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Well, that was interesting! Quite a change from Bob Keebler, to be sure. Very entertaining, and especially so for those interesting in lifestyles of the rich and famous. I don't know how much I learned about estate planning, other than the standard anecdotal messages concerning failed planning, oversights and other stories of dread which arise from good old negligence. A very intelligent woman of apparently high pedigree. And listening to a lawyer is always enlightening in one way or another.
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very entertaining stories but it would have been better to have some structure around the key lessons and a list of issues or something that would enable you to better serve your clients moving forward.
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Unique and interesting!
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interesting but not useful
A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.