7.0 |
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More examples in the presentation would be helpful.
10 |
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Fritz is always good. Very good presentation of the data.
10 |
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Fritz is always presenting interesting information.
9.0 |
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Good session and the things to think about.
10 |
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Fritz is always interesting.
10 |
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Very good and thought provoking.
10 |
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Fritz is always excellent.
9.0 |
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Good review and highlighting Covid-19 changes
10 |
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Teriffic update on the evolving PPP loan forgiveness.
10 |
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Very good comparisons to illustrate to clients.
8.0 |
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Good, but I always feel rushed with Bob's presentations. I think he tries to pack to much into 50 minutes in his need to deliver real value to the...
8.0 |
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Tried to present too much material in 50 minutes.
5.0 |
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Fritz is always good, but this was fabulous reinforcement that at recession is not on the horizon.
5.0 |
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Fritz is always providing useful data to support or debunk a position.
5.0 |
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nice review of 25 year rolling period returns
5.0 |
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Good review of they types of trusts and when to use them.
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.