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
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
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?

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