Commenter On Retirement Income Planning Session: “This Webinar Allowed Me To Begin Outlining A Method Of Addressing My Client's Question Directly”

Being able to model different Social Security start-dates for two spouses, for example, is easy. Plus you can add bond ladders to portfolios and make what-ifs based with start dates for annuitizing an income stream in forecasts.

 

 

Look at the variation in comments from attendees and the valuable feedback. Manish received an overall rating of 4.2 out of five, and the following comments: 

  • Very informative and will help my business
  • Good, hard to digest with so much info, but very helpful
  • Definitely worth my time.  We use a different social security software so it was good to see the differences in what this offers.
  • Good.  Stuff .  Retirement income generation is a area that cannot be talked about too much.  I'm always willing to listen to new ideas.
  • The topic was very relevant but I found it a little difficult to keep up with the pace of information.
  • Not too helpful for my practice
  • Great software and really gets at the income needs of retirees in a practical way!
  • Powerful tool, but out of the reach of many small advisors
  • Very good. Great product
  • This was more of a sales pitch than I was prepared for.
  • Very good.
  • Good. Actually MGP does some of this. But not quite as well.
  • I thought it was valuable to me as an advisor focusing on retirement income planning strategies.
  • Fairly complex issues that apparently can now be more analyzed more rationally for our clients  to produce better client recommendations. Interesting + useful.
  • The software fills a gap that is really needed in this time when many people are retiring and don't have pensions.
  • Nice piece of software, but not sure if it gives you the ability to drill down in reports to see how results were arrived at.
  • Well worth the time spend to watch this presentation.
  • This was an excellent webinar. It was well-organized and very informative in terms of showing advisors the tools available to make and understand social security election decisions on behalf of clients. I received a call from a client earlier in the day, higher-net worth type, and he posed this exact question to me, as he had just turned 66 last month. This webinar allowed me to begin outlining a method of addressing my client's question directly, and gave me some superlative talking points to utilize now.

 

This Website Is For Financial Professionals Only


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
MEMBER REVIEWS 
William Desormeau, Jr.  
It is not possible for me to overstate the cumulative value that Craig, Bob and Fritz have added for over 10 years to my investment advisory practice, as well as for personal and family financial planning. A4A gets my highest recommendation
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