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
03/10/15
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4.8 (75)
Fritz Meyer Economic And Investment Update, March 2015
03/06/15
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4.4 (35)
What Will Drive Yields In 2015?
02/27/15
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4.6 (55)
2015 Tax Traps, Tips, And Tricks For Investment Advisers
02/20/15
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4.3 (36)
How To Run An RIA Utilizing Tax-Efficient Investment Techniques
02/18/15
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5.0 (5)
Managing Email In Office 365: Training For IA Reps
02/13/15
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3.8 (28)
Tax Reporting On Stock Compensation Earned In 2014
02/11/15
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0.0 (0)
Fritz Meyer Additional Session For February 2015
02/10/15
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4.7 (72)
Fritz Meyer Economic And Investment Update, February 2015
01/23/15
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4.7 (71)
A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)
01/16/15
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4.8 (67)
The Investment Accident Waiting To Happen
01/13/15
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4.8 (88)
Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits
01/09/15
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4.4 (40)
Data Breaches And Cyber-Liability For Advisors
12/12/14
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4.6 (21)
Office 365 Overview: Getting Ready To Get Set
12/05/14
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4.7 (26)
Protecting Your RIA From Cyber Threats
11/14/14
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4.3 (34)
Volatile Times: Should You Adjust Your Allocation?
11/07/14
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4.7 (51)
Fritz Meyer, Live From IMPACT In Denver, Reviews Bernanke's Speech And Investment Sessions
10/31/14
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4.7 (39)
Last Chance: Alert Widowed Clients Of Portability
10/24/14
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4.0 (17)
Advising On Self-Directed IRAs In Hedge Funds, Private Equity, Venture Capital, And Start-Ups
10/17/14
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3.7 (55)
Optimizing Social Security Claims In Retirement Income Planning
08/22/14
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4.6 (36)
How Advisors Can Encourage Good Behavior In Retirement Investors
08/15/14
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4.7 (40)
Strategic Tax Planning For Large IRAs
08/01/14
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4.6 (18)
Ensure Great Execution Through SMART Goals And Key Performance Indicators
07/25/14
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4.9 (34)
LinkedIn For RIAs, Ninja-Style
07/18/14
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4.7 (26)
What Every Advisor Needs To Know About Self-Directed IRAs
07/11/14
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4.7 (41)
75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*
06/27/14
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4.8 (39)
75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*
06/13/14
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4.5 (13)
How To Set Up And Run An Internship Program At An RIA
06/06/14
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4.1 (20)
Making Your RIA GIPSĀ® Compliant
05/29/14
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4.7 (38)
75 Ways To Generate Tax-Alpha (Part 1) (Two CE credits)*
05/16/14
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4.2 (12)
How To Produce And Edit Your Own Video Presentations

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