Reviews written by VBAZ

8 results - showing 1 - 8  
 
 
2016 Year-End Tax Planning For Investment Advisors
Webinars
VBAZVBAZ   August 25, 2016
(Updated: August 25, 2016)
4.0
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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
VBAZVBAZ   May 24, 2016
(Updated: May 24, 2016)
3.0
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I always like Bob Keebler's seminars but I expected more about the actual processes of allocating and distributing the estate, including an overview of income tax effects/concerns. This was mostly...

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Practice Strategies For Financial Planners
Webinars
VBAZVBAZ   December 17, 2015
(Updated: December 17, 2015)
5.0
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Tax-Aware Investing: Best Practices For IA Reps
Webinars
VBAZVBAZ   October 28, 2015
(Updated: October 28, 2015)
5.0
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Betterment Institutional Webinar
Webinars
VBAZVBAZ   October 15, 2015
(Updated: October 15, 2015)
5.0
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Year-End Tax Planning For Investment Advisers
Webinars
VBAZVBAZ   August 27, 2015
(Updated: August 27, 2015)
5.0
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LEARN, COMMIT, SUSTAIN: Client Education And Retention
Webinars
VBAZVBAZ   August 20, 2015
(Updated: August 20, 2015)
5.0
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Fritz Meyer's 3Q2015 Analysis Webinar -- Two CE Credits
Webinars
VBAZVBAZ   July 13, 2015
(Updated: July 13, 2015)
3.0
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8 results - showing 1 - 8