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
08/09/16
User rating
 
0.0 (0)
Fritz Meyer Economic And Investment Update, August 2016
07/22/16
User rating
 
0.0 (0)
Minimizing Estate Taxes Of UHNWIs
07/12/16
User rating
 
0.0 (0)
Fritz Meyer's 2Q2016 Roundup (2 CPE credits)
06/30/16
User rating
 
0.0 (0)
Craig Israelsen's June Webinar
06/29/16
User rating
 
0.0 (0)
Tax-Efficient Retirement Income And Portfolio Drawdown Techniques
06/26/16
User rating
 
0.0 (0)
Applying Behavioral Finance Theory To Respond To Brexit Fallout
06/24/16
User rating
 
4.4 (35)
BREXIT Webinar, Today At 4 ET
06/15/16
User rating
 
4.3 (3)
Security Features Of Microsoft Office 365/Microsoft Cloud
06/14/16
User rating
 
4.7 (72)
Fritz Meyer Economic And Investment Update, June 2016
05/26/16
User rating
 
4.7 (42)
Defining A Fiduciary-Level Of Diversification
05/25/16
User rating
 
4.8 (55)
Everything An Investment Fiduciary Needs To Know About Trusts And Estates
05/20/16
User rating
 
4.4 (39)
The DOL's New Fiduciary Rule
05/18/16
User rating
 
4.2 (6)
Working With Web Apps And Documents Online In Microsoft Office 365
05/13/16
User rating
 
4.5 (51)
A Simple New Approach To Retirement Income Planning
05/10/16
User rating
 
4.8 (85)
Fritz Meyer Economic And Investment Update, May 2016
05/06/16
User rating
 
4.6 (48)
A Financial Advisor's Guide To College Funding
04/28/16
User rating
 
4.7 (53)
Retirement Portfolio Torture Test, 1970-2015
04/20/16
User rating
 
4.8 (4)
Using Skype For Business In An Advisory Firm
04/12/16
User rating
 
4.8 (98)
Fritz Meyer's 1Q2016 Roundup (2 CPE credits)
04/08/16
User rating
 
3.7 (19)
Disaster Planning For RIAs
03/31/16
User rating
 
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
User rating
 
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
03/04/16
User rating
 
3.7 (15)
How Advisor Chat Service Eliminates RoboAdvisor Threat
02/26/16
User rating
 
4.9 (53)
2016 Tax Planning Opportunities And Traps For Investment Advisors
02/25/16
User rating
 
4.4 (44)
Lessons From 46-Years Of Monthly Returns
02/19/16
User rating
 
4.0 (29)
Technology, Financial Professionals, And Client Engagement
02/17/16
User rating
 
4.0 (6)
Administering Office 365 In An RIA
02/09/16
User rating
 
4.8 (123)
Fritz Meyer Economic And Investment Update, February 2016

Page 1 of 12