9.0 |
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I may consider a product demo
10 |
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Keebler never disappoints, great stuff
5.0 |
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Great timely info. Would love copy of slides.
5.0 |
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Great as usual. Would definitely love to see session on NUA.
5.0 |
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Keebler always top notch
5.0 |
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great
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Very informative, timely and great delivery.
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5.0 |
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A bit too technical for me, but good stuff
4.0 |
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5.0 |
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Excellent and timely
5.0 |
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5.0 |
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sobering reality check on withdrawal rates...I'm depressed now
5.0 |
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great as always
5.0 |
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5.0 |
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4.0 |
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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.