Reviews written by hollandd307

48 results - showing 26 - 48  
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Fritz Meyer Economic And Investment Update, October 2013
Webinars
hollandd307hollandd307   October 07, 2013
(Updated: October 07, 2013)
5.0
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Very good.

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A Financial Advisor’s Guide To Maximizing IRAs
Webinars
hollandd307hollandd307   September 26, 2013
(Updated: September 26, 2013)
5.0
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Fritz Meyer Economic And Investment Update, September 2013
Webinars
hollandd307hollandd307   September 09, 2013
(Updated: September 09, 2013)
5.0
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Life & Disability Insurance; Six Current Case Studies
Webinars
hollandd307hollandd307   August 01, 2013
(Updated: August 01, 2013)
4.0
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Fritz Meyer Economic & Investment Update, June 2013
Webinars
hollandd307hollandd307   June 10, 2013
(Updated: June 10, 2013)
5.0
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Very Informative and timely vis a vis bond market.

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Fritz Meyer's Monthly Economic Update And Investment Outlook For April 2013
Webinars
hollandd307hollandd307   April 08, 2013
(Updated: April 08, 2013)
5.0
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Keebler’s Analysis Of 2013 Tax Planning Opportunities
Webinars
hollandd307hollandd307   February 28, 2013
(Updated: February 28, 2013)
5.0
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Very good.

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A New Approach To Safe Retirement Withdrawal Rates
Webinars
hollandd307hollandd307   February 14, 2013
(Updated: February 14, 2013)
4.0
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Keebler On 2013 Tax Law Changes
Webinars
hollandd307hollandd307   January 13, 2013
(Updated: January 13, 2013)
5.0
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Very timely

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Fritz Meyer's Economic Update And Investment Outlook For January 2013
Webinars
hollandd307hollandd307   January 07, 2013
(Updated: January 07, 2013)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2012
Webinars
hollandd307hollandd307   December 10, 2012
(Updated: December 10, 2012)
5.0
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Portfolio Design, Asset-Class Performance And Correlations And Rebalancing
Webinars
hollandd307hollandd307   November 08, 2012
(Updated: November 08, 2012)
5.0
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Great and timely

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Trust Topics And Trends For Financial Advisors
Webinars
hollandd307hollandd307   October 11, 2012
(Updated: October 11, 2012)
5.0
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Very informative and helpful

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Monthly Economic Update And Investment Outlook From Fritz Meyer For October 2012
Webinars
hollandd307hollandd307   October 08, 2012
(Updated: October 08, 2012)
5.0
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He is always very good

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Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012
Webinars
hollandd307hollandd307   August 13, 2012
(Updated: August 13, 2012)
5.0
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Very good presentation and quite reassuring.

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Understanding The 3.8% Excise Tax
Webinars
hollandd307hollandd307   August 02, 2012
(Updated: August 02, 2012)
5.0
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Very good. Thansk for the timely subject

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Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update
Webinars
hollandd307hollandd307   July 05, 2012
(Updated: July 05, 2012)
5.0
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Very timely and revealling.

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Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012
Webinars
hollandd307hollandd307   May 07, 2012
(Updated: May 07, 2012)
5.0
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As always, very helpful

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Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012
Webinars
hollandd307hollandd307   April 09, 2012
(Updated: April 09, 2012)
5.0
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Assessing Major Risks To Retirement Plans
Webinars
hollandd307hollandd307   February 09, 2012
(Updated: February 09, 2012)
5.0
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This was great and very useful. Lots of clients wondering if they will run out of money.

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Income & Estate Tax Strategies For The Year
Webinars
hollandd307hollandd307   February 02, 2012
(Updated: February 02, 2012)
5.0
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Very good. Answered some questions and comcerns

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Preparing For The Worst: Managing Your Clients In A Bear Market
Webinars
hollandd307hollandd307   July 16, 2009
(Updated: July 16, 2009)
5.0
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As always, very helpful

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Preparing For The Worst: Managing Your Clients In A Bear Market
Webinars
hollandd307hollandd307   July 16, 2009
(Updated: July 16, 2009)
5.0
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48 results - showing 26 - 48  
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