Reviews written by globalplanner

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globalplanner June 23, 2016
(Updated: June 23, 2016)

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Retirement Portfolio Torture Test, 1970-2015

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globalplanner April 27, 2016
(Updated: April 27, 2016)

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Disaster Planning For RIAs

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globalplanner April 07, 2016
(Updated: April 07, 2016)

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IRAs And Roth IRAs After A Client Dies

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globalplanner March 30, 2016
(Updated: March 30, 2016)

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Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods

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globalplanner March 23, 2016
(Updated: March 23, 2016)

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Technology, Financial Professionals, And Client Engagement

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globalplanner February 18, 2016
(Updated: February 18, 2016)

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Preparing 1040s: What Financial Advisors Must Know (2 CE credits)

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globalplanner January 28, 2016
(Updated: January 28, 2016)

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A Fiduciary's Guide To Serving Active And Retired U.S. Military

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globalplanner January 14, 2016
(Updated: January 14, 2016)

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Excellent intro on a topic that I have had little training on. Looking forward to more examples to absorb. It'd be good to also have a session on...

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Business-Owner Tax Rules Investment Advisors Must Know About For 2016

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globalplanner October 01, 2015
(Updated: October 01, 2015)

5.0
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As usual, there's insufficient time available for the wealth of info & learning. Still good to have the review.

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Year-End Tax Planning For Investment Advisers

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globalplanner August 27, 2015
(Updated: August 27, 2015)

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China's Great Crash: Implications For The World Economy

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globalplanner August 26, 2015
(Updated: August 26, 2015)

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Fritz Meyer Economic And Investment Update, August 2015

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globalplanner August 10, 2015
(Updated: August 10, 2015)

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Positioning And Delivering Retirement Income With Clients

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globalplanner July 23, 2015
(Updated: July 23, 2015)

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Tax Planning For Concentrated Low-Basis Positions, Options, And Margin Accounts

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globalplanner March 19, 2015
(Updated: March 19, 2015)

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Fritz Meyer Economic And Investment Update, March 2015

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globalplanner March 09, 2015
(Updated: March 09, 2015)

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2015 Tax Traps, Tips, And Tricks For Investment Advisers

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globalplanner February 26, 2015
(Updated: February 26, 2015)

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Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits

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globalplanner January 12, 2015
(Updated: January 12, 2015)

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Very well done as usual. Fritz, Don't mind the very few who criticize you about being repetitive. Based on the comments given, it appears to me that a...

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Data Breaches And Cyber-Liability For Advisors

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globalplanner January 08, 2015
(Updated: January 08, 2015)

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Protecting Your RIA From Cyber Threats

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globalplanner December 04, 2014
(Updated: December 04, 2014)

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Managing Clients Tax Effectively In 2015, And Year-End Reminders For 2014

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globalplanner November 20, 2014
(Updated: November 20, 2014)

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Volatile Times: Should You Adjust Your Allocation?

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globalplanner November 13, 2014
(Updated: November 13, 2014)

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Last Chance: Alert Widowed Clients Of Portability

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globalplanner October 30, 2014
(Updated: October 30, 2014)

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Optimizing Social Security Claims In Retirement Income Planning

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globalplanner October 16, 2014
(Updated: October 16, 2014)

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Fritz Meyer's 4Q2014 Analysis Webinar -- Two CE Credits

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globalplanner October 13, 2014
(Updated: October 13, 2014)

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Year-End Tax Planning Strategies For 2014

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globalplanner September 11, 2014
(Updated: September 11, 2014)

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