Reviews written by nefnyc

21 results - showing 1 - 21  
 
 
Tax Planning For Concentrated Low-Basis Positions, Options, And Margin Accounts
Webinars
nefnycnefnyc   March 19, 2015
(Updated: March 19, 2015)
4.0
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2015 Tax Traps, Tips, And Tricks For Investment Advisers
Webinars
nefnycnefnyc   February 26, 2015
(Updated: February 26, 2015)
4.0
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Measuring Diversification & Non-Market Beta: A Quantitative Approach To Driving Sustainable Returns
Webinars
nefnycnefnyc   January 23, 2014
(Updated: January 23, 2014)
3.0
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The New Ideas Changing Retirement Income Planning
Webinars
nefnycnefnyc   January 16, 2014
(Updated: January 16, 2014)
4.0
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Fritz Meyer Economic And Investment Update, January 2014
Webinars
nefnycnefnyc   January 13, 2014
(Updated: January 13, 2014)
4.0
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Tax-Sensitive Retirement-Income Withdrawal Strategies
Webinars
nefnycnefnyc   November 25, 2013
(Updated: November 25, 2013)
4.0
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The Problem Of Chasing Performance
Webinars
nefnycnefnyc   November 21, 2013
(Updated: November 21, 2013)
3.0
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Taxation Of REITs, MLPs, Oil & Gas, And Real Estate
Webinars
nefnycnefnyc   October 24, 2013
(Updated: October 24, 2013)
4.0
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Year-End Tax Planning Strategies
Webinars
nefnycnefnyc   August 15, 2013
(Updated: August 15, 2013)
3.0
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liked the topic; wnted more detail re: non wealthy

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DOMA's Demise: Financial And Tax Planning Implications Advisors Must Know About
Webinars
nefnycnefnyc   August 08, 2013
(Updated: August 08, 2013)
2.0
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It's a very important topic and the explanations lacked clarity in favor of financial double-speak. Didn't seem to be executed or well thought out as the topic itself led...

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Fritz Meyer Economic & Investment Update, July 2013
Webinars
nefnycnefnyc   July 08, 2013
(Updated: July 08, 2013)
4.0
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The Chinese Boom And Bust Economic Cycle: What Private Wealth Advisors Need to Know
Webinars
nefnycnefnyc   June 20, 2013
(Updated: June 20, 2013)
4.0
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Life Settlements: Understanding The Process, Avoiding The Pitfalls
Webinars
nefnycnefnyc   January 19, 2012
(Updated: January 19, 2012)
4.0
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provided useful information for me.

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The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now
Webinars
nefnycnefnyc   January 12, 2012
(Updated: January 12, 2012)
4.0
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It was informative, but could have been more so.

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Year-End Tax Planning For Financial Advisors
Webinars
nefnycnefnyc   October 27, 2011
(Updated: October 27, 2011)
4.0
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Gave me a lot to consider.

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A New Credential For Investment Fiduciaries From A Founding Father Of The Fiduciary Movement
Webinars
nefnycnefnyc   October 13, 2011
(Updated: October 13, 2011)
4.0
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Fritz Meyer's Economic Update And Investment Outlook For October 2011
Webinars
nefnycnefnyc   October 10, 2011
(Updated: October 10, 2011)
4.0
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September 2011 Economy Update From Fritz Meyer
Webinars
nefnycnefnyc   September 12, 2011
(Updated: September 12, 2011)
4.0
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Introduction To Tax-Efficient Investing (Part 1)
Webinars
nefnycnefnyc   September 08, 2011
(Updated: September 08, 2011)
4.0
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Silver Financial Planner
Financial Planning
nefnycnefnyc   December 27, 2010
Overall rating 
 
 
3.1
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
2.0

easy to use, easy to understand

good software for the money

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After The Fall: Asset Allocation And Rebalancing
Webinars
nefnycnefnyc   April 09, 2009
(Updated: April 09, 2009)
1.0
Average Attendee Rating
Poor Average Excellent

Make sure the presenter knows his/her way around the slide presentation. There shouldn't be technical difficulties. Also, I would prefer it if the speaker didn't appear to be...

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21 results - showing 1 - 21