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
09/13/16
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0.0 (0)
Fritz Meyer Economic Update, September 2016
08/26/16
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0.0 (0)
2016 Year-End Tax Planning For Investment Advisors
08/25/16
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0.0 (0)
Investment Basics For Advisors To Teach Prospects And Clients
08/17/16
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4.6 (5)
Outlook For Financial Advisors Using Microsoft Office 365
08/09/16
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4.8 (67)
Fritz Meyer Economic Update, August 2016
07/28/16
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4.9 (19)
Performance And Risk Metrics For Clients
07/22/16
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4.5 (31)
2016 Estate And Gift Tax Class For Financial Advisors
07/20/16
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5.0 (6)
Compliance Features For Advisors In Microsoft Office 365
07/12/16
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4.8 (71)
Fritz Meyer's 2Q 2016 Economic Roundup (Two credits)
06/30/16
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4.5 (32)
BREXIT Breaking News Coverage: A Review Of The MSCI EAFE And EM Indexes
06/29/16
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4.8 (46)
Tax-Efficient Retirement Income And Portfolio Drawdown Techniques
06/26/16
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0.0 (0)
Applying Behavioral Finance Theory To Respond To Brexit Fallout
06/24/16
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4.4 (35)
BREXIT Webinar, Today At 4 ET
06/15/16
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4.3 (3)
Security Features Of Microsoft Office 365/Microsoft Cloud
06/14/16
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4.7 (72)
Fritz Meyer Economic And Investment Update, June 2016
05/26/16
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4.7 (42)
Defining A Fiduciary-Level Of Diversification
05/25/16
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4.8 (55)
Everything An Investment Fiduciary Needs To Know About Trusts And Estates
05/20/16
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4.4 (39)
The DOL's New Fiduciary Rule
05/18/16
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4.2 (6)
Working With Web Apps And Documents Online In Microsoft Office 365
05/13/16
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4.5 (51)
A Simple New Approach To Retirement Income Planning
05/10/16
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4.8 (85)
Fritz Meyer Economic And Investment Update, May 2016
05/06/16
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4.6 (48)
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
User rating
 
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
User rating
 
4.9 (86)
Fritz Meyer Economic And Investment Update, March 2016

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