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I liked it, but didn't like the first 15 minutes where I was being "sold" - I pay a fee for education, not for 15 minutes of a sales pitch....
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Very helpful examples - I agree with him, you need to practice the math. I would love to see it in practice using actual tax forms.
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Always interesting
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One of the best
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I would like to dig into the settings of MS365 - I think there is so much there and I just need to figure out how to use it more....
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Always interesting information
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Good Detail and suggestions
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The learning objective was met, but I missed the last 10 minutes because it went so long.
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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.