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
08/16/13
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4.5 (51)
Year-End Tax Planning Strategies
08/09/13
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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
06/21/13
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3.9 (28)
The Chinese Boom And Bust Economic Cycle: What Private Wealth Advisors Need to Know
06/14/13
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4.5 (16)
Getting Clear About The Cloud For Advisors
06/07/13
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4.2 (14)
Document Management Software For RIAs: Why You Need It And How To Implement It
06/04/13
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4.6 (41)
Taxation Of Wealth Transfer Techniques In 2013
05/17/13
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4.0 (16)
Deploying Your Own Private Cloud
05/10/13
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4.7 (37)
From Efficient To Effective: Building A Multi-Asset Portfolio
05/03/13
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4.6 (27)
Income Shifting With Trusts & Partnerships
04/26/13
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4.3 (19)
What's The Difference Between A CFA®, CIMA®, CPWA®, CFP®, And CPA/PFS?
04/19/13
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4.4 (18)
How Advisors Can Create And Share Videos
04/12/13
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4.3 (23)
The Rising Tide Of Expectations For Financial Advisors
04/05/13
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4.6 (45)
The 3.8% Surtax On Net Investment Income
03/29/13
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4.5 (35)
New, Improved Methods For Optimizing Retirement Income
03/22/13
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4.5 (36)
How A Fee-Only RIA Can Advise Clients On Existing Annuities
03/15/13
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4.4 (14)
Six Steps To Building A Practice For Succession - The Next Gen Way
03/08/13
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4.2 (23)
Working With Women Of Wealth
03/01/13
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4.8 (52)
Keebler’s Analysis Of 2013 Tax Planning Opportunities
02/15/13
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4.6 (50)
A New Approach To Safe Retirement Withdrawal Rates
02/08/13
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4.5 (27)
Data Security For Financial Advisors
02/01/13
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3.6 (18)
Why Financial Advisory Practices Fail To Reach Their Full Potential: The E-Myth And Advisors
01/25/13
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4.5 (43)
With Interest Rates Expected To Rise, Should You Avoid Bonds?
01/18/13
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4.0 (18)
Practitioner Forum: RIAs Acquiring RIAs: Challenges, Due Diligence, Deal Structure
01/14/13
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4.5 (66)
Keebler On 2013 Tax Law Changes
01/11/13
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4.5 (8)
How Can An RIA Profitably Offer SRI Portfolios
12/14/12
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4.3 (30)
Policies Combining Life Insurance With Long-Term Care Insurance: The Good And Bad
12/07/12
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4.6 (28)
10 Common Questions About Taxation Now

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