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Good focus on specific issues for CFP's. Avoided too much technical jargon that only CPA's care about.
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very informative. Have to be careful not to make it a product promotion but speaker handles that very well.
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Good to see multiple time periods: 44 years, 15 years, 10 years to support the conclusions.
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Could not see Andy's presentation at the beginning. Audio presentation was breaking up a lot and had static. I don't think it was my computer, I have not had...
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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.