Webinars

Webinars

A4A webinars began amid the near-collapse of the world financial system in October 2008 and evolved into a breaking news stream in a continuing education format for CFP®, CIMA®, CPA and other financial professionals.  Continuing professional education for low-expense investment advisors online is easy.

Rate Hikes Are Paused But Cuts Unlikely Till 2024, Fritz Meyer, May 2023
Fritz Meyer
05/25/23 4 PM EST
CFP® Live CPA IWI
It's A Bad Time To Retire; How To Manage Expectations Of Investors About To Retire Or Who Retired Post-Pandemic
Craig Israelsen
05/24/23 4 PM EST
CFP® Live CPA IWI
Master The Basics Of Estate Administration; Bob Keebler’s Monthly Course, May 2023
Robert Keebler
05/23/23 4 PM EST
CFP® Live CPA IWI IRS EA
Fundamentals of Fiduciary Taxation Form 1041 – For 2022 Returns
Robert Keebler
05/03/23 4 PM EST
CFP® Live CPA IWI IRS EA
Using Financial Counseling Techniques To Guide Clients Through The Financial Planning Process In Turbulent Times
Frank Murtha
04/26/23 4 PM EST
CFP® Live CPA IWI
Data Dichotomy; Fritz Meyer Economic Update, April 2023
9.7
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
04/20/23 4 PM EST
CFP® Live CPA IWI
Is Volatility The Same As Risk? Craig Israelsen’s Portfolio Design CE Course, April 2023
9.4
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
04/19/23 4 PM EST
CFP® Live CPA IWI
The Nature of Asset Bubbles and How to Avoid Them
10.0
Average Attendee Rating
Poor Average Excellent
Mark J. Higgins
04/18/23 4 PM EST
CFP® Live CPA IWI
How Risk Of Bank Failures Affects U.S. Economic Outlook; Fritz Meyer Economic Update, March 2023
9.8
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
03/23/23 4 PM EST
CFP® Live CPA IWI
Amid Heightened Fears, Core Concepts To Remind Clients; Craig Israelsen’s Portfolio Design CE Course, March 2023
9.4
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
03/22/23 4 PM EST
CFP® Live CPA IWI
Tax Planning For The Sale Of A Business, Bob Keebler’s Monthly Tax & Financial Planning Course, March. 2023
9.3
Average Attendee Rating
Poor Average Excellent
Robert Keebler
03/16/23 4 PM EST
CFP® Live CPA IWI IRS EA
Redo: Teaching Clients About Retirement Portfolio Distribution Versus Accumulation; Craig Israelsen’s Portfolio Design CE Course, February 2023
9.4
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
02/28/23 4 PM EST
CFP® Live CPA IWI
Bob Keebler’s Monthly Tax & Financial Planning Course, Feb. 2023: Five Must Know Strategies For 2023
9.4
Average Attendee Rating
Poor Average Excellent
Robert Keebler
02/16/23 4 PM EST
CFP® Live CPA IRS EA
Fritz Meyer Economic Update, February 2023
9.7
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
02/14/23 4 PM EST
CFP® Live CPA
50-Year Statistical History On A Seven-Asset Diversified Portfolio, Craig Israelsen’s Portfolio Management CE Course
9.7
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
01/25/23 4 PM EST
CFP® Live CPA
EARN Act (aka SECURE 2.0) Upends Retirement Planning; Bob Keebler’s Monthly Tax And Financial Planning Course, Jan. 2023
9.6
Average Attendee Rating
Poor Average Excellent
Robert Keebler
01/19/23 4 PM EST
CFP® Live CPA IRS EA
The History And Importance Of The Federal Reserve
9.5
Average Attendee Rating
Poor Average Excellent
Mark J. Higgins
01/17/23 4 PM EST
CFP® Live CPA
Despite Aggressive Fed Tightening, A Controlled Landing Is Likely, Fritz Meyer Economic Update, Jan. 2023
9.8
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
01/10/23 4 PM EST
CFP®
Therapeutic Conversations, CFC Update #4, Dec. 2022
9.2
Average Attendee Rating
Poor Average Excellent
Frank Murtha
12/19/22 4 PM EST
CFP® IWI
15 Timely Tax Planning Concepts For 2023, Bob Keebler's December 2022 Update
9.6
Average Attendee Rating
Poor Average Excellent
Robert Keebler
12/15/22 4 PM EST
CFP® Live CPA IWI IRS EA

LATEST ELECTIVES

       
 


Advanced IRA Tax & Financial Planning

Latest Estate Tax Strategies, 2022

Retirement Portfolio Analysis 

Financial Counselor Certificate Course

Long-Term Care Insurance Evaluation 

Lessons From Past Events That Predict The Future

RIA Chief Compliance Officer Certificate Course

Life Insurance Policy Evaluation Certificate Course

LATEST ELECTIVES

       
 


Advanced IRA Tax & Financial Planning

Latest Estate Tax Strategies, 2022

Retirement Portfolio Analysis 

Financial Counselor Certificate Course

Long-Term Care Insurance Evaluation 

Lessons From Past Events That Predict The Future

RIA Chief Compliance Officer Certificate Course

Life Insurance Policy Evaluation Certificate Course