Reviews written by srfrench

Bond Fund Alternatives To Consider In A Low-Rate, High Inflation Economy

Webinars

srfrench December 15, 2021

9.0
Average Attendee Rating
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Was good- I always like the way Craig quantifies but then presents in a simple way

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Financial Counseling Introduction and Overview (1 Credit)

Webinars

srfrench June 23, 2021

7.0
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Pretty good- would hope there is more depth in the other sessions.

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Fritz Meyer Economic Update, November 2018

Webinars

srfrench November 19, 2018

5.0
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Performance Of Diversified Portfolios, 1970-2017

Webinars

srfrench January 24, 2018
(Updated: January 24, 2018)

4.0
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What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!

Webinars

srfrench July 19, 2017
(Updated: July 19, 2017)

5.0
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Fritz Meyer Economic Update, June 2017

Webinars

srfrench June 12, 2017
(Updated: June 12, 2017)

5.0
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Inflation And Investing Since 1970

Webinars

srfrench September 28, 2016
(Updated: September 28, 2016)

4.0
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Fritz Meyer Economic And Investment Update, February 2016

Webinars

srfrench February 08, 2016
(Updated: February 08, 2016)

5.0
Average Attendee Rating
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Always love Fritz though he says he's not political but it clearly shows through:)

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Preparing 1040s: What Financial Advisors Must Know (2 CE credits)

Webinars

srfrench January 28, 2016
(Updated: January 28, 2016)

4.0
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10 Action Areas For CCOs

Webinars

srfrench October 29, 2015
(Updated: October 29, 2015)

4.0
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Retirement Portfolio Design

Webinars

srfrench October 22, 2015
(Updated: October 22, 2015)

4.0
Average Attendee Rating
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Betterment Institutional Webinar

Webinars

srfrench October 15, 2015
(Updated: October 15, 2015)

3.0
Average Attendee Rating
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Business-Owner Tax Rules Investment Advisors Must Know About For 2016

Webinars

srfrench October 01, 2015
(Updated: October 01, 2015)

4.0
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Poor	Average	Excellent

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Fritz Meyer Economic And Investment Update, August 2015

Webinars

srfrench August 10, 2015
(Updated: August 10, 2015)

4.0
Average Attendee Rating
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Retirement Portfolio Adequacy

Webinars

srfrench May 14, 2015
(Updated: May 14, 2015)

4.0
Average Attendee Rating
Poor	Average	Excellent

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Fritz Meyer Economic And Investment Update, March 2015

Webinars

srfrench March 09, 2015
(Updated: March 09, 2015)

4.0
Average Attendee Rating
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Great

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The Investment Accident Waiting To Happen

Webinars

srfrench January 15, 2015
(Updated: January 15, 2015)

5.0
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Year-End Tax Planning Strategies For 2014

Webinars

srfrench September 11, 2014
(Updated: September 11, 2014)

4.0
Average Attendee Rating
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Very good

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Fritz Meyer Economic And Investment Update, June 2014 (Two CE credits)*

Webinars

srfrench June 09, 2014
(Updated: June 09, 2014)

4.0
Average Attendee Rating
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-

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eMoney

Financial Planning

srfrench June 06, 2014

Overall rating

2.8

Company

4.0

Interface

3.0

Integration

4.0

Pricing

3.0

Monte Carlo Simulation

1.0

Taxes

1.0

Asset Allocation

2.0

LTC-College Planning

3.0

Estate Planning

4.0

Solid, comprehensive product but too proprietary

Said it all

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SEC's New RIA Guidance On Social Media

Webinars

srfrench May 08, 2014
(Updated: May 08, 2014)

4.0
Average Attendee Rating
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-

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Bracket Management And Tax-Aware Investing

Webinars

srfrench April 24, 2014
(Updated: April 24, 2014)

4.0
Average Attendee Rating
Poor	Average	Excellent

-

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Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements

Webinars

srfrench April 10, 2014
(Updated: April 10, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

One of the best I've seen. And thank you for continuing to do these.

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