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 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
03/08/16
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0.0 (0)
Fritz Meyer Economic And Investment Update, March 2016
02/26/16
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0.0 (0)
2016 Tax Planning Opportunities And Traps For Investment Advisers
02/12/16
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0.0 (0)
Dennis Gallant Releases Results of Survey Of Financial Professionals' Technology Preferences
02/09/16
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0.0 (0)
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
11/10/15
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4.7 (71)
Fritz Meyer Economic And Investment Update, November 2015
10/30/15
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4.4 (32)
10 Action Areas For CCOs
10/29/15
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4.6 (47)
Tax-Aware Investing: Best Practices For IA Reps
10/23/15
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4.7 (53)
Retirement Portfolio Design
10/21/15
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4.6 (5)
Working Remotely With Office 365
10/16/15
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4.3 (25)
Betterment Institutional Webinar
10/13/15
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4.8 (99)
Fritz Meyer's 3Q2015 Webinar (2 CPE credits)
10/02/15
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4.6 (48)
Business-Owner Tax Rules Investment Advisors Must Know About For 2016
09/29/15
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4.8 (6)
RIA Responsibilities As A Fiduciary And Office 365 Administrator
09/08/15
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4.8 (67)
Fritz Meyer Economic And Investment Update, September 2015
08/28/15
User rating
 
4.6 (58)
Year-End Tax Planning For Investment Advisers
08/27/15
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4.2 (46)
China's Great Crash: Implications For The World Economy
08/25/15
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4.6 (40)
Craig Israelsen Special Market Coverage

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