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Nice update, thanks for the clarifications on questions!
10 |
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Good stuff from Craig, sequence risk is very misunderstood by investors
10 |
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Craig always provides great info! Thanks
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Very Informative, actual planning examples preferred versus discussion.
10 |
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Need more time for Fritz's material
10 |
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Craig provides great info that can be easily shared with clients in an easy understandable format.
10 |
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Excellent Tax Info, enjoyed the current view
10 |
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As always Fritz provides clear, current facts that is beneficial to both advisors and clients.
10 |
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Great info but maybe a bit more time needed to discuss
10 |
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Good info as Always Thanks!
10 |
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Cold not hear the last 15 minutes, the slides froze
10 |
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Always great info from Fritz!
10 |
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As always good info, maybe if we start a bit earlier it would allow for questions.
10 |
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Good but needed more time for facts and questions
10 |
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Great material, enjoying using the Updated 35 Lifestyles software. Thanks!
10 |
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Great presentation! The Updated software is easy to use with clients. Thanks!
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Great review of Updated Software, Thanks!
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.