05/18/2012 - The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios
Is 4% is a safe withdrawal rate for retirees from a portfolio of stocks and bonds? Maybe not.
At this webinar we will cover:
- how the 4% rule was developed
- how the rule has worked historically in the US
- difficulties with the 4% rule in other developed countries
- the effect of current market conditions on the 4% rule
Presenter Wade Pfau is Director of Curriculum Development for the Retirement Management Analyst (RMA) Designation Program. He holds a PhD in Economics from Princeton, and is also an associate professor at the National Graduate Institute for Policy Studies in Tokyo. He is a CFA charterholder and has been published in many financial publications.
Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on webinar replays by registering at Advisors4Advisors.com.
Note: This webinar is eligible for CFP® and IMCA® CE credit.
06/01/2012 - Tax Strategies For Business Owners
Guest presenter Robert S. Keebler, CPA, MST, AEP (Distinguished) is one of the nation’s leading professional educators of lawyers and accountants. A partner at Keebler & Associates, he has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. Keebler is a blogger on Advisors4Advisors and an Advisor Products subject matter expert.
Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on webinar replays by registering at Advisors4Advisors.com.
Note: This webinar is eligible for CFP® CE credit.
06/12/2012 - Monthly Economic Update And Investment Outlook From Fritz Meyer For June 2012
Fritz Meyer provides institutional-quality macro analysis to financial advisors at an affordable price, and he serves as an investment strategist to independent advisory firms. Meyer spent 15 years as investment strategist at Invesco and is a frequent guest on CNBC, Bloomberg TV, Fox Business Network. He writes a blog on Advisors4Advisors and is a sought after public speaker.
Register for this session and you can be enrolled in Advisors4Advisors.com, where you can
receive CE credit on replays of dozens of previous webinars.
Note: This session is eligible for CE credit for CFPs.
To subscribe to Fritz's monthly slide shows and get access to his Powerpoint presentation
that you can edit, brand, and use as your own for client meetings and seminars, go to http://bit.ly/fritzmeyerslides
07/06/2012 - 2Q Tax Developments & Charitable Planning
Guest presenter Robert S. Keebler, CPA, MST, AEP (Distinguished) is one of the nation’s leading professional educators of lawyers and accountants. A partner at Keebler & Associates, he has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. Keebler is a blogger on Advisors4Advisors and an Advisor Products subject matter expert.
Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on webinar replays by registering at Advisors4Advisors.com.
Note: This webinar is eligible for CFP® CE credit.
07/10/2012 - Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012
Fritz Meyer provides institutional-quality macro analysis to financial advisors at an affordable price, and he serves as an investment strategist to independent advisory firms. Meyer spent 15 years as investment strategist at Invesco and is a frequent guest on CNBC, Bloomberg TV, Fox Business Network. He writes a blog on Advisors4Advisors and is a sought after public speaker.
Register for this session and you can be enrolled in Advisors4Advisors.com, where you can
receive CE credit on replays of dozens of previous webinars.
Note: This session is eligible for CE credit for CFPs.
To subscribe to Fritz's monthly slide shows and get access to his Powerpoint presentation
that you can edit, brand, and use as your own for client meetings and seminars, go to http://bit.ly/fritzmeyerslides
08/03/2012 - Understanding The 3.8% Excise Tax
Guest presenter Robert S. Keebler, CPA, MST, AEP (Distinguished) is one of the nation’s leading professional educators of lawyers and accountants. A partner at Keebler & Associates, he has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. Keebler is a blogger on Advisors4Advisors and an Advisor Products subject matter expert.
Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on webinar replays by registering at Advisors4Advisors.com.
Note: This webinar is eligible for CFP® CE credit.
08/14/2012 - Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012
Fritz Meyer provides institutional-quality macro analysis to financial advisors at an affordable price, and he serves as an investment strategist to independent advisory firms. Meyer spent 15 years as investment strategist at Invesco and is a frequent guest on CNBC, Bloomberg TV, Fox Business Network. He writes a blog on Advisors4Advisors and is a sought after public speaker.
Register for this session and you can be enrolled in Advisors4Advisors.com, where you can
receive CE credit on replays of dozens of previous webinars.
Note: This session is eligible for CE credit for CFPs.
To subscribe to Fritz's monthly slide shows and get access to his Powerpoint presentation
that you can edit, brand, and use as your own for client meetings and seminars, go to http://bit.ly/fritzmeyerslides
09/07/2012 - Year End Income Tax Planning
Guest presenter Robert S. Keebler, CPA, MST, AEP (Distinguished) is one of the nation’s leading professional educators of lawyers and accountants. A partner at Keebler & Associates, he has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. Keebler is a blogger on Advisors4Advisors and an Advisor Products subject matter expert.
Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on webinar replays by registering at Advisors4Advisors.com.
Note: This webinar is eligible for CFP® CE credit.
09/11/2012 - Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012
Fritz Meyer provides institutional-quality macro analysis to financial advisors at an affordable price, and he serves as an investment strategist to independent advisory firms. Meyer spent 15 years as investment strategist at Invesco and is a frequent guest on CNBC, Bloomberg TV, Fox Business Network. He writes a blog on Advisors4Advisors and is a sought after public speaker.
Register for this session and you can be enrolled in Advisors4Advisors.com, where you can
receive CE credit on replays of dozens of previous webinars.
Note: This session is eligible for CE credit for CFPs.
To subscribe to Fritz's monthly slide shows and get access to his Powerpoint presentation
that you can edit, brand, and use as your own for client meetings and seminars, go to http://bit.ly/fritzmeyerslides
10/05/2012 - 3Q Tax Developments & Securities Transactions
Guest presenter Robert S. Keebler, CPA, MST, AEP (Distinguished) is one of the nation’s leading professional educators of lawyers and accountants. A partner at Keebler & Associates, he has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. Keebler is a blogger on Advisors4Advisors and an Advisor Products subject matter expert.
Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on webinar replays by registering at Advisors4Advisors.com.
Note: This webinar is eligible for CFP® CE credit.
10/09/2012 - Monthly Economic Update And Investment Outlook From Fritz Meyer For October 2012
Fritz Meyer provides institutional-quality macro analysis to financial advisors at an affordable price, and he serves as an investment strategist to independent advisory firms. Meyer spent 15 years as investment strategist at Invesco and is a frequent guest on CNBC, Bloomberg TV, Fox Business Network. He writes a blog on Advisors4Advisors and is a sought after public speaker.
Register for this session and you can be enrolled in Advisors4Advisors.com, where you can
receive CE credit on replays of dozens of previous webinars.
Note: This session is eligible for CE credit for CFPs.
To subscribe to Fritz's monthly slide shows and get access to his Powerpoint presentation
that you can edit, brand, and use as your own for client meetings and seminars, go to http://bit.ly/fritzmeyerslides
11/13/2012 - Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2012
Fritz Meyer provides institutional-quality macro analysis to financial advisors at an affordable price, and he serves as an investment strategist to independent advisory firms. Meyer spent 15 years as investment strategist at Invesco and is a frequent guest on CNBC, Bloomberg TV, Fox Business Network. He writes a blog on Advisors4Advisors and is a sought after public speaker.
Register for this session and you can be enrolled in Advisors4Advisors.com, where you can
receive CE credit on replays of dozens of previous webinars.
Note: This session is eligible for CE credit for CFPs.
To subscribe to Fritz's monthly slide shows and get access to his Powerpoint presentation
that you can edit, brand, and use as your own for client meetings and seminars, go to http://bit.ly/fritzmeyerslides
11/16/2012 - Keebler’s Top 10 IRA Strategies Update & Drawdown Techniques
Guest presenter Robert S. Keebler, CPA, MST, AEP (Distinguished) is one of the nation’s leading professional educators of lawyers and accountants. A partner at Keebler & Associates, he has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. Keebler is a blogger on Advisors4Advisors and an Advisor Products subject matter expert.
Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on webinar replays by registering at Advisors4Advisors.com.
Note: This webinar is eligible for CFP® CE credit.
12/07/2012 - 10 Common Questions About Taxation Now
Guest presenter Robert S. Keebler, CPA, MST, AEP (Distinguished) is one of the nation’s leading professional educators of lawyers and accountants. A partner at Keebler & Associates, he has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. Keebler is a blogger on Advisors4Advisors and an Advisor Products subject matter expert.
Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on webinar replays by registering at Advisors4Advisors.com.
Note: This webinar is eligible for CFP® CE credit.
12/11/2012 - Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2012
The stock market rally continues. Do the fundamentals support it?
This webinar with noted economist Fritz Meyer will provide clarity on:
- The latest economic data: Heading up across the board
- S&P earnings and valuation
- Key risks: Higher oil prices, inflation, federal budget deficit
- Where to go for yield
- MPT through the bear market: An asset allocation update
- U.S. energy independence?
Fritz Meyer provides institutional-quality macro analysis to financial advisors at an affordable price, and he serves as an investment strategist to independent advisory firms. Meyer spent 15 years as investment strategist at Invesco and is a frequent guest on CNBC, Bloomberg TV, Fox Business Network. He writes a blog on Advisors4Advisors and is a sought after public speaker.
Register for this session and you can be enrolled in Advisors4Advisors.com, where you can
receive CE credit on replays of dozens of previous webinars.
Note: This session is eligible for CE credit for CFPs.
To subscribe to Fritz's monthly slide shows and get access to his Powerpoint presentation
that you can edit, brand, and use as your own for client meetings and seminars, go to http://bit.ly/fritzmeyerslides