Reviews written by Shelstar1

104 results - showing 1 - 25  
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A Crossroad In The Post-Covid Economic Era
Webinars
Shelstar1Shelstar1   November 06, 2023
10
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It's A Bad Time To Retire; How To Manage Expectations Of Investors About To Retire Or Who Retired Post-Pandemic
Webinars
Shelstar1Shelstar1   May 23, 2023
9.0
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Is Volatility The Same As Risk? Craig Israelsen’s Portfolio Design CE Course, April 2023
Webinars
Shelstar1Shelstar1   April 18, 2023
9.0
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Redo: Teaching Clients About Retirement Portfolio Distribution Versus Accumulation; Craig Israelsen’s Portfolio Design CE Course, February 2023
Webinars
Shelstar1Shelstar1   February 27, 2023
9.0
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Despite Aggressive Fed Tightening, A Controlled Landing Is Likely, Fritz Meyer Economic Update, Jan. 2023
Webinars
Shelstar1Shelstar1   January 09, 2023
10
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Bracing For A Recession, Fritz Meyer Economic Update, October 2022
Webinars
Shelstar1Shelstar1   October 17, 2022
9.0
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Analyzing Bear Markets, Craig Israelsen, October 2022
Webinars
Shelstar1Shelstar1   October 11, 2022
9.0
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2022 Year-End Planning, Amid Looming Tax Reforms And Stock Market Volatility, Bob Keebler’s September 2022 Tax Class
Webinars
Shelstar1Shelstar1   September 21, 2022
9.0
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I would be interested in a tax webinar targeting clients with a net worth of $1M-3M.

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External vs Internal Diversification: The Key to Retirement Asset Allocation, Craig Israelsen, September 2022
Webinars
Shelstar1Shelstar1   September 13, 2022
9.0
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A Pivotal Moment In Economic History; Fritz Meyer Economic Update, September 2022
Webinars
Shelstar1Shelstar1   September 12, 2022
9.0
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Focusing On What's Important Amid Multiple Economic Anomalies, Fritz Meyer Economic Update, August 2022
Webinars
Shelstar1Shelstar1   August 08, 2022
10
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Two Rules of Volatility, Craig Israelsen, August 2022
Webinars
Shelstar1Shelstar1   August 02, 2022
10
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IRAs At Death And Beyond, Bob Keebler’s July 2022 Tax Class
Webinars
Shelstar1Shelstar1   July 20, 2022
8.0
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An Economy On The Edge; Fritz Meyer Economic Update, July 2022
Webinars
Shelstar1Shelstar1   July 11, 2022
10
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Always great

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Introduction To Tax Planning For IRAs & Federally Qualified Plans, Robert Keebler's June Tax Class
Webinars
Shelstar1Shelstar1   June 22, 2022
8.0
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The Long, Hot Summer; Fritz Meyer, June 2022, Financial Economic Update
Webinars
Shelstar1Shelstar1   June 13, 2022
10
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As Inflation Raises Recession Fears, Fritz Meyer Reviews May 2022 Financial Economic Conditions
Webinars
Shelstar1Shelstar1   May 02, 2022
10
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Roth Conversion Considerations; Robert Keebler
Webinars
Shelstar1Shelstar1   April 13, 2022
9.0
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Ukraine Invasion, Inflation, & GDP Growth; Fritz Meyer Economic Update, March 2022
Webinars
Shelstar1Shelstar1   March 07, 2022
9.0
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Standard Deviation: Finding the Sweet Spot
Webinars
Shelstar1Shelstar1   February 23, 2022
9.0
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IRS Notice 2022-6 Sharply Hikes Distributions From Qualified Plans Pre-59½, Robert Keebler's February Webinar
Webinars
Shelstar1Shelstar1   February 16, 2022
9.0
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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
Shelstar1Shelstar1   February 14, 2022
10
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Inflation Risk, Fed Policy, Amid A Boom; Fritz Meyer's Monthly CE Class, January 2022
Webinars
Shelstar1Shelstar1   January 10, 2022
9.0
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Tax Reform: An Overview And Summary Of What Advisors Must Focus On Now
Webinars
Shelstar1Shelstar1   December 14, 2021
9.0
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Excel Tips And Tricks
Webinars
Shelstar1Shelstar1   December 08, 2021
9.0
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Really knew excel. Would be great to have a class in building charts & graphs for model portfolios, etc.

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104 results - showing 1 - 25  
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