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.

Giving Retirement Clients Facts And Reasons For Hope
9.5
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
02/20/20 4 PM EST
Live CPA
50-Year MPT Statistics Of A Diversified Portfolio Analyzed
8.9
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
01/30/20 4 PM EST
Business Cycle & Fundamentals For FAs
6.3
Average Attendee Rating
Poor Average Excellent
Jeff Brown
01/23/20 4 PM EST
Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)
9.7
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
01/14/20 4 PM EST
Showing Clients Retirement Portfolio Risk Variables
4.8
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
12/19/19 4 PM EST
CFP®
Fritz Meyer Economic Update, December 2019
4.9
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
12/10/19 4 PM EST
2020 Financial & Tax Planning Practitioner Guidance
4.8
Average Attendee Rating
Poor Average Excellent
Robert Keebler
12/05/19 4 PM EST
Asset Class Performance Shifts Since 1970
4.9
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
11/19/19 4 PM EST
Fritz Meyer Economic Update, November 2019
4.9
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
11/12/19 4 PM EST
Illustrating The Key Determinants Of Investment Success
4.8
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
10/31/19 4 PM EST
CFP® Live CPA IWI
2019 Year-End Tax Planning Guidance For Investment Advisers
4.8
Average Attendee Rating
Poor Average Excellent
Robert Keebler
10/17/19 4 PM EST
IRS EA
Fritz Meyer Quarterly Economic Update, October 2019 (Two Credits)
4.9
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
10/08/19 4 PM EST
Retiree Risk And Portfolio Results After Fees And 58 Years
4.6
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
09/26/19 4 PM EST
30 Common Types Of Trusts: Part 2
4.7
Average Attendee Rating
Poor Average Excellent
Robert Keebler
09/24/19 4 PM EST
CFP® Live CPA IWI IRS EA
Fritz Meyer Economic Update, September 2019
4.9
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
09/10/19 4 PM EST
Talking With Clients About The Next Bear Market
4.7
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
08/29/19 4 PM EST
Live CPA
30 Common Types Of Trusts: Part 1
4.8
Average Attendee Rating
Poor Average Excellent
Robert Keebler
08/20/19 4 PM EST
CFP® Live CPA IWI IRS EA
Fritz Meyer Economic Update, August 2019
4.9
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
08/13/19 4 PM EST
Live CPA
Form 1041: Income Taxation Of Trusts & Estates
4.8
Average Attendee Rating
Poor Average Excellent
Robert Keebler
07/25/19 4 PM EST
Live CPA IRS EA
Managed Payout Income Replacement Funds vs Annuities
4.7
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
07/11/19 4 PM EST
CFP® Live CPA IWI

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