Reviews written by marcs713

132 results - showing 51 - 75  
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Tax And Estate Planning For IRAs After The SECURE Act
Webinars
marcs713marcs713   January 08, 2020
10
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great

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Illustrating The Key Determinants Of Investment Success
Webinars
marcs713marcs713   October 30, 2019
5.0
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good facts to show clients they need to save more!

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2019 Year-End Tax Planning Guidance For Investment Advisers
Webinars
marcs713marcs713   October 16, 2019
5.0
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great

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30 Common Types Of Trusts: Part 2
Webinars
marcs713marcs713   September 23, 2019
5.0
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FANTASTIC

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Fritz Meyer Economic Update, September 2019
Webinars
marcs713marcs713   September 09, 2019
5.0
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good

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Talking With Clients About The Next Bear Market
Webinars
marcs713marcs713   August 28, 2019
4.0
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good

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Fritz Meyer Economic Update, August 2019
Webinars
marcs713marcs713   August 12, 2019
5.0
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great but way too long

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Form 1041: Income Taxation Of Trusts & Estates
Webinars
marcs713marcs713   July 24, 2019
4.0
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good

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Fritz Meyer Economic Update, June 2019
Webinars
marcs713marcs713   June 10, 2019
5.0
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excellent

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Fritz Meyer Special Session On The Yield Curve
Webinars
marcs713marcs713   May 29, 2019
5.0
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great

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IRA Life Expectancy Payout Changes Require Urgency
Webinars
marcs713marcs713   May 22, 2019
4.0
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good

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Illustrating Retirement Portfolio Outcomes For Clients
Webinars
marcs713marcs713   May 20, 2019
3.0
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too long!!!

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Tax-Saving Strategies For Rental Real Estate Owners
Webinars
marcs713marcs713   February 20, 2019
5.0
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good

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Fritz Meyer Economic Update, February 2019
Webinars
marcs713marcs713   February 11, 2019
5.0
Average Attendee Rating
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fantastic!

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Annual Update On Performance Characteristics Of Asset Classes And Portfolios
Webinars
marcs713marcs713   January 30, 2019
4.0
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ok

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Best Financial & Tax Planning Ideas For 2019
Webinars
marcs713marcs713   January 21, 2019
5.0
Average Attendee Rating
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Bob is always great!

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Fritz Meyer Quarterly Economic Update, January 2019 (Two Credits)
Webinars
marcs713marcs713   January 14, 2019
5.0
Average Attendee Rating
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great. The last pole on income, did not give me enough time to click on answer. I hope I still get the 2 hours CFP for attending the 1...

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Fritz Meyer Breaking News CE Webinar: Bear Market 2018
Webinars
marcs713marcs713   December 25, 2018
5.0
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Retirement Distribution And Tax Planning Strategies
Webinars
marcs713marcs713   July 18, 2018
5.0
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Fritz Meyer Economic Update, May 2018
Webinars
marcs713marcs713   May 07, 2018
5.0
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great

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Fritz Meyer Quarterly Economic Update, April 2018 (Two Credits)
Webinars
marcs713marcs713   April 09, 2018
5.0
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great

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Inflation And Asset Performance: A 92-Year Review
Webinars
marcs713marcs713   February 21, 2018
(Updated: February 21, 2018)
4.0
Average Attendee Rating
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fine but too long

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Fritz Meyer Economic Update, February 2018
Webinars
marcs713marcs713   February 06, 2018
(Updated: February 06, 2018)
5.0
Average Attendee Rating
Poor Average Excellent

fantastic!

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Performance Of Diversified Portfolios, 1970-2017
Webinars
marcs713marcs713   January 24, 2018
(Updated: January 24, 2018)
5.0
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good

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Fritz Meyer Economic Update, December 2017
Webinars
marcs713marcs713   December 11, 2017
(Updated: December 11, 2017)
5.0
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awesome, as usual

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132 results - showing 51 - 75  
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