Reviews written by williamp707

144 results - showing 51 - 75  
« »  
 
Commodities Funds & ETFs Tips & Traps For Professionals
Webinars
williamp707williamp707   May 23, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Thanks for sharing the insights. Helpful!

Read Review Comments (0)
Fritz Meyer Quarterly Economic Update, April 2018 (Two Credits)
Webinars
williamp707williamp707   April 09, 2018
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Fritz Meyer Economic Update, March 2018
Webinars
williamp707williamp707   March 12, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Always learn something new and have assumptions validated. Thanks

Read Review Comments (0)
Fritz Meyer Quarterly Economic Update, October 2017 (Two Credits)
Webinars
williamp707williamp707   October 09, 2017
(Updated: October 09, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Great as always. What I appreciated most was the comparison of gold vs cash and fixed income. I also liked the efficient frontier comparison. Wish they were included...

Read Review Comments (0)
What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
Webinars
williamp707williamp707   July 19, 2017
(Updated: July 19, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent

Read Review Comments (0)
Fritz Meyer Quarterly Economic Update, April 2017 (Two Credits)
Webinars
williamp707williamp707   April 10, 2017
(Updated: April 10, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
2017 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
williamp707williamp707   February 23, 2017
(Updated: February 23, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent. Many of today's ideas confirmed some of my beliefs about Roth conversions and life insurance this year. Also, Bob just mentioned that he teaches using...

Read Review Comments (0)
Portfolio Survival With A Fixed Or CPI-Indexed COLA, Or RMD-Based Withdrawals
Webinars
williamp707williamp707   February 22, 2017
(Updated: February 22, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
With Massive Tax Cuts Looming, A 2017 Tax Filing Primer For IA Reps (Two Credits)
Webinars
williamp707williamp707   January 26, 2017
(Updated: January 26, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent

Read Review Comments (0)
Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
Webinars
williamp707williamp707   January 09, 2017
(Updated: January 09, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Fritz Meyer Economic Update, November 2016
Webinars
williamp707williamp707   November 07, 2016
(Updated: November 07, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Great

Read Review Comments (0)
Fritz Meyer Economic Update, August 2016
Webinars
williamp707williamp707   August 08, 2016
(Updated: August 08, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Defining A Fiduciary-Level Of Diversification
Webinars
williamp707williamp707   May 25, 2016
(Updated: May 25, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Fritz Meyer Economic And Investment Update, February 2016
Webinars
williamp707williamp707   February 08, 2016
(Updated: February 08, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Another sensational webinar

Read Review Comments (0)
Preparing 1040s: What Financial Advisors Must Know (2 CE credits)
Webinars
williamp707williamp707   January 28, 2016
(Updated: January 28, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Bob is always amazing!

Read Review Comments (0)
Fritz Meyer's 4Q2015 Roundup (2 CPE credits)
Webinars
williamp707williamp707   January 11, 2016
(Updated: January 11, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent as always

Read Review Comments (0)
Fritz Meyer Economic And Investment Update, November 2015
Webinars
williamp707williamp707   November 09, 2015
(Updated: November 09, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Always insightful. Excellent!

Read Review Comments (0)
China's Great Crash: Implications For The World Economy
Webinars
williamp707williamp707   August 26, 2015
(Updated: August 26, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Great

Read Review Comments (0)
LEARN, COMMIT, SUSTAIN: Client Education And Retention
Webinars
williamp707williamp707   August 20, 2015
(Updated: August 20, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent as always

Read Review Comments (0)
Fritz Meyer Economic And Investment Update, August 2015
Webinars
williamp707williamp707   August 10, 2015
(Updated: August 10, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent as always. Thanks,

Read Review Comments (0)
Fritz Meyer Economic And Investment Update, June 2015
Webinars
williamp707williamp707   June 08, 2015
(Updated: June 08, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Great as always.

Read Review Comments (0)
Fritz Meyer's 2Q2015 Analysis Webinar -- Two CE Credits
Webinars
williamp707williamp707   April 13, 2015
(Updated: April 13, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Fritz Meyer Economic And Investment Update, March 2015
Webinars
williamp707williamp707   March 09, 2015
(Updated: March 09, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
How To Run An RIA Utilizing Tax-Efficient Investment Techniques
Webinars
williamp707williamp707   February 19, 2015
(Updated: February 19, 2015)
4.0
Average Attendee Rating
Poor Average Excellent

Great content.

Read Review Comments (0)
144 results - showing 51 - 75  
« »