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Extremely timely & comprehensive!
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very helpful - planning to view replay!
10 |
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Lots of helpful reminders and the case studies are very relevant. Dr. Frank explains the concepts well and it's definitely helpful to have reinforcement!
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Frank Murtha explains the concepts well!
9.0 |
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interesting to learn the 20 yr avg annual returns of the asset classes
10 |
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very interesting concepts
10 |
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really enjoying these classes! Love the story about Frank's Dad!
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Am really enjoying this series. It's so much about having emotional intelligense and showing care & concern for clients!
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Excellent webinar - very informative!
7.0 |
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RMDs only apply to retirement accounts - it's confusing to use that term for taxable distributions which are NOT required!
10 |
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very timely & comprehensive
Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.
-- CFP®, CPA, CPA/PFS, CIMA®, CFA® continuing education credit live or on-demand
-- Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha
-- CE badges
-- Classes added when S&P 500 corrects 10% and in times of crisis
-- CE aligned with FINRA-reviewed content from Advisor Products
-- earn and maintain Certified Financial Counselor™ certificate