10 |
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Excellent presentation
9.0 |
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Excellent review of tax planning for 2021
10 |
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Excellent presentation
10 |
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Excellent presentation
10 |
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Excellent over view of SECURE Act action items
5.0 |
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Excellent presentation!
5.0 |
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Excellent overview of the economy and market
5.0 |
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Nice resource for clients with insurance policies who no longer have a need.
5.0 |
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Excellent overview of market and economy
5.0 |
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Excellent overview of tax planning ideas.
5.0 |
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Excellent overview of the economy and market
5.0 |
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Excellent overview of pass through rules
5.0 |
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Excellent overview of the market and economy.
5.0 |
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Excellent update
5.0 |
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Excellent economic and market review
4.0 |
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Good overall review.
5.0 |
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Excellent review of the current economic and market environment
5.0 |
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Excellent overview
4.0 |
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Good overview of asset protection trusts.
5.0 |
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Excellent presentation on estate planning strategies
5.0 |
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Excellent overview of will and trust information
5.0 |
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Excellent over view of IRA and Roth IRAs
4.0 |
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Excellent review of an RMD withdrawal approach
4.0 |
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Good webinar!
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.