5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
3.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
To much research references. Could have gotten his point across with 4-5 pages of references. Other than that good presentation
3.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
Unfortunately, I didn't learn anything new or useful. The first 50 minutes was a waste of time for me personally. The software is very limited in what it can do.
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
Some of the material presented is already out in the advisory community quite broadly, so this was more of a review of Bergen, Pfau and Kitces studies and views. I appreciate the fact that the Monte Carlo simulation uses 5,000 possible outcomes as opposed to the 250 or so that some of the custodians use, but once again, if you're not a fan of Monte Carlo to begin with, it's more of the same. Some of the citations of studies and quotes were informative.
Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.
-- CFP®, CPA, CPA/PFS, CIMA®, CFA® continuing education credit live or on-demand
-- Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha
-- CE badges
-- Classes added when S&P 500 corrects 10% and in times of crisis
-- CE aligned with FINRA-reviewed content from Advisor Products
-- earn and maintain Certified Financial Counselor™ certificate