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
05/13/16
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0.0 (0)
Chris Winn's 2Q2016 Compliance Webinar
05/10/16
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0.0 (0)
Fritz Meyer Economic And Investment Update, May 2016
05/06/16
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0.0 (0)
A Financial Advisor's Guide To College Funding
04/28/16
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4.7 (53)
Retirement Portfolio Torture Test, 1970-2015
04/20/16
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4.8 (4)
Using Skype For Business In An Advisory Firm
04/12/16
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4.8 (98)
Fritz Meyer's 1Q2016 Roundup (2 CPE credits)
04/08/16
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3.7 (19)
Disaster Planning For RIAs
03/31/16
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4.7 (70)
IRAs And Roth IRAs After A Client Dies
03/24/16
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4.9 (48)
Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods
03/16/16
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4.5 (6)
Using OneDrive For Business And SharePoint In An Advisory Practice
03/08/16
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4.9 (86)
Fritz Meyer Economic And Investment Update, March 2016
03/04/16
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3.7 (15)
How Advisor Chat Service Eliminates RoboAdvisor Threat
02/26/16
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4.9 (53)
2016 Tax Planning Opportunities And Traps For Investment Advisors
02/25/16
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4.4 (44)
Lessons From 46-Years Of Monthly Returns
02/19/16
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4.0 (29)
Technology, Financial Professionals, And Client Engagement
02/17/16
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4.0 (6)
Administering Office 365 In An RIA
02/09/16
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4.8 (123)
Fritz Meyer Economic And Investment Update, February 2016
01/29/16
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4.6 (68)
Preparing 1040s: What Financial Advisors Must Know (2 CE credits)
01/28/16
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4.8 (43)
2015 Asset-Class Performance Versus 5-, 10-, and 15-Year Periods
01/22/16
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4.7 (39)
2016 Global Market Outlook With Russell Investments
01/21/16
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4.5 (30)
Getting 2016 Off To A Compliant Start
01/15/16
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4.7 (17)
A Fiduciary's Guide To Serving Active And Retired U.S. Military
01/12/16
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4.8 (99)
Fritz Meyer's 4Q2015 Roundup (2 CPE credits)
01/08/16
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4.7 (53)
What Markets Are Completely Missing About 2016
12/18/15
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4.6 (22)
Practice Strategies For Financial Planners
12/16/15
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4.5 (6)
IA Reps: Stop Letting Technology Drive You Insane
12/08/15
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4.8 (84)
Fritz Meyer Economic And Investment Update, December 2015
12/04/15
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4.5 (64)
The Math Of Retirement
11/20/15
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4.5 (31)
Estate Plans Of The Rich And Famous
11/18/15
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4.3 (3)
How Advisors Can Get In Sync With OneDrive For Business And SharePoint

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