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Some very helpful "tips and tricks," as advertised, but replay will be essential given the speed with which Jim covered the material.
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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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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
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