-
Continuing Education And News Analysis For Financial Planners
Dec 08, 2020An Important Update From Fritz Meyer As unlikely as it may seem, a powerful new bull...
Register Now
-
Redesigning Portfolios Built For Accumulation To Work In The Decumulation Phase
Dec 16, 2020Class description for CE about low-expense portfolio design: The worst time to suffer a stock market loss is a few years before and...
Register Now
-
2021 Tax Planning Continuing Professional Education
Dec 17, 2020Please join us for Robert Keebler's December tax analysis webinar. For Growing Fiduciaries With...
Register Now
-
Three Retirement Income Withdrawal Techniques For Roth And Taxable Accounts
lf you’re a fiduciary advising retirees with taxable or tax-free Roth assets, this class shows you how to help clients decide among three...
View Replay
-
Urgent Planning Considerations In Light Of A Biden Administration
Class Description: Urgent Planning Considerations In Light Of A Biden Administration Transferring property out of a taxable...
View Replay
-
2020 Post-Election Tax Planning CE For Professionals
For Growing Fiduciaries With the election of Joseph R. Biden Jr. as the 46th U.S. President, higher federal...
View Replay
-
The Shape Of The Recovery; Fritz Meyer, November 2020
Election Eve Update From Fritz Meyer The economy grew at an anomalous 33.1% annual rate in the...
View Replay
Office 365 And Financial Advisor Compliance
For investment advisors, compliance is a key consideration in almost every aspect of using Office 365. This session covers functions built into Office 365 that help advisors meet compliance requirements for email and stored documents. If you own an RIA, you want to attend this session, along with your CCO and COO to learn about strategies for email compliance, including:
• Journaling
• Legal Hold
• Archiving
• Auditing
• In-place E Discovery
• Retention policies and tags
• Data loss prevention
• Scanning for sensitive data
Office Training for Financial Advisors leverages Robert Clark’s unique abilities as a technology trainer and adds knowledge and tools from AdvisorsAdvisors to customize the training course to an independent advisor’s needs. Advisors taking this course will learn how to use Office 365 features while satisfying SEC and FINRA regulatory compliance rules. You’ll learn how to fulfill mission critical functions for internal and external communications in an RIA.
This webinar is eligible for 1 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.
