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Nice to have Craig as part of my investment research.
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Informative and to the point as usual.
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I learn something every time Craig presents.
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Great way to start the year with amazing content.
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Fritz always leaves me with great talking points. Going on 5:15 conference call new client.
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Nice overview. Reminded me to make sure college students and even young adults have power of attorney and heath directives.
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Very comprehensive. Cybersecurity is scary.
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Timely Information. Now that most everyone has filed their 2019 return it is time to review 2020 for Roth Conversions as well as returning RMDs. lots of great...
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Craig is always clear and concise.
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A great recap of last few months.
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Reminded me to subscribe to Craig's material.
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Fritz takes a complicated topic and makes it easier to communicate to clients. Always look forward to these sessions.
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Reassuring that we are giving advice to clients based on real data.
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Certainly highlights the importance of having Roth Conversion conversations with clients throughout year.
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Certainly highlights the importance of having Roth Conversion conversations with clients throughout year.
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Makes it easier to illustrate the benefit of diversification over long periods.
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Complicated area clearly presented.
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Reminds me of the value we bring to our clients by staying current.
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Perfect timing. Almost every client is asking about Roth conversions this time of year.
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
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