Reviews written by harmony

88 results - showing 51 - 75  
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Fritz Meyer Economic Update, December 2017
Webinars
harmonyharmony   December 11, 2017
(Updated: December 11, 2017)
5.0
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New Tax Law Requires New Year-End Tactics
Webinars
harmonyharmony   November 30, 2017
(Updated: November 30, 2017)
5.0
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great

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Fritz Meyer Economic Update, November 2017
Webinars
harmonyharmony   November 13, 2017
(Updated: November 13, 2017)
5.0
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Fritz Meyer Economic Update, September 2017
Webinars
harmonyharmony   September 11, 2017
(Updated: September 11, 2017)
5.0
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Fritz Meyer Economic Update, August 2017
Webinars
harmonyharmony   August 07, 2017
(Updated: August 07, 2017)
5.0
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Fritz Meyer Quarterly Economic Update, July 2017 (Two Credits)
Webinars
harmonyharmony   July 10, 2017
(Updated: July 10, 2017)
5.0
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Fritz Meyer Economic Update, March 2017
Webinars
harmonyharmony   March 13, 2017
(Updated: March 13, 2017)
5.0
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Fritz Meyer Economic And Investment Update, May 2016
Webinars
harmonyharmony   May 09, 2016
(Updated: May 09, 2016)
5.0
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good

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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)
Webinars
harmonyharmony   April 11, 2016
(Updated: April 11, 2016)
5.0
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very good summary and direct response to concerns with supporting data

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Disaster Planning For RIAs
Webinars
harmonyharmony   April 07, 2016
(Updated: April 07, 2016)
1.0
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weak

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Fritz Meyer Economic And Investment Update, March 2016
Webinars
harmonyharmony   March 07, 2016
(Updated: March 07, 2016)
4.0
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great

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Technology, Financial Professionals, And Client Engagement
Webinars
harmonyharmony   February 18, 2016
(Updated: February 18, 2016)
2.0
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not very helpful

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Getting 2016 Off To A Compliant Start
Webinars
harmonyharmony   January 20, 2016
(Updated: January 20, 2016)
4.0
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good but too general

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What Markets Are Completely Missing About 2016
Webinars
harmonyharmony   January 07, 2016
(Updated: January 07, 2016)
5.0
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great

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Fritz Meyer Economic And Investment Update, December 2015
Webinars
harmonyharmony   December 07, 2015
(Updated: December 07, 2015)
5.0
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Fritz Meyer On The Market Turmoil
Webinars
harmonyharmony   August 23, 2015
(Updated: August 23, 2015)
5.0
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Fritz Meyer Economic And Investment Update, August 2015
Webinars
harmonyharmony   August 10, 2015
(Updated: August 10, 2015)
4.0
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IRAs, Roth IRAs And Investment Advisors
Webinars
harmonyharmony   June 01, 2015
(Updated: June 01, 2015)
5.0
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Fritz Meyer Economic And Investment Update, May 2015
Webinars
harmonyharmony   May 11, 2015
(Updated: May 11, 2015)
5.0
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Fritz Meyer Economic And Investment Update, March 2015
Webinars
harmonyharmony   March 09, 2015
(Updated: March 09, 2015)
5.0
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2015 Tax Traps, Tips, And Tricks For Investment Advisers
Webinars
harmonyharmony   February 26, 2015
(Updated: February 26, 2015)
4.0
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How To Run An RIA Utilizing Tax-Efficient Investment Techniques
Webinars
harmonyharmony   February 19, 2015
(Updated: February 19, 2015)
4.0
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Fritz Meyer Economic And Investment Update, February 2015
Webinars
harmonyharmony   February 09, 2015
(Updated: February 09, 2015)
5.0
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great

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Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits
Webinars
harmonyharmony   January 12, 2015
(Updated: January 12, 2015)
5.0
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great but too long

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88 results - showing 51 - 75  
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