Reviews written by karins330

Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods

Webinars

karins330 March 23, 2016
(Updated: March 23, 2016)

5.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

What Markets Are Completely Missing About 2016

Webinars

karins330 January 07, 2016
(Updated: January 07, 2016)

5.0
Average Attendee Rating
Poor	Average	Excellent

Excellent - appreciated the practical tips at the end

Read Review Comments (0)

Retirement Portfolio Adequacy

Webinars

karins330 May 14, 2015
(Updated: May 14, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

excellent

Read Review Comments (0)

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

Webinars

karins330 January 12, 2015
(Updated: January 12, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

A bit long but worthwhile.

Read Review Comments (0)

Managing Clients Tax Effectively In 2015, And Year-End Reminders For 2014

Webinars

karins330 November 20, 2014
(Updated: November 20, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

As always, excellent

Read Review Comments (0)

Year-End Tax Planning Strategies For 2014

Webinars

karins330 September 11, 2014
(Updated: September 11, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Ensure Great Execution Through SMART Goals And Key Performance Indicators

Webinars

karins330 July 31, 2014
(Updated: July 31, 2014)

2.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Bracket Management And Tax-Aware Investing

Webinars

karins330 April 24, 2014
(Updated: April 24, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

excellent as always - thank you

Read Review Comments (0)

Inflation And Asset Performance

Webinars

karins330 April 03, 2014
(Updated: April 03, 2014)

4.0
Average Attendee Rating
Poor	Average	Excellent

effective

Read Review Comments (0)

An Advisor's Guide To The Proper Use Of Life Insurance

Webinars

karins330 February 20, 2014
(Updated: February 20, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

Great as usual. Would like to hear more about the "picky" aspects of an ILIT.

Read Review Comments (0)

The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach

Webinars

karins330 February 06, 2014
(Updated: February 06, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Measuring Diversification & Non-Market Beta: A Quantitative Approach To Driving Sustainable Returns

Webinars

karins330 January 23, 2014
(Updated: January 23, 2014)

4.0
Average Attendee Rating
Poor	Average	Excellent

interesting new thoughts

Read Review Comments (0)

3.8% Surtax On Net Investment Income: The Final Regs

Webinars

karins330 December 19, 2013
(Updated: December 19, 2013)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Strategic Alliances With Accountants And Attorneys

Webinars

karins330 October 03, 2013
(Updated: October 03, 2013)

4.0
Average Attendee Rating
Poor	Average	Excellent

interesting- but as a fee only RIA, I'm not interested in revenue sharing agreements as they do not seem in line with fiduciary standard

Read Review Comments (0)

Year-End Tax Planning Strategies

Webinars

karins330 August 15, 2013
(Updated: August 15, 2013)

5.0
Average Attendee Rating
Poor	Average	Excellent

Moved along too quickly. Would like to break down each strategy and have a separate discussion of each.

Read Review Comments (0)

Attributes Of Major Asset Classes And Associated Behavioral Finance Issues

Webinars

karins330 July 18, 2013
(Updated: July 18, 2013)

5.0
Average Attendee Rating
Poor	Average	Excellent

excellent

Read Review Comments (0)

The Rising Tide Of Expectations For Financial Advisors

Webinars

karins330 April 11, 2013
(Updated: April 11, 2013)

4.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

The 3.8% Surtax On Net Investment Income

Webinars

karins330 April 04, 2013
(Updated: April 04, 2013)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

New, Improved Methods For Optimizing Retirement Income

Webinars

karins330 March 28, 2013
(Updated: March 28, 2013)

4.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

A New Approach To Safe Retirement Withdrawal Rates

Webinars

karins330 February 14, 2013
(Updated: February 14, 2013)

5.0
Average Attendee Rating
Poor	Average	Excellent

Excellent - would like to hear more about Wade's research and then translate into practical applications. Would be interesting to put his research to test in a few case...

Read Review Comments (0)

Why Financial Advisory Practices Fail To Reach Their Full Potential: The E-Myth And Advisors

Webinars

karins330 January 31, 2013
(Updated: January 31, 2013)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Keebler On 2013 Tax Law Changes

Webinars

karins330 January 13, 2013
(Updated: January 13, 2013)

4.0
Average Attendee Rating
Poor	Average	Excellent

Good overview- covered alot of material quickly. Can you piggyback on a few ideas/strategies and have in depth webinars on certain topics, such as charitable remainder and lead trusts?...

Read Review Comments (0)

Understanding The 3.8% Excise Tax

Webinars

karins330 August 02, 2012
(Updated: August 02, 2012)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update

Webinars

karins330 July 05, 2012
(Updated: July 05, 2012)

5.0
Average Attendee Rating
Poor	Average	Excellent

OUTSTANDING- THANK YOU

Read Review Comments (0)

Where Has The Financial Advice Profession Gone Wrong?

Webinars

karins330 June 28, 2012
(Updated: June 28, 2012)

4.0
Average Attendee Rating
Poor	Average	Excellent

Helpful tips - despite abrasive/defensive tone of guest. thank you Andy! You're awesome.

Read Review Comments (0)