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Very good information. Not sure if presenting the technical details to clients is helpful. Knowing what the historical results say definitely is. and having the information is available. Also, might...
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Great information and analysis.
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Great summary of these rules and issues.
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Very interesting data. I am wondering what the key takeaways are according to Craig? To me I think the key data was at the end where the different portfolios are...
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Great information and thought provoking for good planning.
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Great information as usual. Really helps keep things in perspective vs. what we hear in the news every day.
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Great summary of trust taxation.
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I understand that Fritz has gotten a lot of heat for going over on time. However, it seems sticking to one hour is pretty difficult without leaving out important information....
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Great information. I always feel optimistic after hearing Fritz's presentations. I do sometimes wonder if he would ever be pessimistic and if it would be in time to do something...
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Great information as always.
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as usual, great information. I feel like it really helps me to know what the true economic numbers are doing rather than handpicked tidbits in the media.
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Very good information. I would very much like to see this information on an ongoing basis.
They have a free download of the program for trial purposes from their website.
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great presentation, loved the slides, very interesting
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I enjoyed it. Not ready yet, but gave me a taste for what to look for. I would have like to have seen more screenshots of how they work and...
I have been using the program for 5 years now. It is a quality program that will make your reporting look professional with color reports with graphs and pie charts....
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.