Reviews written by sophitl269

33 results - showing 1 - 25

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Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012 (Event)

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Excellent, as always. Lots to digest.

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5.0

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Reviewed by sophitl269
September 11, 2012

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Last updated: September 11, 2012

Understanding The 3.8% Excise Tax (Event)

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Great to see the examples. They clarify the confusing part of the requirements.

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5.0

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Reviewed by sophitl269
August 03, 2012

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Last updated: August 03, 2012

How An RIA Garnered $110 Million AUM In Two Years Using Mindmaps (Event)

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4.0

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Reviewed by sophitl269
July 27, 2012

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Last updated: July 27, 2012

How Can Fiduciaries Protect Clients From Overpaying For Life Insurance? (Event)

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Good info. Would be nice to see a sample report, though I understand that he's probably doesn't want to be promoting his business per se.

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4.0

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Reviewed by sophitl269
July 13, 2012

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Last updated: July 13, 2012

How Can Fiduciaries Protect Clients From Overpaying For Life Insurance? (Event)

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Good info. Would be nice to see a sample report, though I understand that he's probably doesn't want to be promoting his business per se.

Rating:

4.0

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Reviewed by sophitl269
July 13, 2012

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Last updated: July 13, 2012

Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update (Event)

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Excellent as usual. Will be good to repeat and/or udpate the info. There're lots to digest.

Rating:

5.0

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Reviewed by sophitl269
July 06, 2012

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Last updated: July 06, 2012

Tax Strategies For Business Owners (Event)

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Excellent as usual.

Rating:

5.0

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Reviewed by sophitl269
June 22, 2012

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Last updated: June 22, 2012

The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios (Event)

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Really great!

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5.0

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Reviewed by sophitl269
May 18, 2012

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Last updated: May 18, 2012

Taxation Of Securities Transactions (Event)

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Super!

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5.0

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Reviewed by sophitl269
May 11, 2012

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Last updated: May 11, 2012

Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012 (Event)

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Rating:

5.0

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Reviewed by sophitl269
May 08, 2012

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Last updated: May 08, 2012

How Do Financial Advisors Compete In A World In Which Megatrends Can Make Your Head Explode? (Event)

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Refreshing - even though I don't agree with all the conclusions, but that's part of good, stimulating, educational discourse. We do need to look at these scenarios as part of our practices.

Rating:

5.0

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Reviewed by sophitl269
May 04, 2012

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Last updated: May 04, 2012

Practical Tips For RIAs To Move To The Cloud Compliantly (Event)

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Great. More of this theme will be good.

Rating:

5.0

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Reviewed by sophitl269
April 20, 2012

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Last updated: April 20, 2012

Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options (Event)

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Excellent as always. Wish that we have more time and more examples on some of the items discussed.

Rating:

5.0

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Reviewed by sophitl269
April 13, 2012

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Last updated: April 13, 2012

Cloud Computing For RIAs: Compliance Tips And Practical Considerations When Moving Client Records (Event)

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Great. More of this theme will be good.

Rating:

5.0

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Reviewed by sophitl269
March 30, 2012

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Last updated: March 30, 2012

Gresham's Model For A Healthy Relationship With Money (Event)

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5.0

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Reviewed by sophitl269
March 23, 2012

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Last updated: March 23, 2012

Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012 (Event)

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Rating:

5.0

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Reviewed by sophitl269
March 13, 2012

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Last updated: March 13, 2012

Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals (Event)

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Excellent, as always. Bob went through some parts very fast.

Rating:

5.0

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Reviewed by sophitl269
March 09, 2012

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Last updated: March 09, 2012

Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth (Event)

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Love controversial topics! Glad to have someone like him confirm what we've been seeing. Still need more concrete solutions to deal with this investment dilemma though.

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5.0

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Reviewed by sophitl269
February 17, 2012

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Last updated: February 17, 2012

Monthly Economic Update And Investment Outlook From Fritz Meyer For February 2012 (Event)

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Excellent as always!

Rating:

5.0

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Reviewed by sophitl269
February 14, 2012

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Last updated: February 14, 2012

Assessing Major Risks To Retirement Plans (Event)

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It's good. the tech glitch was not too terrible.

Rating:

4.0

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Reviewed by sophitl269
February 10, 2012

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Last updated: February 10, 2012

Income & Estate Tax Strategies For The Year (Event)

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Great. Some topics were covered way fast though. Might have been good to split this into 2 or 3 sessions.

Rating:

5.0

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Reviewed by sophitl269
February 03, 2012

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Last updated: February 03, 2012

Life Settlements: Understanding The Process, Avoiding The Pitfalls (Event)

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Excellent topic on really, really hard-to-find info.

Rating:

5.0

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Reviewed by sophitl269
January 20, 2012

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Last updated: January 20, 2012

The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now (Event)

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Good. Thanks.

Rating:

4.0

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Reviewed by sophitl269
January 13, 2012

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Last updated: January 13, 2012

2012 Compliance Priorities For RIAs (Event)

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Very good. Interesting view on the electronic delivery of ADVs, which is in contrast to other presenters. Good question about what and how they charge. Would be nice to know if they charge by the hour or by service package.

Rating:

4.0

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