Reviews written by drscll

13 results - showing 1 - 13  
 
 
Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
Webinars
drsclldrscll   March 08, 2012
(Updated: March 08, 2012)
Rating 
 
4.0

-

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Monthly Economic Update And Investment Outlook From Fritz Meyer For February 2012
Webinars
drsclldrscll   February 13, 2012
(Updated: February 13, 2012)
Rating 
 
4.0

very good info.

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Assessing Major Risks To Retirement Plans
Webinars
drsclldrscll   February 09, 2012
(Updated: February 09, 2012)
Rating 
 
4.0

Very thought-provoking.

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Modern Portfolio Theory Is Alive And Well And Here's How To Use It Right Now
Webinars
drsclldrscll   February 17, 2011
(Updated: February 17, 2011)
Rating 
 
4.0

Good info.

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Helping Business Owners Plan Their Exit Strategy
Webinars
drsclldrscll   February 03, 2011
(Updated: February 03, 2011)
Rating 
 
3.0

-

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The Death Of Buy & Hold Has Been Greatly Exaggerated
Webinars
drsclldrscll   January 06, 2011
(Updated: January 06, 2011)
Rating 
 
4.0

Interesting.

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2011 Compliance Planning
Webinars
drsclldrscll   December 16, 2010
(Updated: December 16, 2010)
Rating 
 
4.0

-

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Transform Your 401(k) Advice Business
Webinars
drsclldrscll   December 09, 2010
(Updated: December 09, 2010)
Rating 
 
3.0

You REALLY need to end these things on time.

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State Securities Chiefs Speak About RIA Regulatory Overhaul
Webinars
drsclldrscll   December 02, 2010
(Updated: December 02, 2010)
Rating 
 
4.0

-

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Art And Collectibles Planning
Webinars
drsclldrscll   November 04, 2010
(Updated: November 04, 2010)
Rating 
 
3.0

Pretty good--but too long.

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A New Approach To Estate Planning
Webinars
drsclldrscll   October 28, 2010
(Updated: October 28, 2010)
Rating 
 
4.0

Very thought-provoking.

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Sin Stocks Are A Blessing In A Difficult Market
Webinars
drsclldrscll   September 08, 2010
(Updated: September 08, 2010)
Rating 
 
4.0

-

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13 results - showing 1 - 13  
 
 

 

We're the right news and professional education solution for you if you’re a fiduciary who:

 

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  wants thought leadership when bad news breaks 

 

A4A courses, accredited by the CFP Board, IWI, and NASBA, power a special brand of independent financial advice. We also leverage the Web to benefit consumers as well as fiduciaries enrolled in our classes.

 

 

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