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timely; would always be nice to a slide or two with examples to see how the math plays out
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Understand what you are trying to do here, but wish it would have been prefaced on signing up that this is Craig's software.
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I wish the webinars would start closer to on time. It seems like they start at least a few minutes late, if not more, more often than not. ...
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Very good. The examples are very helpful.
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Wow! Great update, just hours after the proposal hit the wires.
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Good overview of what we need to be on the lookout for.
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.