CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Ashford Investment Advisors

Ashford Investment Advisors

Providing fiduciary advisory services to employer-sponsored retirement savings plans.

  • Financial Services
  • 2-10 employees
  • Daytona Beach, Florida
  • 1.6k
  • 386-523-9500

Ashford Investment Advisors is a Registered Investment Advisor (RIA) based in Daytona Beach, Florida. We are proud to offer our services as a 3(38) Investment Manager. Our unique service model combines the plan governance components of a named fiduciary with the risk transfer benefit of a 3(38) Investment Manager. Visit our website at AshfordPlanReview.com to sign up for our monthly newsletter and learn more about PlanAssure, our exclusive 12-point plan governance process.

  • Investment Management
  • Personal Financial Planning
  • Retirement Plans
  • fiduciary advisor

4.4

(62)
56%
34%
6%
2%
2%

LP

enjoyed this tremendously!

VF

It was a good class.

JH

Very informational presentation on Retirement plan governance.

JP

This was a really good informative webinar.

PK

Great webinar!

AB

Excellent

RR

.

NP

The content was informative and helpful.

JH

Excellent

MZ

greatly appreciate this webinar

MB

good basic summary

JB

good webinar

HN

myCPE is great

HN

myCPE is great

MZ

great webinar

MB

good!

AB

Very good and timely as we just implemented a retirement plan

MB

good

RS

Very effective presentation which flowed in an easily followed progression.

HN

myCPE is great

AJ

This was totally new to me. I have gained knowledge Retirement plan governance. Thank you My CPE

EA

Great

JS

very informative class

SO

Great presentation. It is well organized and knowledgeable. It's so catchy and interesting. Thank you

NS

Knowledgeable instructor that made it easy to understand a topic I didn't know that well

KV

Good information

HM

Testing Purpose

RM

It was interesting. It went by quick and I learned a lot.

CT

great!

JP

Great

AG

Very good information on fiduciary responsibility.

RV

VERY GOOD

KL

Overall experience was great the allotted time was reasonable and the materials presented are relevant to my job responsibilities.

KL

Overall experience was great the allotted time was reasonable and the materials presented are relevant to my job responsibilities.

MB

The webinar was very informative and easy to follow along with.

JP

Great presenter

JT

The webinar worked fine, but the material was pretty dry.

AJ

N/A

NW

Good information

MS

The information was good, but the presentation was a little dry

NT

great information

HL

This course is great!

AK

It’s informative and great webinar

JH

Good presentation. This may be useful at a later time.

MP

The content was relevant for EBP audits but the presenter sounded like they were reading off a script or had memorized the presentation.

LL

the instructor was great. she spoke at a good pace and made the lecture easy to understand

TW

This was good to know. I don't deal with anything near this large, but knowledge is power and you never know when it will become 100% useful. Very interesting that she has a 7 part series on all this. Shows that it it Really Complicated!

NR

The presenter was excellent and very easy to understand the points she was making

RK

nothing

DG

It seemed like the speaker was reading the presentation.

AS

Great one hour CPE that was relevant to my current duties.

SJ

Great starting points for retirement plan audits.

SJ

Great starting points for retirement plan audits.

BO

Excellent

AG

Informative well put together presentation

RC

None

KK

This is not a topic I am familiar with---mainly from the employee receiving the information stage. It was interesting to see the employer side of retirement plans.

PC

The instructor seemed liked a knowledgeable person, but she wasn't very interesting to listen to. She also did not give examples or share stories that could help me visualize the issues.

DW

It was a good webinar. Overall, I learned a lot!

TP

The lack of ability to have questions answered or responded to is dissapointing.

DV

The course was taught clearly, but most of it felt like it was read off of a script so that made it difficult to follow.

BC

The material was well organized and clearly understood

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