Reviews written by Jim Loomis

78 results - showing 26 - 50  
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Fritz Meyer Quarterly Economic Update, July 2017 (Two Credits)
Webinars
Jim LoomisJim Loomis   July 10, 2017
(Updated: July 10, 2017)
5.0
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Absolutely super!

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College Funding Techniques For Advisors
Webinars
Jim LoomisJim Loomis   April 19, 2017
(Updated: April 19, 2017)
5.0
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SUPER

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Fritz Meyer Quarterly Economic Update, April 2017 (Two Credits)
Webinars
Jim LoomisJim Loomis   April 10, 2017
(Updated: April 10, 2017)
5.0
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SUPER as always.

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2017 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
Jim LoomisJim Loomis   February 23, 2017
(Updated: February 23, 2017)
5.0
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SUPER!!!

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Fritz Meyer Economic Update, February 2017
Webinars
Jim LoomisJim Loomis   February 13, 2017
(Updated: February 13, 2017)
5.0
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SUPER!!

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With Massive Tax Cuts Looming, A 2017 Tax Filing Primer For IA Reps (Two Credits)
Webinars
Jim LoomisJim Loomis   January 26, 2017
(Updated: January 26, 2017)
5.0
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ABSOLUTELY SUPER!!!

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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
Webinars
Jim LoomisJim Loomis   January 09, 2017
(Updated: January 09, 2017)
5.0
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SUPER!!!

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Fritz Meyer Economic Update, December 2016
Webinars
Jim LoomisJim Loomis   December 12, 2016
(Updated: December 12, 2016)
5.0
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SUPER

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Business Owner Tax Strategies And Trends
Webinars
Jim LoomisJim Loomis   November 10, 2016
(Updated: November 10, 2016)
5.0
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Super

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Fritz Meyer Economic Update, November 2016
Webinars
Jim LoomisJim Loomis   November 07, 2016
(Updated: November 07, 2016)
5.0
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absolutely super!!

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Designing Portfolios For Accumulation And Distribution Lifecycles
Webinars
Jim LoomisJim Loomis   October 26, 2016
(Updated: October 26, 2016)
4.0
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Great

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Improving After-Tax Returns
Webinars
Jim LoomisJim Loomis   October 23, 2016
(Updated: October 23, 2016)
5.0
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Super

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Fritz Meyer's 3Q 2016 Economic Roundup – Two Credits
Webinars
Jim LoomisJim Loomis   October 13, 2016
(Updated: October 13, 2016)
5.0
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Super!!!

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FLPs Out! Act Now On Valuation Discounts
Webinars
Jim LoomisJim Loomis   September 29, 2016
(Updated: September 29, 2016)
5.0
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Fritz Meyer Economic Update, September 2016
Webinars
Jim LoomisJim Loomis   September 12, 2016
(Updated: September 12, 2016)
5.0
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Poor Average Excellent

SUPER

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2016 Year-End Tax Planning For Investment Advisors
Webinars
Jim LoomisJim Loomis   August 25, 2016
(Updated: August 25, 2016)
5.0
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SUPER!!!

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Fritz Meyer Economic Update, August 2016
Webinars
Jim LoomisJim Loomis   August 08, 2016
(Updated: August 08, 2016)
5.0
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Poor Average Excellent

Super

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Fritz Meyer Economic And Investment Update, May 2016
Webinars
Jim LoomisJim Loomis   May 09, 2016
(Updated: May 09, 2016)
5.0
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Super--very informative.

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IRAs And Roth IRAs After A Client Dies
Webinars
Jim LoomisJim Loomis   March 30, 2016
(Updated: March 30, 2016)
5.0
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SUPER

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2016 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
Jim LoomisJim Loomis   February 25, 2016
(Updated: February 25, 2016)
5.0
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super

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Lessons From 46-Years Of Monthly Returns
Webinars
Jim LoomisJim Loomis   February 24, 2016
(Updated: February 24, 2016)
4.0
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Fritz Meyer Economic And Investment Update, February 2016
Webinars
Jim LoomisJim Loomis   February 08, 2016
(Updated: February 08, 2016)
5.0
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Poor Average Excellent

super

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Fritz Meyer Economic And Investment Update, December 2015
Webinars
Jim LoomisJim Loomis   December 07, 2015
(Updated: December 07, 2015)
5.0
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absolutely SUPER

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Year-End Tax Planning For Investment Advisers
Webinars
Jim LoomisJim Loomis   August 27, 2015
(Updated: August 27, 2015)
5.0
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Best Practices For Financial Planners In Minimizing Estate Tax
Webinars
Jim LoomisJim Loomis   July 30, 2015
(Updated: July 30, 2015)
5.0
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Great

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78 results - showing 26 - 50  
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