Advice

Do You Invest Based On An Accurate World View? Take The Test

A4A Alert On Pending IRA Payout Changes, As Keebler Declares Stretch IRAs Dead!

Life Settlements For Fiduciaries CE Course With Glenn Daily

Trust & Estate Tax Planning, 2019 Update, Zeroes In On Real Financial Professionals

Create Videos & Webinars With Keebler’s Real Estate Tax Planning CE Session

 

We're the right news and professional education solution for you if you’re a fiduciary who:

 

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  wants thought leadership when bad news breaks 

 

A4A courses, accredited by the CFP Board, IWI, and NASBA, power a special brand of independent financial advice. We also leverage the Web to benefit consumers as well as fiduciaries enrolled in our classes.

 

 

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