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 session 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
05/15/15
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0.0 (0)
Craig Israelsen's 2Q15 Webinar
05/12/15
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0.0 (0)
Fritz Meyer Economic And Investment Update, May 2015
04/24/15
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0.0 (0)
Everything A Financial Advisor Needs To Know About College Funding And Taxes
04/22/15
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0.0 (0)
Calendars And Office 365
04/14/15
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4.8 (81)
Fritz Meyer's 2Q2015 Analysis Webinar -- Two CE Credits
04/10/15
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3.9 (24)
Virtual Desktops For Financial Advisors
03/20/15
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4.7 (26)
Tax Planning For Concentrated Low-Basis Positions, Options, And Margin Accounts
03/18/15
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4.5 (6)
IA Reps: Stop Letting Technology Drive You Insane
03/10/15
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4.8 (75)
Fritz Meyer Economic And Investment Update, March 2015
03/06/15
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4.4 (35)
What Will Drive Yields In 2015?
02/27/15
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4.6 (55)
2015 Tax Traps, Tips, And Tricks For Investment Advisers
02/20/15
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4.3 (36)
How To Run An RIA Utilizing Tax-Efficient Investment Techniques
02/18/15
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5.0 (5)
Managing Email In Office 365: Training For IA Reps
02/13/15
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3.8 (28)
Tax Reporting On Stock Compensation Earned In 2014
02/11/15
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0.0 (0)
Fritz Meyer Additional Session For February 2015
02/10/15
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4.7 (72)
Fritz Meyer Economic And Investment Update, February 2015
01/27/15
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5.0 (3)
Office 365: The First Five Things To Do
01/23/15
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4.7 (71)
A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)
01/16/15
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4.8 (67)
The Investment Accident Waiting To Happen
01/13/15
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4.8 (88)
Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits
01/09/15
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4.4 (40)
Data Breaches And Cyber-Liability For Advisors
12/12/14
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4.6 (21)
Office 365 Overview: Getting Ready To Get Set
12/09/14
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4.8 (70)
Fritz Meyer Economic And Investment Update, December 2014
12/05/14
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4.7 (26)
Protecting Your RIA From Cyber Threats
11/21/14
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4.7 (51)
Managing Clients Tax Effectively In 2015, And Year-End Reminders For 2014
11/14/14
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4.3 (34)
Volatile Times: Should You Adjust Your Allocation?
11/11/14
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4.9 (57)
Fritz Meyer Economic And Investment Update, November 2014
11/07/14
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4.7 (51)
Fritz Meyer, Live From IMPACT In Denver, Reviews Bernanke's Speech And Investment Sessions
10/31/14
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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

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