Reviews written by lsmith

12 results - showing 1 - 12 Results per page:
 
Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update (Event)
 

0 of 0 people found the following review helpful
Thank you.gave overview of what to look for will need more study. Thanks for content!
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 5.0
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lsmith Reviewed by lsmith
July 06, 2012

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Last updated: July 06, 2012
 
Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals (Event)
 

0 of 0 people found the following review helpful
Absolutely the best and most practical A4A seminar I have attended.
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 5.0
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lsmith Reviewed by lsmith
March 09, 2012

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Last updated: March 09, 2012
 
Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals (Event)
 

0 of 0 people found the following review helpful
Absolutely the best and most practical A4A seminar I have attended.
Rating:
 
 5.0
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lsmith Reviewed by lsmith
March 09, 2012

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Last updated: March 09, 2012
 
Awareness, Stickiness And Leads: How RIAs Can Use Social Media Compliantly (Event)
 

0 of 0 people found the following review helpful
Excellent- Very informative. A little scary
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 5.0
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lsmith Reviewed by lsmith
February 24, 2012

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Last updated: February 24, 2012
 
Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth (Event)
 

0 of 0 people found the following review helpful
It seemed basic, but I did appreciate the three factors relating to the discussion on why the investment landscape is changing.
Rating:
 
 3.0
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lsmith Reviewed by lsmith
February 17, 2012

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Last updated: February 17, 2012
 
Assessing Major Risks To Retirement Plans (Event)
 

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Very Clear, well timed
Rating:
 
 5.0
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lsmith Reviewed by lsmith
February 10, 2012

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Last updated: February 10, 2012
 
August 2011 Economy Update From Fritz Meyer (Event)
 

0 of 0 people found the following review helpful
Pretty good. The more I hear Fritz, the more I understand. There is just so much information, I find it hard to absorb it all for that length of time.
Rating:
 
 4.0
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lsmith Reviewed by lsmith
August 09, 2011

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Last updated: August 09, 2011
 
Preparing For The Worst: Managing Your Clients In A Bear Market (Event)
 

0 of 0 people found the following review helpful
Excellent- Very informative. A little scary
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 5.0
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lsmith Reviewed by lsmith
July 17, 2009

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Last updated: July 17, 2009
 
12 results - showing 1 - 12
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