Reviews written by jheisler

How The New Tax Law Affects Year-End Planning

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jheisler November 01, 2017
(Updated: November 01, 2017)

5.0
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Excellent overview

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How Trump Tax Reform Proposal Alters Year-End Tax Planning

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jheisler September 27, 2017
(Updated: September 27, 2017)

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Great overview of the potential changes coming our way.

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Fritz Meyer Economic And Investment Update, June 2016

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jheisler June 13, 2016
(Updated: June 13, 2016)

5.0
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Great, relevant content

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A Simple New Approach To Retirement Income Planning

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jheisler May 12, 2016
(Updated: May 12, 2016)

4.0
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Good session on what could be a valuable tool.

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Retirement Portfolio Torture Test, 1970-2015

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jheisler April 27, 2016
(Updated: April 27, 2016)

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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)

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jheisler April 11, 2016
(Updated: April 11, 2016)

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Great overview of the state of the economy.

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Fritz Meyer's 2Q2015 Analysis Webinar -- Two CE Credits

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jheisler April 13, 2015
(Updated: April 13, 2015)

5.0
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Very good as always

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Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits

Webinars

jheisler January 12, 2015
(Updated: January 12, 2015)

5.0
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Excellent content

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Fritz Meyer's 4Q2014 Analysis Webinar -- Two CE Credits

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jheisler October 13, 2014
(Updated: October 13, 2014)

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LinkedIn For RIAs, Ninja-Style

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jheisler July 24, 2014
(Updated: July 24, 2014)

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75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*

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jheisler July 10, 2014
(Updated: July 10, 2014)

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75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*

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jheisler June 26, 2014
(Updated: June 26, 2014)

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

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

5.0
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Excellent material

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75 Ways To Generate Tax-Alpha (Part 1) (Two CE credits)*

Webinars

jheisler May 28, 2014
(Updated: May 28, 2014)

5.0
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Excellent info...many practical ideas that we can implement with clients

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How To Produce And Edit Your Own Video Presentations

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jheisler May 15, 2014
(Updated: May 15, 2014)

4.0
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Andy provided a great overview, but I realized how little I know about how to begin doing something like this. I felt lost through a good part of the...

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Fritz Meyer Economic And Investment Update, May 2014

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jheisler May 12, 2014
(Updated: May 12, 2014)

5.0
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Excellent content

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The New Ideas Changing Retirement Income Planning

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jheisler January 16, 2014
(Updated: January 16, 2014)

4.0
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Loved it

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3.8% Surtax On Net Investment Income: The Final Regs

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jheisler December 19, 2013
(Updated: December 19, 2013)

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Fritz Meyer Economic And Investment Update, December 2013

Webinars

jheisler December 09, 2013
(Updated: December 09, 2013)

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