Advice
Do You Invest Based On An Accurate World View? Take The Test
- Details Category: Advice
Written by Andrew Gluck
Created: June, 14 2019
As a fiduciary, it’s important for you to be aware of your own biases and gaps in your knowledge. This class takes you on a humbling journey into trends that will drive long-term financial economic fundamentals over the next two decades. Drawing on the work of a Swedish physician, academic, statistician, and public speaker, the late Hans Rosling, Craig in this class, shows why you’re wrong about the world and why things may actually be better than you think.
Following along with Craig Israelsen, Ph.D., replaying this class enables a self test determining if you view of the world is al
A4A Alert On Pending IRA Payout Changes, As Keebler Declares Stretch IRAs Dead!
- Details Category: Advice
Written by Andrew Gluck
Created: May, 23 2019
A4A is a new kind of journalism. To prove it, take a look at how news judgment played into today’s session about changes to IRA rules.
Bob Keebler, leading educator of accounting and legal professionals for three decades, sent A4A editors the invitation text displayed below on the left. (See a larger version of that image by clicking on it.) On the right, the edited version reflects the urgency and import to the subject line, headline, and text. This is key in modern communication. Victims to be hardest it financially by the new tax likely to be signed by the end of 2019, are identi
Life Settlements For Fiduciaries CE Course With Glenn Daily
- Details Category: Advice
Written by Andrew Gluck
Created: April, 30 2019
Life settlements can be a solution to financial challenges your clients face but they’re illiquid, opaque, complex and sold by unscrupulous advisors who get away with charging exorbitant fees and rip off consumers when they're most vulnerable. It’s an important topic for financial fiduciaries.
REPLAY
While you can find CE courses from insurance product providers, financial planning and investment fiduciaries will not find a class about life-settlements with this kind of authoritative mathematical analysis anywhere else.
1 CPA CPE credit for the live session
1 credit 24/7 f
Trust & Estate Tax Planning, 2019 Update, Zeroes In On Real Financial Professionals
- Details Category: Advice
Written by Andrew Gluck
Created: April, 12 2019
Bob Keebler has been educating CPAs for decades about taxation of individuals. Having ghost-written a personal finance column that ran in 2,000 weekly and daily newspapers for the American Institute of CPAs from October 1983 to March 1986, I was privileged to get to know many the best CPAs in the country specializing in personal financial planning before I turned 30.
Bob follows tax geniuses like Sidney Kess, a legendary professional educator since the 1960s, who reportedly is still teaching! Thought leaders with a gift like theirs emerge once in a generation, savants at tax and financial plan
Create Videos & Webinars With Keebler’s Real Estate Tax Planning CE Session
- Details Category: Advice
Written by Andrew Gluck
Created: February, 24 2019
Tax Saving Strategies for Rental Real Estate Owners, a 1-credit continuing education class taught by Robert Keebler, CPA/PFS, received rave reviews from CFPs, CPAs, CIMAs and other advisors who attended the live session, which was eligible for CPA CPE. (See reviews below.) A4A members receive free unlimited CE with a $10 a month membership for our news feed for financial professionals.
Unlimited free CE for CFP, CPA, CIMA and other professionals is only one of the ways Advisors4Advisors is disrupting continuing education for financial planners.
A4A also enables professionals to leverage