Reviews written by harmony

88 results - showing 76 - 88  
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Fritz Meyer Economic And Investment Update, December 2014
Webinars
harmonyharmony   December 08, 2014
(Updated: December 08, 2014)
4.0
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Fritz Meyer's 4Q2014 Analysis Webinar -- Two CE Credits
Webinars
harmonyharmony   October 13, 2014
(Updated: October 13, 2014)
4.0
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great

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Fritz Meyer Economic And Investment Update, September 2014
Webinars
harmonyharmony   September 08, 2014
(Updated: September 08, 2014)
4.0
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Poor Average Excellent

-

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Bracket Management And Tax-Aware Investing
Webinars
harmonyharmony   April 24, 2014
(Updated: April 24, 2014)
5.0
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great

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The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach
Webinars
harmonyharmony   February 06, 2014
(Updated: February 06, 2014)
3.0
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not a great presenter, went through the examples too quickly, hard to see the program screen

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Fritz Meyer's Monthly Economic Update And Investment Outlook For March 2013
Webinars
harmonyharmony   March 11, 2013
(Updated: March 11, 2013)
4.0
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very helpful

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Harold Evensky On What's New In Wealth Management
Webinars
harmonyharmony   July 28, 2011
(Updated: July 28, 2011)
4.0
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-

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The New Form ADV Part 2
Webinars
harmonyharmony   November 11, 2010
(Updated: November 11, 2010)
4.0
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very useful

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Cost-Effective Rebalancing To Improve After-Tax Returns & Client Satisfaction
Webinars
harmonyharmony   September 15, 2010
(Updated: September 15, 2010)
3.0
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should have said up front only good with portfolio center

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Performance Reporting For New RIAs
Webinars
harmonyharmony   February 17, 2010
(Updated: February 17, 2010)
5.0
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-

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A Roundup Of Leading Advisor CRM Systems
Webinars
harmonyharmony   February 11, 2010
(Updated: February 11, 2010)
4.0
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The New Estate Planning Landscape
Webinars
harmonyharmony   January 28, 2010
(Updated: January 28, 2010)
4.0
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It was great, exactly what I needed to make sense of what is going on.

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One Year After The Global Financial Crisis
Webinars
harmonyharmony   October 08, 2009
(Updated: October 08, 2009)
4.0
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88 results - showing 76 - 88  
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