Reviews written by Bernardj31

70 results - showing 26 - 50  
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RMDs And Retirement Portfolio Survival, Part Two
Webinars
Bernardj31Bernardj31   March 15, 2017
(Updated: March 15, 2017)
4.0
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Very good session! BJ

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Fritz Meyer Economic Update, March 2017
Webinars
Bernardj31Bernardj31   March 13, 2017
(Updated: March 13, 2017)
5.0
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2017 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
Bernardj31Bernardj31   February 23, 2017
(Updated: February 23, 2017)
5.0
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Fritz Meyer Economic Update, February 2017
Webinars
Bernardj31Bernardj31   February 13, 2017
(Updated: February 13, 2017)
5.0
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great

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Fritz Meyer Economic And Investment Update, May 2016
Webinars
Bernardj31Bernardj31   May 09, 2016
(Updated: May 09, 2016)
5.0
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Excellent

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Fritz Meyer Economic And Investment Update, February 2016
Webinars
Bernardj31Bernardj31   February 08, 2016
(Updated: February 08, 2016)
4.0
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EXCELLENT AS ALWAYS.

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2016 Global Market Outlook With Russell Investments
Webinars
Bernardj31Bernardj31   January 21, 2016
(Updated: January 21, 2016)
4.0
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Tax-Aware Investing: Best Practices For IA Reps
Webinars
Bernardj31Bernardj31   October 28, 2015
(Updated: October 28, 2015)
5.0
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Bob is the best

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Fritz Meyer Economic And Investment Update, August 2015
Webinars
Bernardj31Bernardj31   August 10, 2015
(Updated: August 10, 2015)
4.0
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What Financial Advisors Must Know About Retirement Income Tax Planning
Webinars
Bernardj31Bernardj31   June 25, 2015
(Updated: June 25, 2015)
5.0
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always the best!

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Fritz Meyer Economic And Investment Update, May 2015
Webinars
Bernardj31Bernardj31   May 11, 2015
(Updated: May 11, 2015)
5.0
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A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)
Webinars
Bernardj31Bernardj31   January 22, 2015
(Updated: January 22, 2015)
4.0
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BOB IS THE BEST

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Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits
Webinars
Bernardj31Bernardj31   January 12, 2015
(Updated: January 12, 2015)
5.0
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excellent as always!

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Fritz Meyer Economic And Investment Update, November 2014
Webinars
Bernardj31Bernardj31   November 10, 2014
(Updated: November 10, 2014)
5.0
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AS ALWAYS - GREAT!

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Fritz Meyer, Live From IMPACT In Denver, Reviews Bernanke's Speech And Investment Sessions
Webinars
Bernardj31Bernardj31   November 06, 2014
(Updated: November 06, 2014)
5.0
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The best yet from Fritz.

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Fritz Meyer Economic And Investment Update, August 2014
Webinars
Bernardj31Bernardj31   August 11, 2014
(Updated: August 11, 2014)
5.0
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-

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Fritz Meyer's Third Quarter Roundup On Economics And Investments -- Two CE Credits
Webinars
Bernardj31Bernardj31   July 07, 2014
(Updated: July 07, 2014)
5.0
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The Problem Of Chasing Performance
Webinars
Bernardj31Bernardj31   November 21, 2013
(Updated: November 21, 2013)
4.0
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-

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Year-End Tax Planning Strategies
Webinars
Bernardj31Bernardj31   August 15, 2013
(Updated: August 15, 2013)
4.0
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-

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Fritz Meyer Economic And Investment Update, August 2013
Webinars
Bernardj31Bernardj31   August 12, 2013
(Updated: August 12, 2013)
5.0
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-

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Attributes Of Major Asset Classes And Associated Behavioral Finance Issues
Webinars
Bernardj31Bernardj31   July 18, 2013
(Updated: July 18, 2013)
3.0
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-

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Fritz Meyer Economic & Investment Update, July 2013
Webinars
Bernardj31Bernardj31   July 08, 2013
(Updated: July 08, 2013)
5.0
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-

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Fritz Meyer Economic & Investment Update, June 2013
Webinars
Bernardj31Bernardj31   June 10, 2013
(Updated: June 10, 2013)
5.0
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-

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Fritz Meyer's Monthly Economic Update And Investment Outlook For May 2013
Webinars
Bernardj31Bernardj31   May 13, 2013
(Updated: May 13, 2013)
4.0
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-

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Income Shifting With Trusts & Partnerships
Webinars
Bernardj31Bernardj31   May 02, 2013
(Updated: May 02, 2013)
5.0
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Bob is always excellent

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