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
03/24/16
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4.9 (48)
Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods
03/16/16
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4.5 (6)
Using OneDrive For Business And SharePoint In An Advisory Practice
03/04/16
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3.7 (15)
How Advisor Chat Service Eliminates RoboAdvisor Threat
02/26/16
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4.9 (53)
2016 Tax Planning Opportunities And Traps For Investment Advisors
02/25/16
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4.4 (44)
Lessons From 46-Years Of Monthly Returns
02/19/16
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4.0 (29)
Technology, Financial Professionals, And Client Engagement
02/17/16
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4.0 (6)
Administering Office 365 In An RIA
01/29/16
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4.6 (68)
Preparing 1040s: What Financial Advisors Must Know (2 CE credits)
01/22/16
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4.7 (39)
2016 Global Market Outlook With Russell Investments
01/21/16
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4.5 (30)
Getting 2016 Off To A Compliant Start
01/15/16
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4.7 (17)
A Fiduciary's Guide To Serving Active And Retired U.S. Military
01/08/16
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4.7 (53)
What Markets Are Completely Missing About 2016
12/18/15
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4.6 (22)
Practice Strategies For Financial Planners
12/16/15
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4.5 (6)
IA Reps: Stop Letting Technology Drive You Insane
12/04/15
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4.5 (64)
The Math Of Retirement
11/20/15
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4.5 (31)
Estate Plans Of The Rich And Famous
11/18/15
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4.3 (3)
How Advisors Can Get In Sync With OneDrive For Business And SharePoint
10/30/15
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4.4 (32)
10 Action Areas For CCOs
10/29/15
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4.6 (47)
Tax-Aware Investing: Best Practices For IA Reps
10/23/15
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4.7 (53)
Retirement Portfolio Design
10/21/15
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4.6 (5)
Working Remotely With Office 365
10/16/15
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4.3 (25)
Betterment Institutional Webinar
10/02/15
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4.6 (48)
Business-Owner Tax Rules Investment Advisors Must Know About For 2016
09/29/15
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4.8 (6)
RIA Responsibilities As A Fiduciary And Office 365 Administrator
08/28/15
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4.6 (58)
Year-End Tax Planning For Investment Advisers
08/27/15
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4.2 (46)
China's Great Crash: Implications For The World Economy
08/25/15
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4.6 (40)
Craig Israelsen Special Market Coverage
08/21/15
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4.8 (38)
LEARN, COMMIT, SUSTAIN: Client Education And Retention
07/31/15
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4.8 (43)
Best Practices For Financial Planners In Minimizing Estate Tax
07/24/15
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4.4 (46)
Positioning And Delivering Retirement Income With Clients

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