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Excellent presenter. So much information was presented, it was difficult to absorb it all.
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There was too much information to really absorb it all.
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OK, it would be better if it started on time and ended on time
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Too much info too fast. Hard to absorb
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Too much to absorb. We didn't need the basics about standard financial information. If we have more from this gentlemen, let's just hear about the behavioral part....
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Good Information and recommendations
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Excellent information
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Gideon Roschild's presentation was excellent. Robert Keebler was not a presenter, so I did not answer your second question or the next one.
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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.