/14
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4.3 (34)
Volatile Times: Should You Adjust Your Allocation?
11/11/14
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4.9 (57)
Fritz Meyer Economic And Investment Update, November 2014
11/07/14
User rating
 
4.7 (51)
Fritz Meyer, Live From IMPACT In Denver, Reviews Bernanke's Speech And Investment Sessions
10/31/14
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4.7 (39)
Last Chance: Alert Widowed Clients Of Portability
10/24/14
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4.0 (17)
Advising On Self-Directed IRAs In Hedge Funds, Private Equity, Venture Capital, And Start-Ups
10/17/14
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3.7 (55)
Optimizing Social Security Claims In Retirement Income Planning
10/14/14
User rating
 
4.7 (96)
Fritz Meyer's 4Q2014 Analysis Webinar -- Two CE Credits
09/12/14
User rating
 
4.7 (58)
Year-End Tax Planning Strategies For 2014
09/09/14
User rating
 
4.7 (70)
Fritz Meyer Economic And Investment Update, September 2014
09/05/14
User rating
 
4.2 (38)
How Office 365 Can Change A Financial Advisor's Business
08/22/14
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4.6 (36)
How Advisors Can Encourage Good Behavior In Retirement Investors
08/15/14
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4.7 (40)
Strategic Tax Planning For Large IRAs
08/12/14
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4.7 (86)
Fritz Meyer Economic And Investment Update, August 2014
08/01/14
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4.6 (18)
Ensure Great Execution Through SMART Goals And Key Performance Indicators
07/25/14
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4.9 (34)
LinkedIn For RIAs, Ninja-Style
07/18/14
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4.7 (26)
What Every Advisor Needs To Know About Self-Directed IRAs
07/11/14
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4.7 (41)
75 Ways To Generate Tax-Alpha® (Part 3) (Two CE credits)*
07/08/14
User rating
 
4.8 (88)
Fritz Meyer's Third Quarter Roundup On Economics And Investments -- Two CE Credits
06/27/14
User rating
 
4.8 (39)
75 Ways To Generate Tax-Alpha® (Part 2) (Two CE credits)*
06/13/14
User rating
 
4.5 (13)
How To Set Up And Run An Internship Program At An RIA
06/10/14
User rating
 
4.8 (62)
Fritz Meyer Economic And Investment Update, June 2014 (Two CE credits)*
06/06/14
User rating
 
4.1 (20)
Making Your RIA GIPS® Compliant
05/29/14
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4.7 (38)
75 Ways To Generate Tax-Alpha® (Part 1) (Two CE credits)*
05/16/14
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4.2 (12)
How To Produce And Edit Your Own Video Presentations

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