Tax Fairness: Just The Facts
Fritz presents his analysis of President Biden’s tax plan at today’s CE class live at 4 EST today. It will be available for replay within a few hours of the live CPE-credit eligible class.

Fritz dissects the numbers behind this hot potato issue. This video summarized his findings and enabled the “we report, you decide” approach to this video that will be FINRA-reviewed and used on advisor websites, blogs and on our platform.
Tax Fairness: Just The Facts
Fritz presents his analysis of President Biden’s tax plan at today’s CE class live at 4 EST today. It will be available for replay within a few hours of the live CPE-credit eligible class.

Fritz dissects the numbers behind this hot potato issue. This video summarized his findings and enabled the “we report, you decide” approach to this video that will be FINRA-reviewed and used on advisor websites, blogs and on our platform.
This week’s video breaks traditional rules of financial advisor marketing. It is long, detailed, and delivers bad news. Why are we breaking the rules to reach out to them? Because traditional financial services marketing is not what tax, financial and investment planning professionals need. The wealthy really are different. To fulfill your role as a fiduciary, you need to communicate facts and present content wealthy people can’t find from other advisors in your locale

Advisor Vs. Client Content: What's The Difference?
2021 - 2022 CFP Board Ethics Class
Since 2008, CFP®, CIMA®, CPA, and CFA® fiduciaries have trusted Advisors4Advisors for a new kind of professional knowledge solution: CE-accredited news about strategic tax, investment, and financial planning for advisors who build core portfolios using low-expense indexes and ETFs. A4A provides what you need to know to practice ethically. The newly released 2021 CFP Board ethics class and exam is now available at a discount to A4A members of 50%.
About A4A's Low-Expense Investing Course By Craig Israelsen
This month's class marks the start of the 13th year of Craig Israelsen's class on A4A. Here's a long-overdue update on the strategic learning objective of this professional education course.

Craig also shares his recently published article in AAII Journal about asset allocation's impact on retirement investing.
Take The RIA Compliance Challenge -- Results Are Private
Score your compliance with RIA regulatory requirements and learn about the areas of compliance where deficiencies are most often cited by regulators. Score yourself privately in each area and get a list of areas where you need to follow up and take action.