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
09/21/12
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4.2 (26)
Enter Into Social Media Marketing With Confidence
09/14/12
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0.0 (0)
Retirement Income With Systematic Withdrawals And Immediate Annuities
09/07/12
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4.6 (107)
Year End Income Tax Planning
08/03/12
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4.6 (78)
Understanding The 3.8% Excise Tax
08/02/12
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4.2 (10)
Six Effective Client Communications And Technology Ideas For Advisors
07/27/12
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4.5 (56)
How An RIA Garnered $110 Million AUM In Two Years Using Mindmaps
07/13/12
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4.0 (73)
How Can Fiduciaries Protect Clients From Overpaying For Life Insurance?
07/06/12
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4.6 (82)
Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update
06/29/12
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4.6 (37)
Where Has The Financial Advice Profession Gone Wrong?
06/22/12
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4.5 (53)
Tax Strategies For Business Owners
06/15/12
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4.3 (41)
Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning
06/01/12
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4.2 (39)
The Answer For Today's RIAs Is Active Management, Says Successful RIA-Owner Ken Solow
05/18/12
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4.5 (68)
The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios
05/17/12
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4.0 (17)
Practice Management Ideas For RIAs
05/11/12
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4.3 (53)
Taxation Of Securities Transactions
05/04/12
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4.4 (29)
How Do Financial Advisors Compete In A World In Which Megatrends Can Make Your Head Explode?
04/27/12
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4.3 (9)
Candidate For President Of The United States, Economist Laurence Kotlikoff
04/20/12
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4.2 (29)
Practical Tips For RIAs To Move To The Cloud Compliantly
04/13/12
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4.4 (53)
Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options
03/30/12
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4.2 (29)
Cloud Computing For RIAs: Compliance Tips And Practical Considerations When Moving Client Records
03/23/12
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4.3 (38)
Gresham's Model For A Healthy Relationship With Money
03/16/12
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4.2 (28)
Time Management For Investment Advisors
03/09/12
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4.5 (90)
Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
03/08/12
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4.0 (4)
New Content Marketing Tools And Techniques For Wealth Managers
03/03/12
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0.0 (0)
Advisors4Advisors CFP® Code of Ethics CE Course
03/02/12
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4.0 (10)
The Retirement Income Industry Association And RMA Designation
02/24/12
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4.4 (21)
Awareness, Stickiness And Leads: How RIAs Can Use Social Media Compliantly
02/17/12
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3.9 (62)
Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth
02/10/12
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4.0 (75)
Assessing Major Risks To Retirement Plans
01/27/12
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4.1 (31)
How Wealth Managers Can Use Social Media To Boost Search Engine Rankings

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