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
11/14/17
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0.0 (0)
Fritz Meyer Economic Update, November 2017
10/12/17
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0.0 (0)
Robert Keebler's October Webinar
10/10/17
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0.0 (0)
Fritz Meyer Quarterly Economic Update, October 2017 (Two Credits)
09/27/17
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0.0 (0)
When Is It Best To Invest? A Review Over 37 Years
09/12/17
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4.9 (90)
Fritz Meyer Economic Update, September 2017
09/06/17
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4.6 (37)
The 15 Best Tax Strategies Right Now
08/31/17
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4.7 (80)
2017 Year-End Tax Planning Guidance For Investment Advisors
08/24/17
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4.8 (46)
Shifts In The Efficient Frontier Over The Decades
08/08/17
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4.9 (86)
Fritz Meyer Economic Update, August 2017
07/27/17
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4.7 (55)
Why You Must Discuss Asset Protection With Every Client, And What You Should Say
07/20/17
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4.8 (41)
What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
07/19/17
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4.8 (51)
Minimizing Estate Taxes Of UHNWIs
07/11/17
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4.9 (95)
Fritz Meyer Quarterly Economic Update, July 2017 (Two Credits)
06/29/17
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4.8 (40)
Capitalizing On Your Competitive Advantage Of Advising On A Low-Cost Diversified Core Portfolio
06/22/17
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4.7 (65)
Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios
06/13/17
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4.8 (86)
Fritz Meyer Economic Update, June 2017
06/05/17
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4.8 (75)
Everything An Investment Fiduciary Needs To Know About Trusts And Estates
05/25/17
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4.7 (55)
Inflation, Returns, And Portfolio Management
05/09/17
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4.9 (105)
Fritz Meyer Economic Update, May 2017
04/27/17
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4.8 (57)
How Long Is The Long-Run?
04/20/17
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4.6 (54)
College Funding Techniques For Advisors
04/11/17
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4.9 (98)
Fritz Meyer Quarterly Economic Update, April 2017 (Two Credits)
03/24/17
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4.7 (67)
IRAs And Roth IRAs After A Client Dies
03/16/17
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4.7 (32)
RMDs And Retirement Portfolio Survival, Part Two
03/14/17
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4.8 (72)
Fritz Meyer Economic Update, March 2017
02/24/17
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4.8 (64)
2017 Tax Planning Opportunities And Traps For Investment Advisors
02/23/17
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4.8 (43)
Portfolio Survival With A Fixed Or CPI-Indexed COLA, Or RMD-Based Withdrawals
02/14/17
User rating
 
4.9 (86)
Fritz Meyer Economic Update, February 2017
02/08/17
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4.3 (51)
Limitations Of Popular Financial Planning Software Applications For Professionals
01/27/17
User rating
 
4.8 (41)
With Massive Tax Cuts Looming, A 2017 Tax Filing Primer For IA Reps (Two Credits)

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