Reviews written by gparker3

25 results - showing 1 - 25 Results per page:
 
Year End Income Tax Planning (Event)
 

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 5.0
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gparker3 Reviewed by gparker3
September 07, 2012

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Last updated: September 07, 2012
 
Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning (Event)
 

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 4.0
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gparker3 Reviewed by gparker3
June 15, 2012

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Last updated: June 15, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012 (Event)
 

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 4.0
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gparker3 Reviewed by gparker3
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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 4.0
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gparker3 Reviewed by gparker3
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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 5.0
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gparker3 Reviewed by gparker3
February 17, 2012

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Last updated: February 17, 2012
 
Income & Estate Tax Strategies For The Year (Event)
 

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 5.0
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gparker3 Reviewed by gparker3
February 03, 2012

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Last updated: February 03, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011 (Event)
 

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 5.0
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gparker3 Reviewed by gparker3
December 13, 2011

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Last updated: December 13, 2011
 
Best Practices In Document Management (Event)
 

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Rating:
 
 4.0
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gparker3 Reviewed by gparker3
December 09, 2011

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Last updated: December 09, 2011
 
Year-End Tax Planning For Financial Advisors (Event)
 

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great
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 4.0
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gparker3 Reviewed by gparker3
October 28, 2011

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Last updated: October 28, 2011
 
Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach (Event)
 

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Rating:
 
 4.0
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gparker3 Reviewed by gparker3
June 17, 2011

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Last updated: June 17, 2011
 
Oil, Gold, And Portfolio Design (Event)
 

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Rating:
 
 4.0
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gparker3 Reviewed by gparker3
May 20, 2011

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Last updated: May 20, 2011
 
Crucial Concepts In Prudent Asset Allocation (Event)
 

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Rating:
 
 4.0
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gparker3 Reviewed by gparker3
May 13, 2011

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Last updated: May 13, 2011
 
Roth IRA: Beyond The Basics (Event)
 

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Rating:
 
 4.0
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gparker3 Reviewed by gparker3
June 11, 2010

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Last updated: June 11, 2010
 
PortfolioCenter
Portfolio Management
 

Switching

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Switching
Overall rating: 
 
 4.0
Company:
 
 4.0
Technology Support:
 
 4.0
Reconcilliation:
 
 4.0
Financial Institution Interfaces:
 
 4.0
Reports:
 
 4.0
Fixed Income:
 
 4.0
Tax Lot Accounting:
 
 4.0
Trading:
 
 4.0
Integrations:
 
 4.0
Security:
 
 4.0
Hosting:
 
 4.0
Pricing:
 
 4.0
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gparker3 Reviewed by gparker3
May 28, 2010

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Precious Metals: Can The Rally Continue? (Event)
 

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Andrew, as a 25 year spouse of an Englishman and one who lives part time in England, I've begun to offer to whomever comments about the "cute" English accent, that it is about the ONLY thing anyone ever says about the English!
I am pleased to report that while in England, folk over there rarely comment on my American accent. Even after 30+ years in the US (and now a citizen) my husband must have at least 3 to 5 mentions of his accent per day. I hope you will take this as it is intended-- in kindness.
Rating:
 
 5.0
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gparker3 Reviewed by gparker3
January 15, 2010

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Last updated: January 15, 2010
 
The 401k Upheaval And How It Affects Advisors (Event)
 

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Rating:
 
 5.0
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gparker3 Reviewed by gparker3
January 08, 2010

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Last updated: January 08, 2010
 
Sizing Up Performance Reporting Outsourcing Solutions (Event)
 

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Rating:
 
 3.0
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gparker3 Reviewed by gparker3
December 18, 2009

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Last updated: December 18, 2009
 
Seizing The Roth IRA Opportunity With Clients And Prospects (Event)
 

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Rating:
 
 3.0
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gparker3 Reviewed by gparker3
December 11, 2009

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Last updated: December 11, 2009
 
Secure Hardware For Advisors (Event)
 

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Great info, rapidly communicated. Good speakers. Nice to have several speakers to fill the time!
These webinars are constantly improving. Many thanks.
Rating:
 
 5.0
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gparker3 Reviewed by gparker3
December 04, 2009

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Last updated: December 04, 2009
 
Privacy Law, Data Security And Financial Advisors (Event)
 

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This was a clear, articulate guy. Good delivery, good information, and willingness to disclose when not certain.
Rating:
 
 5.0
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gparker3 Reviewed by gparker3
November 20, 2009

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Last updated: November 20, 2009
 
Life Planning And The Financial Crisis (Event)
 

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Rating:
 
 5.0
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gparker3 Reviewed by gparker3
May 22, 2009

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Last updated: May 22, 2009
 
Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity (Event)
 

0 of 0 people found the following review helpful
I think it should be 1 hour; if it runs over, it becomes too long and cuts into other commitments. Speakers should concentrate on giving good information; if they do so business will follow. It should not be a forum to sell, sell.

I really do appreciate the series!!. THANKS.
Rating:
 
 3.0
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gparker3 Reviewed by gparker3
May 15, 2009

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Last updated: May 15, 2009
 
After The Fall: Asset Allocation And Rebalancing (Event)
 

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Rating:
 
 5.0
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gparker3 Reviewed by gparker3
April 10, 2009

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Last updated: April 10, 2009
 
Compliance Issues Posed By LinkedIn, Blogs, And Social Networking (Event)
 

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Rating:
 
 4.0
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gparker3 Reviewed by gparker3
April 03, 2009

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Last updated: April 03, 2009
 
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