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Capital Gains, Opportunity Zones, And Tax-Aware Investing
Oct 08, 2020October Class Description: Please join us for Robert Keebler's October tax analysis webinar about cptial gains, Opportunity Zones, and...
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Financial Economics After Covid; Fritz Meyer's Professional Education Class
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RIA Regulatory Priorities & Inspection Deficiencies
Oct 14, 2020Compliance Services For A4A Members Cathy Vasilev, cofounder of a compliance consultancy to hundreds of RIAs, is teaching a series of...
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Deconstructing The S&P 500 By Sectors And The Index's Changing Risks
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Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice
Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice Before replaying this class, we recommend taking...
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Year-End Tax Planning 2020 CPE With Robert Keebler
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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
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Virtual Desktops For Financial Advisors
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Craig Pollack
04/10/15 4 PM EST Live CPA IWIProgram Id: 153102771 4.4Average Attendee Rating Poor Average Excellent
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.
