Reviews written by karend303

16 results - showing 1 - 16  
 
 
Financial Advisor Webinar Series
karend303karend303   December 11, 2017
(Updated: December 11, 2017)
Rating 
 
5.0
Financial Advisor Webinar Series
karend303karend303   August 07, 2017
(Updated: August 07, 2017)
Rating 
 
5.0
Financial Advisor Webinar Series
karend303karend303   April 26, 2017
(Updated: April 26, 2017)
Rating 
 
5.0

Craig presented some very interesting information about LT returns. Very thought provoking. Thank you! Also appreciated Fritz's perspective on the proposed tax cuts.

Financial Advisor Webinar Series
karend303karend303   May 09, 2016
(Updated: May 09, 2016)
Rating 
 
5.0

Fritz confirms what we believe and are reading about the economy. His charts were very helpful.

Financial Advisor Webinar Series
karend303karend303   March 30, 2016
(Updated: March 30, 2016)
Rating 
 
5.0

I want to listen to it again. Mr. Keebler brought up some very interesting facts that I need to revisit. I could have used more time on this!...

Financial Advisor Webinar Series
karend303karend303   January 20, 2016
(Updated: January 20, 2016)
Rating 
 
5.0

Very good. He pointed out some areas where we could improve documentation.

Financial Advisor Webinar Series
karend303karend303   January 08, 2015
(Updated: January 08, 2015)
Rating 
 
5.0

We had many take-aways from this webinar. I have many questions for our IT consultant after this. Also, with the SEC possibly adding cyber security to its audits,...

Financial Advisor Webinar Series
karend303karend303   September 06, 2012
(Updated: September 06, 2012)
Rating 
 
5.0

There is a lot to learn on this subject. I'm still trying to get my head around some of the strategies that Bob mentioned. It was very thought-provoking....

karend303karend303   July 05, 2012
(Updated: July 05, 2012)
Rating 
 
5.0

It was VERY good. I didn't know how the 3.8% medicare surtax would be applied. I will probably try to listen to the replay of this webinar....

Financial Advisor Webinar Series
karend303karend303   March 15, 2012
(Updated: March 15, 2012)
Rating 
 
5.0

Great ideas. I plan to put them to work today! Thank you!

Financial Advisor Webinar Series
karend303karend303   January 05, 2012
(Updated: January 05, 2012)
Rating 
 
5.0

It was very helpful and brought up some compliance procedures that we will develop within the firm, such as the compliance calendar. I look forward to Chris' next webinar....

Financial Advisor Webinar Series
karend303karend303   October 27, 2011
(Updated: October 27, 2011)
Rating 
 
5.0

Great points. I learned a lot but will also have to research some of the topics discussed..Mr. Keebler is an excellent presenter. Thanks!

Financial Advisor Webinar Series
karend303karend303   August 11, 2011
(Updated: August 11, 2011)
Rating 
 
5.0

It provided some very useful information that we have been unable to learn from other sources. Thank you so much!

Financial Advisor Webinar Series
karend303karend303   July 28, 2011
(Updated: July 28, 2011)
Rating 
 
5.0

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Financial Advisor Webinar Series
karend303karend303   May 09, 2011
(Updated: May 09, 2011)
Rating 
 
5.0

Always a good fact backed opinion from Fritz. I enjoy his presentations.

16 results - showing 1 - 16