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Very valuable! Gave me a much clearer understanding of standard deviation/risk/volatility as it relates to the mutual funds that I use for my clients.
10 |
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In a tax environment that is in flux, very valuable information.
10 |
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I always learn and remember what I kind of knew when I attend Fritz's presentation. Extremely valuable information in guiding my financial planning clients.
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This is only my 2nd time attending one of his webinar. This was excellent and very valuable. For my BD I would have to get compliance approval to...
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Very useful information, particularly given that there is so much uncertainty due to political unknowns.
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Very clear in explaining the major themes
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Clear and excellent as usual!
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Good information!...But a lot of it did not apply to my mostly middle income clientele.
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I got the bigger ideas but I think I am going to listen to it again because the charts comparing different tax law scenarios for Roth conversions got a...
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Good information. The individual features of the legislation were more relevant to my practice.
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Provided useful information on how to navigate the changes brought by the Secure Act.
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Provided useful information on how to navigate the changes brought by the Secure Act.
10 |
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I just rejoined A4A. Fritz's presentation excellent and very, very helpful...as usual!!!
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Definitely helped to increase my knowledge base about this subject.
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Very enlightening...as usual!
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Due to scheduling and travel, I have missed some of Fritz's recent webinars. That's unfortunate because I always get tremendous value from the information and analysis he provides.
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I always learn a lot from Fritz's webinars. I feel that he is very dedicated to his field and presents well thought out and researched information to those attending....
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It has been a while since I attended one of Fritz's webinar. It always impresses me on how he can make such dry material so interesting! His objective...
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Lot of valuable information, not enough time to cover the topics in depth.
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Excellent presentation and well organized ways of looking at the issues pertainent to retirement income planning.
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I always try my best to catch Fritz's webinars. They are excellent and very valuable to my knowledge base as an advisor.
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I try to attend Frtiz's webinar whenever possible. I find the information valuable and he has a way of making dry numbers and technical information understandable and interesting....
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I thought it was valuable to me as an advisor focusing on retirement income planning strategies.
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.