Reviews written by DTS_Driver

50 results - showing 1 - 25 1 2 Results per page:
 
Taxation Of Wealth Transfer Techniques In 2013 (Event)
 

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 5.0
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DTS_Driver Reviewed by DTS_Driver
June 04, 2013

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Last updated: June 04, 2013
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For May 2013 (Event)
 

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 5.0
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DTS_Driver Reviewed by DTS_Driver
May 14, 2013

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Last updated: May 14, 2013
 
Income Shifting With Trusts & Partnerships (Event)
 

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 5.0
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DTS_Driver Reviewed by DTS_Driver
May 03, 2013

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Last updated: May 03, 2013
 
How Advisors Can Create And Share Videos (Event)
 

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As expected he is expert with his subject matter. He did convey it well, smoothly and understandably to current non-users.

I think this webcast was a very good idea.
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 4.0
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DTS_Driver Reviewed by DTS_Driver
April 19, 2013

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Last updated: April 19, 2013
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For April 2013 (Event)
 

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 5.0
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DTS_Driver Reviewed by DTS_Driver
April 09, 2013

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Last updated: April 09, 2013
 
New, Improved Methods For Optimizing Retirement Income (Event)
 

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 3.0
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DTS_Driver Reviewed by DTS_Driver
March 29, 2013

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Last updated: March 29, 2013
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For March 2013 (Event)
 

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Andy, These have been great.
I want Fritz to speak in Ohio - however, I need to give my clients there a link to a Fritz presentation to help them understand, who I am proposing as speaker?
PS I signed up for Fritz when you first proposed it!
Jay Lerman
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 5.0
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DTS_Driver Reviewed by DTS_Driver
March 12, 2013

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Last updated: March 12, 2013
 
Keebler’s Analysis Of 2013 Tax Planning Opportunities (Event)
 

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 5.0
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DTS_Driver Reviewed by DTS_Driver
March 01, 2013

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Last updated: March 01, 2013
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For February 2013 (Event)
 

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Terrific, important, timely
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 5.0
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DTS_Driver Reviewed by DTS_Driver
February 12, 2013

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Last updated: February 12, 2013
 
Practitioner Forum: RIAs Acquiring RIAs: Challenges, Due Diligence, Deal Structure (Event)
 

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The 30,000 foot look just didn't fit my interest.
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 1.0
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DTS_Driver Reviewed by DTS_Driver
January 18, 2013

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Last updated: January 18, 2013
 
Keebler On 2013 Tax Law Changes (Event)
 

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It is new and complicated - in the time he had available and all his prepared material, Bob handled it well. Nice job to Bob and to Andy.
JAL
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 5.0
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DTS_Driver Reviewed by DTS_Driver
January 14, 2013

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Last updated: January 14, 2013
 
RIA Fee Structure: Earning Fees In An Era When Investment Management Is Commoditized (Event)
 

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 3.0
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DTS_Driver Reviewed by DTS_Driver
September 28, 2012

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Last updated: September 28, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012 (Event)
 

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 5.0
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DTS_Driver Reviewed by DTS_Driver
September 11, 2012

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Last updated: September 11, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012 (Event)
 

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 5.0
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DTS_Driver Reviewed by DTS_Driver
August 14, 2012

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Last updated: August 14, 2012
 
Understanding The 3.8% Excise Tax (Event)
 

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 5.0
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DTS_Driver Reviewed by DTS_Driver
August 03, 2012

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Last updated: August 03, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012 (Event)
 

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Had to leave early for an appointment - the future felt 'foggy'.
PS I am already a subscriber. JAL
Rating:
 
 5.0
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DTS_Driver Reviewed by DTS_Driver
July 10, 2012

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Last updated: July 10, 2012
 
Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update (Event)
 

0 of 0 people found the following review helpful
Great timing - thanks to Bob & Andy.
Sometimes I lost track of the 'flow' of Bob's presentation (as he was making it...). I hope I'll be able to listen to a replay.
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 5.0
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DTS_Driver Reviewed by DTS_Driver
July 06, 2012

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Last updated: July 06, 2012
 
Where Has The Financial Advice Profession Gone Wrong? (Event)
 

0 of 0 people found the following review helpful
Ric is articulate, knoledgeable and bright. It was a simple pleasure just to listen. He is a gentleman (and deservedly a little self-serving) to have devoted time & energy to this presentation.
I did not like Andy's 'I don't get it' discussion - it felt out-of-place and I disconnected.
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 5.0
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DTS_Driver Reviewed by DTS_Driver
June 29, 2012

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Last updated: June 29, 2012
 
How Do Financial Advisors Compete In A World In Which Megatrends Can Make Your Head Explode? (Event)
 

0 of 0 people found the following review helpful
This was terrific. I follow several economists, including a demographer. I wonder if I conclude the President doesn't matter, or that he does.... Still this was first I've seen or heard that glimpsed a possible positive "multi-verse" for the US. Excellent presentation & very good job Andrew.
Jay Lerman
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 5.0
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DTS_Driver Reviewed by DTS_Driver
May 04, 2012

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Last updated: May 04, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012 (Event)
 

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 5.0
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DTS_Driver Reviewed by DTS_Driver
April 10, 2012

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Last updated: April 10, 2012
 
Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals (Event)
 

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 5.0
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DTS_Driver Reviewed by DTS_Driver
March 09, 2012

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Last updated: March 09, 2012
 
The Retirement Income Industry Association And RMA Designation (Event)
 

0 of 0 people found the following review helpful
Very interesting - I saw this oop'y about three years ago, now in one of my Certified Wealth Strategies Master's class.
I am, however, interested in good learning all the time and the Texas Tech 'Boot Camp' is very appealing.
Jay Lerman
Rating:
 
 5.0
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DTS_Driver Reviewed by DTS_Driver
March 02, 2012

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Last updated: March 02, 2012
 
Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth (Event)
 

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 5.0
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DTS_Driver Reviewed by DTS_Driver
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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 5.0
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DTS_Driver Reviewed by DTS_Driver
February 14, 2012

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Last updated: February 14, 2012
 
Assessing Major Risks To Retirement Plans (Event)
 

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Excellent thinking - strategy affects precisely group I work with...
I hope to follow up with Doug.
Jay L
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 5.0
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DTS_Driver Reviewed by DTS_Driver
February 10, 2012

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Last updated: February 10, 2012
 
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