10 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
Good presentation today, lots of review and further analysis of PEG ratios, etc. It was helpful to hear Fritz discuss his preferences for handling a "windfall" at this juncture in the market cycle. I concur that putting a large sum of money in at ANY time, to say nothing of an all-time market high, can be challenging when a client turns around and asks why they are suddenly down 5% or 10% or whatever. Prudence dictates that some for of averaging into the market is beneficial psychologically if not in realty
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