Financial Advisor Webinar Series

Financial Advisor Webinar Series

The Financial Advisor Webinar Series is a free weekly program addressing key issues affecting independent advisors every Friday at 4 p.m. Eastern Time. 

Members of Advisors4Advisors can replay any webinar 24/7 and receive free continuing education credit from the CFP Board of Standards, the Investment Management Consultants Association and PACE credit toward CLU® and ChFC® designations for most sessions.

The Series was started during the near-collapse of the world financial system in October 2008 and hundreds of advisors attend the live sessions or view replays every week.
Click here for instructions on reporting CE Credit from webinar replays. Registered members only.

Attention Enrolled Agents! Advisors4Advisors is now an IRS Continuing Education Provider. Click here for details.
Date (Rating) Title
12/09/14
User rating
 
0.0 (0)
Fritz Meyer Economic And Investment Update, December 2014
11/21/14
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0.0 (0)
Tax Analysis And Explanation, November 2014
11/11/14
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0.0 (0)
Fritz Meyer Economic And Investment Update, November 2014
11/07/14
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0.0 (0)
Fritz Meyer, Live From Denver, Reviews Investment Sessions At Schwab IMPACT
10/31/14
User rating
 
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
User rating
 
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
User rating
 
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
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4.1 (20)
Making Your RIA GIPS® Compliant
05/29/14
User rating
 
4.7 (38)
75 Ways To Generate Tax-Alpha® (Part 1) (Two CE credits)*
05/16/14
User rating
 
4.2 (12)
How To Produce And Edit Your Own Video Presentations
05/13/14
User rating
 
4.8 (76)
Fritz Meyer Economic And Investment Update, May 2014
05/09/14
User rating
 
4.6 (31)
SEC's New RIA Guidance On Social Media
04/25/14
User rating
 
4.8 (68)
Bracket Management And Tax-Aware Investing
04/11/14
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4.2 (49)
Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements
04/08/14
User rating
 
4.7 (58)
Fritz Meyer Economic And Investment Update, April 2014

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