10 |
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A lot went over my head, but enjoyed it nonetheless.
10 |
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too advanced for me, but probably not for others
8.0 |
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He often speaks above my head and addresses HNW issues, which don't apply to my clients, but I always learn something new.
10 |
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He often goes over my head, but that's more of a reflection on me than him. :-)
10 |
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He often goes over my head, but that's more of a reflection on me than him. :-)
3.0 |
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It was above my tax knowledge, and my clients aren't HNW, but it's interesting to hear how people game the system.
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
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-- is building a brand as a thought leader locally or in a niche
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-- wants 24/7 CE with objective financial, tax and investment planning news analysis
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