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I found this webinar one of the best I've attended. Very educational and informative
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This was one of the best A4A webinars I've watched. This is the kind of information we need to provide clients instead of the fear-based info so many advisors...
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During the Q & A, one of the advisors brought up the idea of changing the mindset of our clients to be like our grandparents regarding savings. Those "Depression...
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Craig always gives wonderful webinars.
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Even though I've seen the 7/12 presentation I like it during different times to bear out its' effectiveness
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Fritz has a way of making confusing economic information understandable. Thanks
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The graphs Craig showed were the most effective way I've ever seen to demonstrate the "moving parts" of retirement income planning.
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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.