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Quarterly Economic Review For Private Wealth Advisors, July 2020
Jul 14, 2020During the Coronavirus epidemic, Advisors4Advisors is publishing free updates...
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The New Math Driving 2020 Roth Conversions
During the Coronavirus epidemic, Advisors4Advisors is publishing important updates free between CE...
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Diversification: How Much Is Enough?
How much diversification is optimal? At this class, Craig Israelsen, Ph.D,: • reviews portfolio diversification over 20 and 50...
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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Class Description At this one-credit class, Fritz Meyer updates consensus forecasts for...
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RIA PPP Disclosure Requirements
RIAs that receive a PPP loan must disclose it on ADV Part 2 under Item 18, raising many questions for RIAs. Compliance consultant Cathy Vasilev,...
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Virtual Desktops For Financial Advisors
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Attend this webinar to learn the following crucial ideas about Virtual Desktops for Financial Advisors, including:
• Virtual Desktop versus Remote Desktop – what’s the difference?
• Who should move to a virtual desktop? Who should not?
• What to expect after you move
• Typical practice management benefits and issues in an RIA
• Using a virtual desktop with web apps as well as desktop apps
• The A4A - FPA Technology virtual desktop for advisors
Craig Pollack has been a trusted technology consultant to financial advisors for over 25 years. FPA Technology Services, his firm, ensures business systems and network infrastructure are secure and sensible. Pollack has built FPA into a leading managed service provider to RIAs in Southern California and has partnered with A4A to create and train advisors across the nation on leveraging virtual desktops in professional practices.
This webinar is eligible for IMCA® CE and PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.
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.
