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.

Tax Reform: An Overview And Summary Of What Advisors Must Focus On Now
9.8
Average Attendee Rating
Poor Average Excellent
Robert Keebler
12/15/21 4 PM EST
IRS EA
Omicron And Inflation Amid A Boom, Fritz Meyer Economic Update, Dec. 2021
9.9
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
12/13/21 4 PM EST
Excel Tips And Tricks
9.0
Average Attendee Rating
Poor Average Excellent
James Cline
12/09/21 4 PM EST
CFP® Live CPA
Tax Planning For Real Estate In 2021 And 2022
9.3
Average Attendee Rating
Poor Average Excellent
Robert Keebler
11/18/21 4 PM EST
IRS EA
Building Simple Low-Expense Diversified Portfolios, Craig Israelsen
9.5
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
11/11/21 4 PM EST
CFP® Live CPA IWI
Earnings-Driven Stock Records Amid Frightening Inflation: Fritz Meyer, November 2021
9.8
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
11/09/21 4 PM EST
Year End Tax Planning For The Other 99%
9.8
Average Attendee Rating
Poor Average Excellent
Robert Keebler
10/21/21 4 PM EST
CFP® Live CPA IWI IRS EA
GDP Pickup Expected In Fourth Quarter; Fritz Meyer Economic Update, October 2021
9.7
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
10/12/21 4 PM EST
2021 RIA Compliance Diagnostic Drill
9.1
Average Attendee Rating
Poor Average Excellent
Cathy Vasilev
09/28/21 4 PM EST
CFP® Live CPA IWI
2021 Year-End Tax Planning Strategies
9.5
Average Attendee Rating
Poor Average Excellent
Robert Keebler
09/23/21 4 PM EST
Personalizing Crucial Conversations About Investing With Clients And Prospects
9.6
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
09/21/21 4 PM EST
CFP® Live CPA IWI
Are Stocks Overpriced? Fritz Meyer Economic Update, September 2021
9.8
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
09/14/21 4 PM EST
Asset Class Rotation On And Off The Efficient Frontier, 2001-2020, Craig Israelsen's August CE Webinar
9.6
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
08/26/21 4 PM EST
CFP® Live CPA IWI
Technical Tips And Traps Of 2021 Roth IRA Conversions
9.6
Average Attendee Rating
Poor Average Excellent
Robert Keebler
08/19/21 4 PM EST
CFP® IRS EA
The Delta Variant's Impact On Economic Fundamentals, Fritz Meyer Economic Update, August 2021
9.8
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
08/10/21 4 PM EST
Trusts & Estates For Investment Advisors And Financial Planners
9.6
Average Attendee Rating
Poor Average Excellent
Robert Keebler
07/22/21 4 PM EST
CFP® Live CPA IWI IRS EA
Risks Amid An Unprecedented Boom: Fritz Meyer Economic Update, July 2021
9.7
Average Attendee Rating
Poor Average Excellent
Fritz Meyer
07/13/21 4 PM EST
Financial Counseling Introduction and Overview (1 Credit)
9.4
Average Attendee Rating
Poor Average Excellent
Frank Murtha
06/24/21 4 PM EST
CFP® Live CPA IWI
Benchmarking Performance Of A Diversified Portfolio
9.4
Average Attendee Rating
Poor Average Excellent
Craig Israelsen
06/23/21 4 PM EST
CFP® Live CPA IWI
2021 Wealth Transfer Planning Strategies For IRAs; Robert Keebler, Tax CE
9.8
Average Attendee Rating
Poor Average Excellent
Robert Keebler
06/17/21 4 PM EST
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