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The Shape Of The Recovery; Fritz Meyer, November 2020
Nov 10, 2020Fritz Meyer Updates: Professional Versus Consumer Versions Fritz Meyer's update on the right covers the latest twist in the housing data,...
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Post Election Tax Planning
Nov 12, 2020November 2020 Tax Planning CE Class Description: The stakes are high, as financial planning, investment and tax practitioners await the results...
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Craig Israelsen's November Webinar
Nov 19, 2020Please join us for Dr. Craig Israelsen's November webinar. Craig Israelsen, Ph.D., teaches A4A members...
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The Next 25 Years For Investment Markets
Class Description To design portfolios for the next 25 years, this class reviews the range of returns and risk characteristics of a wide...
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RIA Regulatory Priorities & Inspection Deficiencies
Compliance Services For A4A Members Cathy Vasilev, cofounder of a compliance consultancy to hundreds of RIAs, is teaching a series of classes on...
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Covidnomics: Financial Economics Amid Covid Crisis With Fritz Meyer
Skip RMDs And Convert To A Roth The unprecedented election to skip RMDs by the end of the year, along...
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Managing Capital Gains In 2020 And Beyond
October Class Description: If President Trump wins the election, capital gain rates are likely to remain about the same. However, if former Vice...
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Working Remotely With Office 365
The promise of Office 365 is connecting remotely to your files in the cloud using any device whether you’re at home, the office, or on the road.
This session reviews tools and techniques for using Office 365 from anywhere. You'll learn about:
• Switching between the Web and full version of an app
• Saving documents for sync and remote access
• Offline access of documents
• Co-authoring documents
• Setting up a mobile device
Office 365 Training for Advisors is a series of 12 monthly classes, available 24/7.
The series started a year ago and now gives you 12 webinars rated 4.5 stars or more.
Robert Clark, an automated marketing expert, teaches what you need to know to manage your practice using Office 365.
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.
User reviews
This is good. Replay is still not available for these? Thank you, Dan
