Webinars With Industry Experts

Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice

Category: Webinars
Written by Advisor Dashboard
Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice As a prequisite to attending this class,you must take Syntoniq's my3B behavioral finance assessment. A free trial will be sent to you (from This email address is being protected from spambots. You need JavaScript enabled to view it.) before the class on September 15 at 12 p.m. ET.    The recent market crisis has presented financial advisors with the challenge of assuring clients to...
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Year-End Tax Planning 2020 CPE With Robert Keebler

Category: Webinars
Written by Advisor Dashboard
Covid Crisis Hits Private W ealth (August 25, 2020) Coronavirus is cutting a path of economic destruction, transforming the landscape of investing and taxation. The abrupt change in conditions challenges families to act on new risks and opportunities in managing their wealth.  Families are being hit with a "perfect storm.“ That's what the private wealth client group at the New York law firm of Moses & Singer calls it at...
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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE

Category: Webinars
Written by Advisor Dashboard
Fritz Meyer: A Tale Of Two Economies (Sunday, August 23, 2020)  Fritz Meyer draws a distinction between the S&P 500 and what's happening in the broad economy. It's a tale of two economies: coronavirus is crushing small businesses while the tech giants that dominate the S&P 500 are immune. That's just one of a long list of important points packed into this 10-minute market commentary for advisors, which also...
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Low-Expense Investing For Tax, Financial & Investment Planning Professionals

Category: Webinars
Written by Advisor Dashboard
Low-expense investing has always been important to advisors but it's much more important now. With technology compressing RIA fees and the Covid crisis raising operational costs, lower-cost ETFs and mutual funds provide a proven, quantifiable boost to a client’s monthly retirement income, expanding an RIA's margins based on your tax and financial planning advice services and specialized private investments.  This class: • details a variety of ways to...
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Estate & Asset Protection Problems Arising Amid Covid

Category: Webinars
Written by Advisor Dashboard
Class Description: Estate & Asset Protection Problems Arising Amid Covid The Covid pandemic is forcing many individuals to consider, perhaps for the first time, what will happen when their life comes to an end. This session dives deep into estate and asset protection planning situations arising as a result of the Covid crisis, including: • A reminder about four crucial documents: wills, health care proxies, trusts and beneficiary designation forms. • The...
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With Covid-Crisis Recession Ending Now, What's Ahead?

Category: Webinars
Written by Advisor Dashboard
During the Coronavirus epidemic, Advisors4Advisors is publishing free updates between CE classes.  Fritz Meyer Economic Update   Fritz hits the latest economic fundamentals in this 10-minute fiancial economic commentary.  As  an independent economist, Fritz Meyer has no financial product to sell. Some highlights of what he saying now: -- The worst of the vrius crisis has passed; 2Q20 GDP plunged at...
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2020 Tax Planning Amid Covid Financial Crisis

Category: Webinars
Written by Advisor Dashboard
During the Coronavirus epidemic, Advisors4Advisors is publishing important updates free between CE classes. July 12: 2020 Roth Conversion Q&A Roth Conversion is a major tax saving strategy of 2020 for those who take RMDs or about to do so for the first time. The July 9 class received an average rating of 9.6 on a 10-point scale. At the end of the session, Bob Keebler, CPA/PFS, answered questions from A4A members.  (Read...
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2020 Behavioral Finance Webinar Series For Financial Advisors

Category: Webinars
Written by Advisor Dashboard
Behavioral Finance for Financial Advisors “I can calculate the motion of heavenly bodies, but not the madness of people.” Sir Isaac Newton, after he lost a fortune trading the stock of South Sea Company in 1720. Sir Isaac Newton, one of the most influential scientists of all time, made seminal contributions in almost every field he ventured into including mathematics, physics, optics, astronomy, and even theology. Not investing. Even a man of his intellect was not...
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Covid Crisis Estate Planning With Gideon Rothschild

Category: Webinars
Written by Advisor Dashboard
Covid crisis estate planning requires a financial professional to know how to solve the most common problems clients face amid the outbreak as well as ensuring a client’s documents are in order.    At this class, you’ll learn about Covid estate planning issues, including: • Common estate planning questions clients are asking • Virtual execution of documents • Increased gift exemption subject to significant reduction after...
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Quarterly Economic Review For Private Wealth Advisors, July 2020

Category: Webinars
Written by Advisor Dashboard
During the Coronavirus epidemic, Advisors4Advisors is publishing free updates between CE classes.  (July 13, 2020)  Roth Conversions Amid Covid This week's client video was not about the financial or economic news. Superceding markets and economic news was this important update for clients, subject toi FINRA review, about a tax strategy created by the constellation of factors amid the Covid...
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Quarterly Economic Review For Private Wealth Advisors, July 2020

Category: Webinars
Written by Advisor Dashboard
During the Coronavirus epidemic, Advisors4Advisors is publishing important updates free between CE classes.    The Incredible Shrinking PCED Rate The personal consumption expenditure deflator, the inflation index reference by the Fed in its policy pronouncements has plunged since the Covid crisis began. Advisors keep clients informed about what's happening in this one-minute video.   . ...
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Diversification: How Much Is Enough?

Category: Webinars
Written by Advisor Dashboard
How much diversification is optimal? At this class, Craig Israelsen, Ph.D,: • reviews portfolio diversification over 20 and 50 years • analyzes tradeoffs between performance and risk control in portfolios of varying levels of diversification • evaluates the types of asset classes that provide the most helpful diversification (using equity as the baseline starting point) Craig Israelsen, Ph.D., teaches A4A members monthly about...
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The New Math Driving 2020 Roth Conversions

Category: Webinars
Written by Advisor Dashboard
During the Coronavirus epidemic, Advisors4Advisors is publishing important updates free between CE classes. July 12: 2020 Roth Conversion Q&A Roth Conversion is a major tax saving strategy of 2020 for those who take RMDs or about to do so for the first time. The July 9 class received an average rating of 9.6 on a 10-point scale. At the end of the session, Bob Keebler, CPA/PFS, answered questions from A4A members.  (Read...
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Coronavirus Financial Economic News For Advisors From Fritz Meyer

Category: Webinars
Written by Advisor Dashboard
  Class Description At this one-credit class, Fritz Meyer updates consensus forecasts for earnings and GDP growth. A key objective of this session is to give investment advisors context for judging the market’s current valuation. While stocks are fully valued and susceptible to more frequent peaks and nosedives -- as they head sideways -- between now and the end of next year. The latest ISM purchasing managers indexes give...
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