Financial Advisor Webinar Series

Financial Advisor Webinar Series

The Financial Advisor Webinar Series is a free weekly program addressing key issues affecting independent advisors every Friday at 4 p.m. Eastern Time. 

Members of Advisors4Advisors can replay any webinar 24/7 and receive free continuing education credit from the CFP Board of Standards, the Investment Management Consultants Association and PACE credit toward CLU® and ChFC® designations for most sessions.

The Series was started during the near-collapse of the world financial system in October 2008 and hundreds of advisors attend the live sessions or view replays every week.
Click here for instructions on reporting CE Credit from webinar replays. Registered members only.

Attention Enrolled Agents! Advisors4Advisors is now an IRS Continuing Education Provider. Click here for details.
Date (Rating) Title
11/30/12
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4.5 (20)
Assessing Your Clients' Tolerance For Investment Risk
11/19/12
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4.5 (31)
Keebler’s Top 10 IRA Strategies Update & Drawdown Techniques
11/09/12
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4.9 (39)
Portfolio Design, Asset-Class Performance And Correlations And Rebalancing
10/26/12
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4.0 (12)
Three Requirements For Advisors To Make Money And Technology To Support It
10/19/12
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3.5 (19)
Rebalancing Software For RIAs: Vendors, Benefits & Capabilities
10/12/12
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4.4 (27)
Trust Topics And Trends For Financial Advisors
10/05/12
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4.6 (27)
3Q Tax Developments & Securities Transactions
09/28/12
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4.4 (17)
RIA Fee Structure: Earning Fees In An Era When Investment Management Is Commoditized
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 - 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

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