Reviews written by mariorhernandez

Getting Clear About The Cloud For Advisors

Webinars

mariorhernandez June 13, 2013
(Updated: June 13, 2013)

5.0
Average Attendee Rating
Poor	Average	Excellent

Intriguing concept. Great idea to be able to work without having a physical server.

Read Review Comments (0)

Fritz Meyer Economic & Investment Update, June 2013

Webinars

mariorhernandez June 10, 2013
(Updated: June 10, 2013)

4.0
Average Attendee Rating
Poor	Average	Excellent

Excellent presentation.

Read Review Comments (0)

Document Management Software For RIAs: Why You Need It And How To Implement It

Webinars

mariorhernandez June 06, 2013
(Updated: June 06, 2013)

3.0
Average Attendee Rating
Poor	Average	Excellent

It was fine.

Read Review Comments (0)

Deploying Your Own Private Cloud

Webinars

mariorhernandez May 16, 2013
(Updated: May 16, 2013)

4.0
Average Attendee Rating
Poor	Average	Excellent

Good general information, but was somewhat technical. Did not understand a number of terms used.

Read Review Comments (0)

Fritz Meyer's Monthly Economic Update And Investment Outlook For May 2013

Webinars

mariorhernandez May 13, 2013
(Updated: May 13, 2013)

4.0
Average Attendee Rating
Poor	Average	Excellent

Good information.

Read Review Comments (0)

From Efficient To Effective: Building A Multi-Asset Portfolio

Webinars

mariorhernandez May 09, 2013
(Updated: May 09, 2013)

4.0
Average Attendee Rating
Poor	Average	Excellent

Good presentation.

Read Review Comments (0)

Income Shifting With Trusts & Partnerships

Webinars

mariorhernandez May 02, 2013
(Updated: May 02, 2013)

4.0
Average Attendee Rating
Poor	Average	Excellent

Good information

Read Review Comments (0)

Fritz Meyer's Monthly Economic Update And Investment Outlook For April 2013

Webinars

mariorhernandez April 08, 2013
(Updated: April 08, 2013)

4.0
Average Attendee Rating
Poor	Average	Excellent

Excellent economic and market update.

Read Review Comments (0)

Keebler’s Analysis Of 2013 Tax Planning Opportunities

Webinars

mariorhernandez February 28, 2013
(Updated: February 28, 2013)

4.0
Average Attendee Rating
Poor	Average	Excellent

Good presentation

Read Review Comments (0)

A New Approach To Safe Retirement Withdrawal Rates

Webinars

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

5.0
Average Attendee Rating
Poor	Average	Excellent

Very interesting research.

Read Review Comments (0)

Fritz Meyer's Monthly Economic Update And Investment Outlook For February 2013

Webinars

mariorhernandez February 11, 2013
(Updated: February 11, 2013)

5.0
Average Attendee Rating
Poor	Average	Excellent

Excellent economic update.

Read Review Comments (0)

Data Security For Financial Advisors

Webinars

mariorhernandez February 07, 2013
(Updated: February 07, 2013)

5.0
Average Attendee Rating
Poor	Average	Excellent

Excellent webinar on security to use to protect client data and computer systems.

Read Review Comments (0)

Keebler On 2013 Tax Law Changes

Webinars

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

5.0
Average Attendee Rating
Poor	Average	Excellent

Excellent review of the tax changes.

Read Review Comments (0)

Fritz Meyer's Economic Update And Investment Outlook For January 2013

Webinars

mariorhernandez January 07, 2013
(Updated: January 07, 2013)

5.0
Average Attendee Rating
Poor	Average	Excellent

Excellent economic update.

Read Review Comments (0)

Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2012

Webinars

mariorhernandez December 10, 2012
(Updated: December 10, 2012)

5.0
Average Attendee Rating
Poor	Average	Excellent

Excellent economic update.

Read Review Comments (0)

10 Common Questions About Taxation Now

Webinars

mariorhernandez December 06, 2012
(Updated: December 06, 2012)

4.0
Average Attendee Rating
Poor	Average	Excellent

Excellent tax update!

Read Review Comments (0)

Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2012

Webinars

mariorhernandez November 12, 2012
(Updated: November 12, 2012)

4.0
Average Attendee Rating
Poor	Average	Excellent

Very good interpretation of the ecnomic data.

Read Review Comments (0)

Portfolio Design, Asset-Class Performance And Correlations And Rebalancing

Webinars

mariorhernandez November 08, 2012
(Updated: November 08, 2012)

5.0
Average Attendee Rating
Poor	Average	Excellent

Excellent presentation. Compelling concept.

Read Review Comments (0)

Monthly Economic Update And Investment Outlook From Fritz Meyer For October 2012

Webinars

mariorhernandez October 08, 2012
(Updated: October 08, 2012)

5.0
Average Attendee Rating
Poor	Average	Excellent

Excellent presentation and charts!

Read Review Comments (0)

Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012

Webinars

mariorhernandez September 10, 2012
(Updated: September 10, 2012)

4.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Year End Income Tax Planning

Webinars

mariorhernandez September 06, 2012
(Updated: September 06, 2012)

4.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012

Webinars

mariorhernandez August 13, 2012
(Updated: August 13, 2012)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Understanding The 3.8% Excise Tax

Webinars

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

5.0
Average Attendee Rating
Poor	Average	Excellent

Excellent presentation and material.

Read Review Comments (0)

How An RIA Garnered $110 Million AUM In Two Years Using Mindmaps

Webinars

mariorhernandez July 26, 2012
(Updated: July 26, 2012)

4.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

How Can Fiduciaries Protect Clients From Overpaying For Life Insurance?

Webinars

mariorhernandez July 12, 2012
(Updated: July 12, 2012)

4.0
Average Attendee Rating
Poor	Average	Excellent

Interesting concept. Might be useful for a futue client case.

Read Review Comments (0)