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Very good, relevant session. Credible presenters for the topic.
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Excellent presentation on a great topic. Detailed in the areas that are key to know our clients better, and provides a good framework, I think, for surveying our clients'...
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Excellent presentation on portfolio tax efficiency. Please keep it up.
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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