Reviews written by christophert212

53 results - showing 1 - 25  
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Optimizing Social Security Income Payments
Webinars
christophert212christophert212   November 29, 2023
10
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Drew very personable and professional

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Tax Reform: An Overview And Summary Of What Advisors Must Focus On Now
Webinars
christophert212christophert212   December 14, 2021
10
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Fear and Anxiety, Class 3 of 12-Credit Financial Counseling CE Course (1 Credit)
Webinars
christophert212christophert212   July 27, 2021
9.0
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Trusts & Estates For Investment Advisors And Financial Planners
Webinars
christophert212christophert212   July 21, 2021
10
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Tracking The Recovery; Fritz Meyer Economic Update, May 2021
Webinars
christophert212christophert212   May 10, 2021
9.0
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In Which Asset Classes Does Active Beat Passive?
Webinars
christophert212christophert212   April 27, 2021
8.0
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The Time To Plan For The Tax Wave Of 2021 Is Now
Webinars
christophert212christophert212   April 21, 2021
10
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A First Draft Of Financial History And CE Credit: Fritz Meyer Economic Update, March 2021
Webinars
christophert212christophert212   March 08, 2021
9.0
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Pretty much same material - updated somewhat

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Optimizing Withdrawals From Taxable Portfolios
Webinars
christophert212christophert212   February 23, 2021
10
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Investment Professional CE, Fritz Meyer, Feb. 2021
Webinars
christophert212christophert212   February 08, 2021
9.0
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2021 Tax Planning Continuing Professional Education
Webinars
christophert212christophert212   January 20, 2021
10
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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
Webinars
christophert212christophert212   January 12, 2021
9.0
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2021 Outlook, CE For Financial Professionals Only
Webinars
christophert212christophert212   January 11, 2021
8.0
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Continuing Education And News Analysis For Financial Planners
Webinars
christophert212christophert212   December 07, 2020
10
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Very bullish, as always

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Urgent Planning Considerations In Light Of A Biden Administration
Webinars
christophert212christophert212   November 16, 2020
10
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A fresh new professional face on A4A - Glenn did a very nice job of presenting

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2020 Post-Election Tax Planning CE For Professionals
Webinars
christophert212christophert212   November 11, 2020
10
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Great

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The Next 25 Years For Investment Markets
Webinars
christophert212christophert212   October 21, 2020
10
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Covidnomics: Financial Economics Amid Covid Crisis With Fritz Meyer
Webinars
christophert212christophert212   October 12, 2020
10
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Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
christophert212christophert212   September 09, 2020
10
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Great!

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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Webinars
christophert212christophert212   September 07, 2020
10
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Fritz fantastic as always!

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Estate & Asset Protection Problems Arising Amid Covid
Webinars
christophert212christophert212   August 23, 2020
10
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Excellent

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2020 Tax Planning Amid Covid Financial Crisis
Webinars
christophert212christophert212   August 05, 2020
10
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Excellent as always

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2020 Compliance For RIAs
Webinars
christophert212christophert212   July 27, 2020
9.0
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Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
christophert212christophert212   May 11, 2020
10
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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
christophert212christophert212   April 01, 2020
10
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Excellent

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53 results - showing 1 - 25  
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