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
09/08/15
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0.0 (0)
Fritz Meyer Economic And Investment Update, September 2015
08/21/15
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0.0 (0)
Craig Israelsen's 3Q2015 Webinar
08/11/15
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0.0 (0)
Fritz Meyer Economic And Investment Update, August 2015
07/31/15
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0.0 (0)
Best Practices For Financial Planners In Minimizing Estate Tax
07/24/15
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4.4 (46)
Positioning And Delivering Retirement Income With Clients
07/22/15
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5.0 (4)
Office 365 And SharePoint For RIAs: Beyond Basics
07/17/15
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4.7 (30)
Mid-Year Compliance Self-Test For RIAs
07/14/15
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4.8 (91)
Fritz Meyer's 3Q2015 Analysis Webinar -- Two CE Credits
07/10/15
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4.3 (41)
The Fed, Greece and Interest Rates: What's Next?
06/26/15
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4.8 (54)
What Financial Advisors Must Know About Retirement Income Tax Planning
06/19/15
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4.5 (31)
Boosting Your Bottom Line With Strategic Planning
06/12/15
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4.6 (17)
Office 365 And Skype For Business
06/09/15
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4.6 (80)
Fritz Meyer Economic And Investment Update, June 2015
06/02/15
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4.7 (61)
IRAs, Roth IRAs And Investment Advisors
05/22/15
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4.8 (19)
Advisors No Longer Should Ignore Google+
05/20/15
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4.9 (7)
Office 365 And Financial Advisor Compliance
05/15/15
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4.7 (50)
Retirement Portfolio Adequacy
05/12/15
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4.7 (72)
Fritz Meyer Economic And Investment Update, May 2015
04/24/15
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4.5 (53)
Everything A Financial Advisor Needs To Know About College Funding And Taxes
04/14/15
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4.8 (81)
Fritz Meyer's 2Q2015 Analysis Webinar -- Two CE Credits
04/10/15
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3.9 (24)
Virtual Desktops For Financial Advisors
03/20/15
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4.7 (26)
Tax Planning For Concentrated Low-Basis Positions, Options, And Margin Accounts
03/18/15
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4.5 (6)
IA Reps: Stop Letting Technology Drive You Insane
03/10/15
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4.8 (75)
Fritz Meyer Economic And Investment Update, March 2015
03/06/15
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4.4 (35)
What Will Drive Yields In 2015?
02/27/15
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4.6 (55)
2015 Tax Traps, Tips, And Tricks For Investment Advisers
02/20/15
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4.3 (36)
How To Run An RIA Utilizing Tax-Efficient Investment Techniques
02/18/15
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5.0 (5)
Managing Email In Office 365: Training For IA Reps
02/13/15
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3.8 (28)
Tax Reporting On Stock Compensation Earned In 2014
02/11/15
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0.0 (0)
Fritz Meyer Additional Session For February 2015

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