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The Time To Plan For The Tax Wave Of 2021 Is Now
Apr 22, 2021The Time To Plan For The Tax Wave Of 2021 Is Now The tax wave of 2021 is about to hit wealthy Americans. The value of tax planning advice is...
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Low Expense Investing For Professionals Course, Craig Israelsen, Ph.D.
Apr 28, 2021The Impact of Asset Allocation On Retirement Income Trade-offs in retirement using two popular withdrawal strategies. How much is withdrawn...
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Fritz Meyer Economic Update, May 2021
May 11, 2021Please join us for Fritz Meyer's economic update webinar for May. Weekly Wealth Management Roundup For Clients Of Wealth...
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2021 RIA Compliance Diagnostic Drill
May 25, 20212021 RIA Compliance Diagnostic Drill Score your compliance with RIA regulatory requirements and learn about common deficiencies cited by...
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What’s Driving Stocks To Record Highs? Fritz Meyer, Financial Economics CE Live
What’s Driving Stocks To Record Highs? Fritz Meyer Live Coinciding with the Covid recovery, stocks returned an astounding 56.4% in the last 12...
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How To Stay The Course, Professional Education Class
Class Description: How To Stay The Course, Professional Education Class What is the greatest risk to a retiree’s portfolio? Stock...
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The American Rescue Plan Act Of 2021: What Advisors Need To Know
Explanation & Analysis Of Tax And Relief Provisions In The American Rescue Plan Act Of 2021 The American Rescue Plan (ARP) gives working...
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A First Draft Of Financial History And CE Credit: Fritz Meyer Economic Update, March 2021
A First Draft Of Financial History And CE Credit; Fritz Meyer Update, March 2021 Vaccines are becoming widely available, and, as a sad chapter in...
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Practical Tips For RIAs To Move To The Cloud Compliantly
The cloud has matured and RIAs are now starting to embrace it. But where do you start?
This session will present practical tips for RIAs to move their office to the cloud in a compliant manner.
At this session, you will learn how to:
• develop an IT use policy
• design for business continuity
• guard against data loss
• protect client privacy
• compliantly store data
• decide between Office 365 and Google Apps
• evaluate email and social media archiving solutions
Presenter Chris Winn is founder and managing principal at AdvisorAssist, a management consulting firm serving advisors, and he has 17 years of experience in regulatory compliance for RIAs, reps, and B/Ds.
Presenter Craig Brauff is CEO of Erado Message Control Solutions, a social media and email compliance solution. In addition to owning a data center, Brauff is an economist, programmer, and a successful entrepreneur.
More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.
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super helpful, especially to show the Boss
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Really appreciated the information. It was very helpful.
sophitl269
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Great. More of this theme will be good.
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