Reviews written by leonm303

79 results - showing 26 - 50  
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IRAs And Roth IRAs After A Client Dies
Webinars
leonm303leonm303   March 23, 2017
(Updated: March 23, 2017)
5.0
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RMDs And Retirement Portfolio Survival, Part Two
Webinars
leonm303leonm303   March 15, 2017
(Updated: March 15, 2017)
5.0
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Craig made a complex subject simple

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Fritz Meyer Economic Update, March 2017
Webinars
leonm303leonm303   March 13, 2017
(Updated: March 13, 2017)
5.0
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Fritz Meyer Economic Update, February 2017
Webinars
leonm303leonm303   February 13, 2017
(Updated: February 13, 2017)
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Limitations Of Popular Financial Planning Software Applications For Professionals
Webinars
leonm303leonm303   February 07, 2017
(Updated: February 07, 2017)
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Great

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Inflation And Investing Since 1970
Webinars
leonm303leonm303   September 28, 2016
(Updated: September 28, 2016)
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2016 Year-End Tax Planning For Investment Advisors
Webinars
leonm303leonm303   August 25, 2016
(Updated: August 25, 2016)
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Fritz Meyer Economic Update, August 2016
Webinars
leonm303leonm303   August 08, 2016
(Updated: August 08, 2016)
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Outstanding

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Performance And Risk Metrics For Clients
Webinars
leonm303leonm303   July 27, 2016
(Updated: July 27, 2016)
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Extremely valuable!

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Fritz Meyer's 2Q 2016 Economic Roundup (Two credits)
Webinars
leonm303leonm303   July 11, 2016
(Updated: July 11, 2016)
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A Simple New Approach To Retirement Income Planning
Webinars
leonm303leonm303   May 12, 2016
(Updated: May 12, 2016)
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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)
Webinars
leonm303leonm303   April 11, 2016
(Updated: April 11, 2016)
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Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods
Webinars
leonm303leonm303   March 23, 2016
(Updated: March 23, 2016)
5.0
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Outstanding in understanding why the 7 Twelve model works

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Fritz Meyer Economic And Investment Update, February 2016
Webinars
leonm303leonm303   February 08, 2016
(Updated: February 08, 2016)
5.0
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Fritz Meyer's 4Q2015 Roundup (2 CPE credits)
Webinars
leonm303leonm303   January 11, 2016
(Updated: January 11, 2016)
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Outstanding

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Tax-Aware Investing: Best Practices For IA Reps
Webinars
leonm303leonm303   October 28, 2015
(Updated: October 28, 2015)
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Business-Owner Tax Rules Investment Advisors Must Know About For 2016
Webinars
leonm303leonm303   October 01, 2015
(Updated: October 01, 2015)
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Fritz Meyer Economic And Investment Update, September 2015
Webinars
leonm303leonm303   September 07, 2015
(Updated: September 07, 2015)
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I was 11 minutes late signing on but stayed until 324 PM for well over 50 minutes, so I hope the CFP credit will apply. Thanks, Leon Mason CFP...

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Year-End Tax Planning For Investment Advisers
Webinars
leonm303leonm303   August 27, 2015
(Updated: August 27, 2015)
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China's Great Crash: Implications For The World Economy
Webinars
leonm303leonm303   August 26, 2015
(Updated: August 26, 2015)
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Fritz Meyer Economic And Investment Update, August 2015
Webinars
leonm303leonm303   August 10, 2015
(Updated: August 10, 2015)
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Best Practices For Financial Planners In Minimizing Estate Tax
Webinars
leonm303leonm303   July 30, 2015
(Updated: July 30, 2015)
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Positioning And Delivering Retirement Income With Clients
Webinars
leonm303leonm303   July 23, 2015
(Updated: July 23, 2015)
4.0
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Fritz Meyer's 3Q2015 Analysis Webinar -- Two CE Credits
Webinars
leonm303leonm303   July 13, 2015
(Updated: July 13, 2015)
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79 results - showing 26 - 50  
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