Whether you sell advice as a financial planner, wealth manager, or family office professional, you arguably owe a duty to advise clients on taxation as well as investments. This year, with the election results likely to be delayed, clients are likely to have six weeks or less to act on family inheritance decisions requiring legal as well as financial counsel. Writing trust documents, creating S corps, and other legal actions will be required after modelling a range of after-tax income and estate projections. You don’t need to be a political expert to know that, with Flor

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Fritz Meyer's Presentations Fritz Meyer’s presentations consist of about 50 charts and tables monthly. The transcribed PowerPoint slides from Fritz Meyer's CE/CPE webinars on A4A explain the latest financial economic data driving corporate earnings and can be branded with your logo.     Before Fritz began teaching monthly on A4A in April 2011, he was senior strategist at one of the world largest investment companies for over a decade. Fritz’s CE/CPE webinars every month for over a decade averaged more than 4.7-stars (out of five).