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Useful info!
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Very informative and thought-provoking
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Interesting concepts.
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Interesting, although more relevant for those working with very wealthy clients.
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Great info! Wish I could get a copy of his slides!
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Very informative!
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Good info!
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Very well done!
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A LOT of info was provided in a relatively short period of time Very good presentation.
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It was well done considering the amount of "facts and figures" it entailed.
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.