Webinars

Webinars

A4A webinars began amid the near-collapse of the world financial system in October 2008 and evolved into a breaking news stream in a continuing education format for CFP®, CIMA®, CPA and other financial professionals.  Continuing professional education for low-expense investment advisors online is easy.

Asset Protection Using Domestic Trusts
4.0
Average Attendee Rating
Poor Average Excellent
Gideon Rothschild
10/22/10 4 PM EST
IWI
Creating Financial Plans Based On Economic Scenarios
2.1
Average Attendee Rating
Poor Average Excellent
Mark Kritzman
10/08/10 4 PM EST
IWI
Managing Email Overload: Tips From An Email Best-Practices Consultant
1.3
Average Attendee Rating
Poor Average Excellent
Tom Gibson
09/24/10 4 PM EST
Cost-Effective Rebalancing To Improve After-Tax Returns & Client Satisfaction
1.8
Average Attendee Rating
Poor Average Excellent
Sheryl Rowling
09/16/10 4 PM EST
Sin Stocks Are A Blessing In A Difficult Market
2.6
Average Attendee Rating
Poor Average Excellent
K.C. Ma
09/09/10 4 PM EST
Rise Up From The Financial Crisis & Reclaim Your Power!
3.3
Average Attendee Rating
Poor Average Excellent
Susan Bagyura
08/27/10 4 PM EST
IWI
The 10-Year Exit Plan: Controlling Your Future
3.3
Average Attendee Rating
Poor Average Excellent
David Grau
08/20/10 4 PM EST
IWI
Portfolio Accounting & Performance Reporting Using BOSS—A PortfolioCenter Service Bureau
3.1
Average Attendee Rating
Poor Average Excellent
Michael Kelly
08/19/10 4 PM EST
Continuity Planning For Advisors
3.3
Average Attendee Rating
Poor Average Excellent
Chris Winn
08/13/10 4 PM EST
Collaborating With Estate Planning Attorneys
3.1
Average Attendee Rating
Poor Average Excellent
Rick Randall
08/06/10 4 PM EST
IWI
Lock In Loyalty With Continuous Client Service
3.5
Average Attendee Rating
Poor Average Excellent
John Anderson
07/30/10 4 PM EST
IWI
What Is Your Firm Really Worth? Here's The Ugly Truth
3.3
Average Attendee Rating
Poor Average Excellent
Mark Hurley
07/23/10 4 PM EST
IWI
A Low-Cost Portfolio Reporting Solution For Independent Advisors
2.5
Average Attendee Rating
Poor Average Excellent
Rob Major
07/15/10 4 PM EST
Compliant Social Media Marketing For Advisors
2.0
Average Attendee Rating
Poor Average Excellent
Andrew Gluck
07/09/10 4 PM EST
Conducting 401k Vendor Searches For Small Plan Sponsors
3.1
Average Attendee Rating
Poor Average Excellent
Charles Epstein
06/25/10 4 PM EST
Data Security Product Recommendations
2.3
Average Attendee Rating
Poor Average Excellent
Brian Edelman
06/18/10 4 PM EST
Setting Up A New Advisory Firm
4.3
Average Attendee Rating
Poor Average Excellent
Bill Winterberg
06/17/10 4 PM EST
IWI
Successful Marketing For Financial Advisors
2.5
Average Attendee Rating
Poor Average Excellent
John Anderson
05/21/10 4 PM EST
Financial Planning Outsourcing To Deepen Client Relationships
3.0
Average Attendee Rating
Poor Average Excellent
Kristen M. Jankowski
05/20/10 4 PM EST
IWI
Financial Planning Outsourcing To Deepen Client Relationships
3.0
Average Attendee Rating
Poor Average Excellent
Kristen M. Jankowski
05/20/10 4 PM EST
IWI