Reviews written by a4auser222

155 results - showing 51 - 75  
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Optimizing Withdrawals From Taxable Portfolios
Webinars
a4auser222a4auser222   February 23, 2021
10
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excellent

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Managing The Coming Capital Gains Tax Hike
Webinars
a4auser222a4auser222   February 17, 2021
10
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A++

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51 Year Risk, Return, And Correlation Data On Seven Core Asset Classes
Webinars
a4auser222a4auser222   January 25, 2021
10
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excellent

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2021 Tax Planning Continuing Professional Education
Webinars
a4auser222a4auser222   January 20, 2021
10
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A+++

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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
Webinars
a4auser222a4auser222   January 12, 2021
10
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great

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Continuing Education And News Analysis For Financial Planners
Webinars
a4auser222a4auser222   December 07, 2020
10
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Great!

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Urgent Planning Considerations In Light Of A Biden Administration
Webinars
a4auser222a4auser222   November 16, 2020
9.0
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2020 Post-Election Tax Planning CE For Professionals
Webinars
a4auser222a4auser222   November 11, 2020
10
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A+++++

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Covidnomics: Financial Economics Amid Covid Crisis With Fritz Meyer
Webinars
a4auser222a4auser222   October 12, 2020
10
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great

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Low-Expense Investing For Tax, Financial & Investment Planning Professionals
Webinars
a4auser222a4auser222   August 26, 2020
10
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Great!

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Estate & Asset Protection Problems Arising Amid Covid
Webinars
a4auser222a4auser222   August 23, 2020
10
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With Covid-Crisis Recession Ending Now, What's Ahead?
Webinars
a4auser222a4auser222   August 10, 2020
10
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Great!!

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2020 Tax Planning Amid Covid Financial Crisis
Webinars
a4auser222a4auser222   August 05, 2020
10
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Great, but please ask Bob to sit outdoors with his clients...we need him healthy on the other side of the pandemic!!

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Covid Crisis Estate Planning With Gideon Rothschild
Webinars
a4auser222a4auser222   July 29, 2020
10
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Excellent. Please have Gideon back again soon!!!

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The New Math Driving 2020 Roth Conversions
Webinars
a4auser222a4auser222   July 08, 2020
10
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Excellent!!

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The New Math Driving 2020 Roth Conversions
Webinars
a4auser222a4auser222   July 08, 2020
10
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PPP Update For Advisors, June Edition
Webinars
a4auser222a4auser222   June 03, 2020
10
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Key Concepts For Fiduciaries In Designing Low-Expense Portfolios
Webinars
a4auser222a4auser222   May 27, 2020
10
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Fantastic. Very well done.

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Coronavirus Tax Relief: New Rules For Tapping Retirement Plans And IRAs
Webinars
a4auser222a4auser222   May 20, 2020
10
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excellent, as always

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Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
a4auser222a4auser222   May 11, 2020
10
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Great.

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Correcting Misleading Portfolio Illustrations Consumers Often Face
Webinars
a4auser222a4auser222   April 29, 2020
10
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Poor Average Excellent

Great webinar. Please fix your survey page. If 5 is best, the choices shouldn't run from 1-10

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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
a4auser222a4auser222   April 13, 2020
10
Average Attendee Rating
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greaet

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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
a4auser222a4auser222   April 01, 2020
10
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The Coronavirus Crisis, Managing Cash, And Rebalancing
Webinars
a4auser222a4auser222   March 25, 2020
10
Average Attendee Rating
Poor Average Excellent

Great! Please check your surveys. They say 5 is best but we can “grade” up to a 10

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Fritz Meyer Economic Update, February 2020
Webinars
a4auser222a4auser222   February 10, 2020
10
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155 results - showing 51 - 75  
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