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Really informative & putting a unique twist on decumulation strategies
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Great. It will give me more confidence when talking clients through tough performance periods
8.0 |
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Good heads up, but hard to implement strategies when outcome of election is unknown. I'm keeping fingers crossed for continued current tax environment.
10 |
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Very useful and meaningful presentation
10 |
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one of the best demonstrations
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.