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.