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The Shape Of The Recovery; Fritz Meyer, November 2020
Nov 10, 2020Fritz Meyer Economic Updates: Professional Versus Consumer Versions Fritz Meyer's update on the right covers the latest twist in the housing...
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2020 Post-Election Tax Planning CE For Professionals
Nov 12, 20202020 Post-Election Tax Planning CE Class For Professionals The stakes are high, as financial planning, investment and tax...
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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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Outlook For Financial Advisors Using Microsoft Office 365
Office 365 gives RIAs the best application on the planet for managing email. At this webinar, we'll show how an advisory firm can use Outlook and Microsoft cloud's most important features to streamline email management. We will cover:
• Connecting multiple accounts to Office 365
• Calendars and connectivity to Office 365
• Shared email accounts
• Groups
• Contacts
Outlook is based on Microsoft’s 30 years of experience in systems for regulated businesses. Advanced settings in Microsoft's cloud enables advisory firms to automate policies and procedures company-wide for about $23 a month per team-member.
Office 365 Training for Advisors is a series of 12 monthly classes, available 24/7.
The series started in January 2015. You get access to all 20 classes about Office 365, and sessions have been rated an average star-rating of about 4.6 stars in reviews by financial professionals.
Robert Clark, an expert in marketing automation, 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
sounded great, but I had an apt and had to leave early, I'll listen to replay.
