10 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
Fritz's approach of reviewing the same parameters every month has helped me learn so much. It makes me more confident in explaining the market's moves to clients and gives...
10 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
It will be very useful for tax planning with clients, I especially appreciate the charts
10 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
provided a lot of good information for discussion with clients
10 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
The strategies that are most applicable to middle-class clients are of most interest to me, including tax-loss harvesting and Roth conversions.
10 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
it will be very helpful to me in advising my near-retirement and early retirement clients
10 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
it will be very helpful to me in advising my near-retirement and early retirement clients
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
Very interesting. I will have to give additional thought to how I might use it in conjunction with MoneyGuidePro for client conversations.
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
good info for client discussions
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
This is really helpful and gives me plenty of food for discussion with clients.
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
Since I don't work with trusts regularly, I would need to replay it to fully understand it, but I would occasionally have a use for some of the material....
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
Good heads up for what may be coming down the road. Most of my clients are not HNW but there was helpful info here too for people of more...
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
I appreciate economics webinars like this which help me in discussing expectations with clients, even though I mostly use index funds and a passive approach in my portfolios.
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
I can see using these charts mainly to help younger clients. Also, I'd love to hear more about how best to dial back risk exposure just before and just...
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
I really appreciate Craig's clear & simple explanations of this complex topic.
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
It was very useful for helping me pull together a lot of disparate economic data into a coherent whole I can use to talk to my clients about long-term planning....
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
Definitely provided some food for thought and further investigation.
4.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
I was happy to know that this resource is available.
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
I'll be looking for updates on this topic. I've been looking for ways to gauge optimal uses of SPIAs in combination w/ stocks and bonds, really happy to see...
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
-
4.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
I was glad to attend a webinar on compliance; I'd like to see this happen at least a couple times a year.
4.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
It was a huge amt of material in a short time. For me its main benefit is to point out topics to research further.
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
-
4.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
-
ok
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.