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Too bad about the poor audio which detracted from Fritz' strong analysis.
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Useful emphasis on what is appropriate for CFPs vs. CPAs. More info on specific case study strategies would be useful, perhaps in a different format.
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A bit of a rehash of previous similar presentations. Bob is always good but could use some new material.
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Bob moves a little too fast on some complicated subjects, no doubt because he knows it so well and because he has presented it a thousand times. Maybe a few...
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Excellent as usual. Maybe a little repetitive, however?
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Informative but not particularly polished. However, informative is better than polished!
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Maybe a little more focus on those in less than the TOP couple of tax brackets. Tax planning benefits those folks as well, and many of our clients are middle-income....
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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.