Reviews written by jims860

33 results - showing 1 - 25  
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Despite Aggressive Fed Tightening, A Controlled Landing Is Likely, Fritz Meyer Economic Update, Jan. 2023
Webinars
jims860jims860   January 09, 2023
9.0
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GreT Vre Great

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Ukraine Invasion, Inflation, & GDP Growth; Fritz Meyer Economic Update, March 2022
Webinars
jims860jims860   March 07, 2022
10
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very informative

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The 2022 Outlook Is For Wage Inflation, Slowing Earnings Fed Tightening But Strong GDP Growth; Fritz Meyer's CE Class, Feb. 2022
Webinars
jims860jims860   February 14, 2022
10
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Very good

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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
jims860jims860   April 13, 2020
10
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Very informative

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Opportunities Post-Correction, And Amid Low Interest Rates
Webinars
jims860jims860   March 11, 2020
10
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Great

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30 Common Types Of Trusts: Part 2
Webinars
jims860jims860   September 23, 2019
5.0
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very informative

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30 Common Types Of Trusts: Part 1
Webinars
jims860jims860   August 19, 2019
5.0
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Excellent

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Fritz Meyer Economic Update, August 2019
Webinars
jims860jims860   August 12, 2019
5.0
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Excellent

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Fritz Meyer Quarterly Economic Update, July 2019 (Two Credits)
Webinars
jims860jims860   July 08, 2019
5.0
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This was great.

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10 Human Instincts Skewing Perception Of World Trends
Webinars
jims860jims860   June 12, 2019
5.0
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Very interesting and thought-provoking

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Fritz Meyer Economic Update, May 2019
Webinars
jims860jims860   May 13, 2019
5.0
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Great

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Retirement Income Math For Professionals
Webinars
jims860jims860   February 27, 2019
5.0
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Great presentation and very simply put

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Fritz Meyer Economic Update, February 2019
Webinars
jims860jims860   February 11, 2019
5.0
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great

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Fritz Meyer Breaking News CE Webinar: Bear Market 2018
Webinars
jims860jims860   December 25, 2018
5.0
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Great! Timely

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Advanced Planning With Roth IRAs
Webinars
jims860jims860   December 12, 2018
4.0
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Very good

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Key Features For RIAs In Office 365 And What's Coming In 2017
Webinars
jims860jims860   December 20, 2016
(Updated: December 20, 2016)
5.0
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Revenge Of The Nerds V: Strategies For CPA Financial Planners
Webinars
jims860jims860   December 15, 2016
(Updated: December 15, 2016)
5.0
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Fritz Meyer Economic Update, December 2016
Webinars
jims860jims860   December 12, 2016
(Updated: December 12, 2016)
4.0
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Working With Web Apps And Documents Online In Microsoft Office 365
Webinars
jims860jims860   May 17, 2016
(Updated: May 17, 2016)
5.0
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IRAs And Roth IRAs After A Client Dies
Webinars
jims860jims860   March 30, 2016
(Updated: March 30, 2016)
5.0
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Working Remotely With Office 365
Webinars
jims860jims860   October 20, 2015
(Updated: October 20, 2015)
5.0
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Office 365 And SharePoint For RIAs: Beyond Basics
Webinars
jims860jims860   July 21, 2015
(Updated: July 21, 2015)
5.0
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Office 365 And Skype For Business
Webinars
jims860jims860   June 11, 2015
(Updated: June 11, 2015)
5.0
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Excellent

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Office 365 And Financial Advisor Compliance
Webinars
jims860jims860   May 19, 2015
(Updated: May 19, 2015)
5.0
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Retirement Portfolio Adequacy
Webinars
jims860jims860   May 14, 2015
(Updated: May 14, 2015)
5.0
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Excellent

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33 results - showing 1 - 25  
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