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Wow high level. At first I almost exitted but I held on and I think that I really did begin to understand what is going on with life settlements....
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Difficult topic in this political envrionment. Robert's chart on utility of matching ST and LT gains and losses was very helpful.
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Shouldn't the title have been: "FINRA Should BE the SRO for RIA's." This seemed too political for CFP credit.
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Next month could Fritz talk more about the Medicare/Medicaid problem. So far the Democratic initiatives are trying to attack the elephant of health care costs with little arrows. ...
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excellent synopsis of economic data
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Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.
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