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
03/09/12
User rating
 
4.5 (90)
Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
03/08/12
User rating
 
4.0 (4)
New Content Marketing Tools And Techniques For Wealth Managers
03/02/12
User rating
 
4.0 (10)
The Retirement Income Industry Association And RMA Designation
02/24/12
User rating
 
4.4 (21)
Awareness, Stickiness And Leads: How RIAs Can Use Social Media Compliantly
02/17/12
User rating
 
3.9 (62)
Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth
02/10/12
User rating
 
4.0 (75)
Assessing Major Risks To Retirement Plans
02/03/12
User rating
 
4.5 (114)
Income & Estate Tax Strategies For The Year
01/27/12
User rating
 
4.1 (31)
How Wealth Managers Can Use Social Media To Boost Search Engine Rankings
01/20/12
User rating
 
3.8 (40)
Life Settlements: Understanding The Process, Avoiding The Pitfalls
01/13/12
User rating
 
4.5 (69)
The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now
01/06/12
User rating
 
4.2 (75)
2012 Compliance Priorities For RIAs
12/09/11
User rating
 
4.0 (34)
Best Practices In Document Management
12/02/11
User rating
 
4.3 (38)
Increasing Credibility With Clients
11/18/11
User rating
 
2.9 (29)
Monitoring And Managing Retirement Income Portfolios Professionally
11/11/11
User rating
 
4.4 (35)
Adding Clients And Streamlining Processes In 2012
10/28/11
User rating
 
4.3 (96)
Year-End Tax Planning For Financial Advisors
10/27/11
User rating
 
4.3 (17)
Recent Improvements In Advisor Vault
10/21/11
User rating
 
4.2 (29)
Delivering And Monetizing Financial Advice Online
10/14/11
User rating
 
4.2 (42)
A New Credential For Investment Fiduciaries From A Founding Father Of The Fiduciary Movement
10/07/11
User rating
 
4.6 (23)
Establishing Hiring Practices At An Advisory Firm
09/23/11
User rating
 
4.1 (102)
Scott Martin On How To Use Google Analytics To See How Your Website Is Helping You
09/16/11
User rating
 
4.3 (54)
Letting Prospects Sell Themselves
09/15/11
User rating
 
0.0 (0)
Target Date Funds Have Lost Their Luster. What Should Fiduciaries Do?
09/09/11
User rating
 
4.4 (113)
Introduction To Tax-Efficient Investing (Part 1)
09/09/11
User rating
 
0.0 (0)
Tax-Efficient Investing: Comparing The Results Of Tax-Efficient Portfolio Management (Part 2)
View Replay Download Slides Replay Fee
09/09/11
User rating
 
0.0 (0)
Tax-Efficient Investing: Retirement Distribution Strategies (Part 3)
View Replay Download Slides Replay Fee
09/09/11
User rating
 
0.0 (0)
Tax-Efficient Investing: Tax-Sensitive Withdrawal Strategies (Part 4)
View Replay Download Slides Replay Fee
08/12/11
User rating
 
4.6 (27)
The Switch Is On Again For RIAs
08/05/11
User rating
 
4.2 (64)
Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates
07/29/11
User rating
 
4.5 (133)
Harold Evensky On What's New In Wealth Management

Page 6 of 11