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I really liked the review of basics slides and hope to see more of those in each session in the future. This is complicated stuff and the refreshers really help....
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Fritz is a breath of fresh air in today's environment fact-based analysis without trying to drive to a narrative. A lot of information packed into a short time, so...
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Idea for future session (or mini interview): how to assess the tax impact of foreign equity, and how that might affect portfolio allocation to US v. foreign equity. ...
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Always appreciative of Fritz giving us rational, data-driven perspectives to counterbalance all the noise.
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Excellent, would like to see more compliance webinars woven into the calendar periodically.
Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.
-- CFP®, CPA, CPA/PFS, CIMA®, CFA® continuing education credit live or on-demand
-- Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha
-- CE badges
-- Classes added when S&P 500 corrects 10% and in times of crisis
-- CE aligned with FINRA-reviewed content from Advisor Products
-- earn and maintain Certified Financial Counselor™ certificate