Financial Advisor Webinar Series

Financial Advisor Webinar Series

The Financial Advisor Webinar Series is a free weekly program addressing key issues affecting independent advisors every Friday at 4 p.m. Eastern Time. 

Members of Advisors4Advisors can replay any webinar 24/7 and receive free continuing education credit from the CFP Board of Standards, the Investment Management Consultants Association and PACE credit toward CLU® and ChFC® designations for most sessions.

The Series was started during the near-collapse of the world financial system in October 2008 and hundreds of advisors attend the live sessions or view replays every week.
Click here for instructions on reporting CE Credit from webinar replays. Registered members only.

Attention Enrolled Agents! Advisors4Advisors is now an IRS Continuing Education Provider. Click here for details.
Date (Rating) Title
02/11/14
User rating
 
4.7 (71)
With A Correction Upon Us, Fritz Meyer Economic And Investment Update; February 2014
02/07/14
User rating
 
4.2 (74)
The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach
01/28/14
User rating
 
4.3 (42)
Creating Tax-Alpha In Today's Interest And Tax Rate Environment
01/24/14
User rating
 
4.0 (27)
Measuring Diversification & Non-Market Beta: A Quantitative Approach To Driving Sustainable Returns
01/17/14
User rating
 
4.0 (70)
The New Ideas Changing Retirement Income Planning
01/14/14
User rating
 
4.9 (63)
Fritz Meyer Economic And Investment Update, January 2014
01/10/14
User rating
 
4.6 (37)
2014 Compliance: Are You Ready For An Exam?
12/20/13
User rating
 
4.7 (31)
3.8% Surtax On Net Investment Income: The Final Regs
12/13/13
User rating
 
4.7 (37)
2014 Estate Planning Update For Financial Planners
12/10/13
User rating
 
4.8 (62)
Fritz Meyer Economic And Investment Update, December 2013
12/06/13
User rating
 
4.1 (24)
A Financial Planner's Guide To Energy Investing
11/26/13
User rating
 
4.5 (50)
Tax-Sensitive Retirement-Income Withdrawal Strategies
11/22/13
User rating
 
4.6 (52)
The Problem Of Chasing Performance
11/15/13
User rating
 
4.4 (44)
A Financial Advisor's Guide To College Admissions
11/12/13
User rating
 
4.8 (71)
Fritz Meyer Economic And Investment Update, November 2013
11/08/13
User rating
 
4.2 (51)
The Big Impact Of Seemingly Small Decisions In Retirement Income Planning
11/01/13
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4.5 (59)
Index Versus Actively-Managed Fund Portfolios; Results Of A Study For Long-Term Investors
10/25/13
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4.4 (47)
Taxation Of REITs, MLPs, Oil & Gas, And Real Estate
10/11/13
User rating
 
4.4 (23)
What's Your RIA Worth?
10/08/13
User rating
 
4.8 (79)
Fritz Meyer Economic And Investment Update, October 2013
10/04/13
User rating
 
4.3 (35)
Strategic Alliances With Accountants And Attorneys
09/27/13
User rating
 
4.7 (42)
A Financial Advisor’s Guide To Maximizing IRAs
09/20/13
User rating
 
4.4 (33)
Same Economics, Different Taxes: Opportunities For Generating After-Tax Alpha
09/10/13
User rating
 
4.7 (76)
Fritz Meyer Economic And Investment Update, September 2013
08/16/13
User rating
 
4.5 (51)
Year-End Tax Planning Strategies
08/13/13
User rating
 
4.5 (68)
Fritz Meyer Economic And Investment Update, August 2013
08/09/13
User rating
 
4.4 (29)
DOMA's Demise: Financial And Tax Planning Implications Advisors Must Know About
08/02/13
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4.3 (24)
Life & Disability Insurance; Six Current Case Studies
07/19/13
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4.7 (52)
Attributes Of Major Asset Classes And Associated Behavioral Finance Issues
06/28/13
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4.5 (15)
Qualified Plan Design Optimization & Benchmarking

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