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
07/24/15
User rating
 
4.4 (46)
Positioning And Delivering Retirement Income With Clients
07/22/15
User rating
 
5.0 (4)
Office 365 And SharePoint For RIAs: Beyond Basics
07/17/15
User rating
 
4.7 (30)
Mid-Year Compliance Self-Test For RIAs
07/10/15
User rating
 
4.3 (41)
The Fed, Greece and Interest Rates: What's Next?
06/26/15
User rating
 
4.8 (54)
What Financial Advisors Must Know About Retirement Income Tax Planning
06/19/15
User rating
 
4.5 (31)
Boosting Your Bottom Line With Strategic Planning
06/12/15
User rating
 
4.6 (17)
Office 365 And Skype For Business
05/22/15
User rating
 
4.8 (19)
Advisors No Longer Should Ignore Google+
05/20/15
User rating
 
4.9 (7)
Office 365 And Financial Advisor Compliance
05/15/15
User rating
 
4.7 (50)
Retirement Portfolio Adequacy
04/24/15
User rating
 
4.5 (53)
Everything A Financial Advisor Needs To Know About College Funding And Taxes
04/10/15
User rating
 
3.9 (24)
Virtual Desktops For Financial Advisors
03/20/15
User rating
 
4.7 (26)
Tax Planning For Concentrated Low-Basis Positions, Options, And Margin Accounts
03/18/15
User rating
 
4.5 (6)
IA Reps: Stop Letting Technology Drive You Insane
02/20/15
User rating
 
4.3 (36)
How To Run An RIA Utilizing Tax-Efficient Investment Techniques
02/18/15
User rating
 
5.0 (5)
Managing Email In Office 365: Training For IA Reps
01/23/15
User rating
 
4.7 (71)
A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)
01/16/15
User rating
 
4.8 (67)
The Investment Accident Waiting To Happen
01/09/15
User rating
 
4.4 (40)
Data Breaches And Cyber-Liability For Advisors
12/12/14
User rating
 
4.6 (21)
Office 365 Overview: Getting Ready To Get Set
12/05/14
User rating
 
4.7 (26)
Protecting Your RIA From Cyber Threats
11/14/14
User rating
 
4.3 (34)
Volatile Times: Should You Adjust Your Allocation?
10/31/14
User rating
 
4.7 (39)
Last Chance: Alert Widowed Clients Of Portability
10/24/14
User rating
 
4.0 (17)
Advising On Self-Directed IRAs In Hedge Funds, Private Equity, Venture Capital, And Start-Ups
10/17/14
User rating
 
3.7 (55)
Optimizing Social Security Claims In Retirement Income Planning
08/22/14
User rating
 
4.6 (36)
How Advisors Can Encourage Good Behavior In Retirement Investors
08/15/14
User rating
 
4.7 (40)
Strategic Tax Planning For Large IRAs
08/01/14
User rating
 
4.6 (18)
Ensure Great Execution Through SMART Goals And Key Performance Indicators
07/25/14
User rating
 
4.9 (34)
LinkedIn For RIAs, Ninja-Style
07/18/14
User rating
 
4.7 (26)
What Every Advisor Needs To Know About Self-Directed IRAs

Page 4 of 12