11/14/08 4 PM EST | Program Id: 134040882 |
In this webinar, David Loeper, CEO of Financeware, warns advisors not to rely too heavily on Monte Carlo simulations and to tell clients always to expect that their financial plans will need to be updated.
In the second half of the session, Tom Connelly, CEO of Versant Capital Management, explains the Financial Crisis and warns of future risks.
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.
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