Reviews written by agentpook

92 results - showing 76 - 92  
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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
Webinars
agentpookagentpook   January 09, 2017
(Updated: January 09, 2017)
5.0
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Loved it!

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Fritz Meyer Economic Update, December 2016
Webinars
agentpookagentpook   December 12, 2016
(Updated: December 12, 2016)
5.0
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Rebalancing: An Act Of Courage
Webinars
agentpookagentpook   November 29, 2016
(Updated: November 29, 2016)
3.0
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Designing Portfolios For Accumulation And Distribution Lifecycles
Webinars
agentpookagentpook   October 26, 2016
(Updated: October 26, 2016)
5.0
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Improving After-Tax Returns
Webinars
agentpookagentpook   October 23, 2016
(Updated: October 23, 2016)
5.0
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FLPs Out! Act Now On Valuation Discounts
Webinars
agentpookagentpook   September 29, 2016
(Updated: September 29, 2016)
5.0
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Inflation And Investing Since 1970
Webinars
agentpookagentpook   September 28, 2016
(Updated: September 28, 2016)
4.0
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Tax-Efficient Retirement Income And Portfolio Drawdown Techniques
Webinars
agentpookagentpook   June 28, 2016
(Updated: June 28, 2016)
5.0
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Great!

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Defining A Fiduciary-Level Of Diversification
Webinars
agentpookagentpook   May 25, 2016
(Updated: May 25, 2016)
3.0
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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
agentpookagentpook   May 24, 2016
(Updated: May 24, 2016)
3.0
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Technology, Financial Professionals, And Client Engagement
Webinars
agentpookagentpook   February 18, 2016
(Updated: February 18, 2016)
3.0
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What Markets Are Completely Missing About 2016
Webinars
agentpookagentpook   January 07, 2016
(Updated: January 07, 2016)
5.0
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Very nice presentation

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Practice Strategies For Financial Planners
Webinars
agentpookagentpook   December 17, 2015
(Updated: December 17, 2015)
4.0
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Fritz Meyer Economic And Investment Update, December 2015
Webinars
agentpookagentpook   December 07, 2015
(Updated: December 07, 2015)
3.0
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Estate Plans Of The Rich And Famous
Webinars
agentpookagentpook   November 19, 2015
(Updated: November 19, 2015)
3.0
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Entertaining but not useful

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Fritz Meyer Economic And Investment Update, November 2015
Webinars
agentpookagentpook   November 09, 2015
(Updated: November 09, 2015)
3.0
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Year-End Tax Planning For Investment Advisers
Webinars
agentpookagentpook   August 27, 2015
(Updated: August 27, 2015)
5.0
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Very good.

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92 results - showing 76 - 92  
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