A4A Will Donate $20 To Bubbles The Clown's Financial Literacy Program If You Join Now; A Lesson In How Advisors Can Partner With Nonprofits Hot

agluckagluck  
 
 
0.0 (0)
Write Review
 
Felzenberg received 5-star rating from 27 reviewers, placing him near the top of the national list of charities at GreatNonProfits.org, a website where people rate charitable organizations.
 
Here’s the review that hooked me: “I work with grad students who are looking for jobs,” says reviewer Kate D. “Too often they are loaded with debt and cannot avoid taking jobs they don't want because they have to start paying off their loans. If these very smart people had gotten the message from Bubbles the Clown when they were young about saving money, they might have avoided the problems they are facing now.”
 
I called Felzenberg to see if Advisors4Advisors could help him spread his message, and we came up with this idea.
 
If you join A4A before the end of 2011, A4A will donate $20 of your $60 2011 membership fee to Felzenberg’s financial literacy program. We’ll also license you to post an icon on your website saying you sponsor Bubble’s charity and linking to his site.
 
If you are interested, you can also bring Bubbles to your town to conduct his financial literacy class for children. For $1500 (plus travel expenses), Felzenberg will come to your community.
 
Felzenberg’s 75-minute show teaches three- to nine-year olds fundamental lessons about money. Bubbles.  It’s a great event for families. The kids get to see Bubbles financial literacy show, while you get to meet their parents and grandparents. To learn more about bringing Bubbles to your town, please email This email address is being protected from spambots. You need JavaScript enabled to view it.. (Incidentally, Bubbles has voluntarily submitted to a background check by the FBI and Maryland State Police.)
 
Advisors4Advisors is a website I started in August 2009 to share what I know about private wealth management. I also run Advisor Products, which makes websites, client portals, content, and marketing solutions for financial advisors. You can rely on A4A always to report what we believe is in your best interest. Our staff writers and 25 industry-expert bloggers offer advisors news and practice management ideas you won’t find elsewhere.
 
 
A4A's support of Buibbles The Clown shows how advisors can partner with good causes.  Let us know what you think.

 

This Website Is For Financial Professionals Only


User reviews

There are no user reviews for this listing.
Already have an account? or Create an account

A Strategically Focused CE Curriculum

With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

CE Since October 2008

A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
  • needs financial counseling skills
  • wants the Certified Financial Counselor™ designation 
  • is building a brand as a thought leader locally or in a niche
  • wants the facts when bad news breaks
  • wants CE aligned with a content marketing system
  • wants 24/7 access to CE on-demand
  • insists on objective evidenced-based tax and investment planning analysis

CFP CE Reviews

9.0
Average Attendee Rating
Poor Average Excellent
"Good stuff"
8.0
Average Attendee Rating
Poor Average Excellent
"Participant needs ready access to all hand out materials before/during the presentation merely by hitting a print button on their office computer. Never a separate fee or subscritpion !..."
5.0
Average Attendee Rating
Poor Average Excellent
"he constantly repeats himself, wasting at least 25% - 33% of entire time devoted to presentation, tell him to stop repeating every other sentence"
10
Average Attendee Rating
Poor Average Excellent
"good information, i don't prepare returns, but I stayed at a Holiday Inn Express and have my CPA license"
9.0
Average Attendee Rating
Poor Average Excellent
"Simple awesome"
7.0
Average Attendee Rating
Poor Average Excellent
"Not enough time to cover this complex topic. Also, it would have been more helpful if subject matter related to less affluent clients. "
MEMBER REVIEWS 
Lynn Najman, CFP®
I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

PeteDeacon-CPA-CFP

Pete Deacon, CPA, CFP®
A4A has had a profound effect on my business. Since 2009, I’ve relied on the consistent messaging and updates to run my business successfully. Being able to present the information from Bob, Fritz, and Craig's ongoing CE webinars has been a significant benefit.

fredericMayersen-phd-cfp

Fredric Mayerson, MBA, PhD, CFP®
I've been a financial professional and professor of finance for 35 years and find Fritz Meyer and Robert Keebler to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
Ron Roge, MS, CFP®
I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

John R. Day, CPA/PFS®

I’ve been a member since 2011 and never miss the monthly webinars with Fritz Meyer. I appreciate Fritz’s independent views on the economy and markets and Bob Keebler keeps me updated on excellent tax planning ideas. A4A is a great value!

NormanPolitzinerCFP

Norman Politziner, CFP

I wouldn't miss a Fritz Meyer webinar unless my pants were on fire. I've relied on Andrew Gluck's knowledge systems --client communications and CE -- for two decades. It's simply the best solution for tax, financial, investment, and risk-management professionals.®   

Dan Hawley, CFP® 

A4A, for over a decade, has been a great resource for useful and accurate information and CE. A4A and Advisor Products are bargains for an advisory practice. 

KevinBrosious-CFP-CPA-PFS

Kevin Brosious, MBA, CFP®, CPA/PFS®

I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific