GoToMeeting Deleted Today’s Webinar, Then Thanked Me For Finding A Bug Hot

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Today’s webinar was ill-fated from the start, and then Citrix Systems’ GoToMeeting app dealt it a fatal blow.

GoToMeeting is the app we at Advisors4Advisors uses to manage our weekly continuing education webinars for financial professionals. This morning, I received word that a medical emergency had befallen today’s guest speaker, Shehriyar Antia. The intrepid economist and one-time senior analyst at the New York Federal Reserve Bank is but a mere mortal and he is laid up at a Manhattan hospital suffering from a kidney stone. This, too, shall, pass.
Compounding Shehriyar’s misfortune, I sought to notify those registered that today’s event would be cancelled — the first cancellation since we started doing these every week in October 2008. I logged into GoToMeeting and explored the “Cancel My Webinar” feature in GoToWebinar.  Then, it occurred to me that I could just reschedule and postpone the webinar. That would be far better than cancelling the session. So I hit “cancel” to back out of the “Cancel My Webinar” process. That’s where there’s a bug.
The bug zapped all information about today’s webinar — registrant list and their emails. It’s all gone. GoToMeeting is trying to retrieve the data but is not optimistic about the prospects. The company told A4A’s Ben Resnik it would issue our account a credit and they thanked us for pointing out the bug.
GoToWebinar made a mistake and I forgive the company. A4A has managed hundreds of webinars for financial professionals on GoToMeeting’s platform and this was the first time something like this ever happened. That’s an incredible record of success! So, even amid my frustration over the loss of the list of registrants for today’s webinar, I must praise GoToMeeting and give you the whole story.
I just checked in on Shehriyar. He aplogized profusely, which is crazy. “Tell them I am doing better with the help of some heavy meds,” he said. A4A apologizes for the inconvenience to members, who I know all wish you a full and speedy recovery and are looking forward to hearing your presentation about What Will Drive Yields In 2015 at our rescheduled session that you can register for here.   
 

 

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A Strategically Focused CE Curriculum

With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

CE Since October 2008

A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
  • needs financial counseling skills
  • wants the Certified Financial Counselor™ designation 
  • is building a brand as a thought leader locally or in a niche
  • wants the facts when bad news breaks
  • wants CE aligned with a content marketing system
  • wants 24/7 access to CE on-demand
  • insists on objective evidenced-based tax and investment planning analysis
MEMBER REVIEWS 
William Desormeau, Jr.  
It is not possible for me to overstate the cumulative value that Craig, Bob and Fritz have added for over 10 years to my investment advisory practice, as well as for personal and family financial planning. A4A gets my highest recommendation
Lynn Najman, CFP®
I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

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Pete Deacon, CPA, CFP®
A4A has had a profound effect on my business. Since 2009, I’ve relied on the consistent messaging and updates to run my business successfully. Being able to present the information from Bob, Fritz, and Craig's ongoing CE webinars has been a significant benefit.

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Fredric Mayerson, MBA, PhD, CFP®
I've been a financial professional and professor of finance for 35 years and find Fritz Meyer and Robert Keebler to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
Ron Roge, MS, CFP®
I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

John R. Day, CPA/PFS®

I’ve been a member since 2011 and never miss the monthly webinars with Fritz Meyer. I appreciate Fritz’s independent views on the economy and markets and Bob Keebler keeps me updated on excellent tax planning ideas. A4A is a great value!

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Norman Politziner, CFP

I wouldn't miss a Fritz Meyer webinar unless my pants were on fire. I've relied on Andrew Gluck's knowledge systems --client communications and CE -- for two decades. It's simply the best solution for tax, financial, investment, and risk-management professionals.®   

Dan Hawley, CFP® 

A4A, for over a decade, has been a great resource for useful and accurate information and CE. A4A and Advisor Products are bargains for an advisory practice. 

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Kevin Brosious, MBA, CFP®, CPA/PFS®

I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific