Improving Wealth Management For Consumers As Well As Professionals

Advisors committed to improving wealth management for Americans, are invited to view A4A member, Pete Deacon, CPA, CFP, a Des Moines, IA, take a deep dive into Craig Isralesen, Ph.D.'s, spreadsheets for retirement planning.

A4A member Pete Deacon, CPA, CFP, who earned 40 CE credit/hours on A4A in 2018, asks Craig great questions.

You’re a fly on the wall while they collaborate live in search of the best strategic investment management ideas for consumers! 

A4A is a news and professional education service for tax, financial and investment planning professionals.

This Website Is For Financial Professionals Only


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We're the right news and professional education solution for you if you’re a fiduciary who:

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

 

A4A courses, accredited by the CFP Board, IWI, and NASBA, power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.

 

 

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