Reviews written by johnc732

Webinars

johnc732 December 03, 2015
(Updated: December 03, 2015)

5.0
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Fascinating !!!

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Fritz Meyer Economic And Investment Update, September 2015

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johnc732 September 07, 2015
(Updated: September 07, 2015)

4.0
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Good stuff

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China's Great Crash: Implications For The World Economy

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johnc732 August 26, 2015
(Updated: August 26, 2015)

4.0
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This was a 4 credit course in an hour...

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Fritz Meyer On The Market Turmoil

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johnc732 August 23, 2015
(Updated: August 23, 2015)

4.0
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Only Fritz can continue to positive spin on an 11% correction. I remain positive with my clients BUT I make sure we protect ourselves from the data that is...

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LEARN, COMMIT, SUSTAIN: Client Education And Retention

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johnc732 August 20, 2015
(Updated: August 20, 2015)

4.0
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Very Good - makes a complicated subject easy to understand and communicate to your client

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Positioning And Delivering Retirement Income With Clients

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johnc732 July 23, 2015
(Updated: July 23, 2015)

5.0
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Very valuable information to see where your practice stacks up.

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Fritz Meyer's 3Q2015 Analysis Webinar -- Two CE Credits

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johnc732 July 13, 2015
(Updated: July 13, 2015)

5.0
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Up to the moment charts that provides a clear snapshot of where were at and could be heading. Always a positive outlook

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The Fed, Greece and Interest Rates: What's Next?

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johnc732 July 09, 2015
(Updated: July 09, 2015)

3.0
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ok

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Boosting Your Bottom Line With Strategic Planning

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johnc732 June 18, 2015
(Updated: June 18, 2015)

5.0
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Great stuff !!!

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IRAs, Roth IRAs And Investment Advisors

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johnc732 June 01, 2015
(Updated: June 01, 2015)

5.0
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Retirement Portfolio Adequacy

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johnc732 May 14, 2015
(Updated: May 14, 2015)

5.0
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Craig makes the 7-12 investment model very easy to understand and explain.

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Fritz Meyer Economic And Investment Update, March 2015

Webinars

johnc732 March 09, 2015
(Updated: March 09, 2015)

5.0
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Always great stuff...

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How To Run An RIA Utilizing Tax-Efficient Investment Techniques

Webinars

johnc732 February 19, 2015
(Updated: February 19, 2015)

4.0
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very effective to overall portfolio designs

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Fritz Meyer Economic And Investment Update, February 2015

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johnc732 February 09, 2015
(Updated: February 09, 2015)

4.0
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Need more time

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A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)

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johnc732 January 22, 2015
(Updated: January 22, 2015)

5.0
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Awesome ! Bob covered so much material in a comprehensive manner yet made it understandable and not frustrating.

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The Investment Accident Waiting To Happen

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johnc732 January 15, 2015
(Updated: January 15, 2015)

5.0
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I'm SOLD !

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Volatile Times: Should You Adjust Your Allocation?

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johnc732 November 13, 2014
(Updated: November 13, 2014)

4.0
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-

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What Every Advisor Needs To Know About Self-Directed IRAs

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johnc732 July 17, 2014
(Updated: July 17, 2014)

5.0
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This is such a great topic and important in our 5 tier tax system...

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SEC's New RIA Guidance On Social Media

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johnc732 May 08, 2014
(Updated: May 08, 2014)

5.0
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Eye-opening materials...this is a must see again and again....

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Bracket Management And Tax-Aware Investing

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johnc732 April 24, 2014
(Updated: April 24, 2014)

5.0
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-

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Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements

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johnc732 April 10, 2014
(Updated: April 10, 2014)

4.0
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-

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Inflation And Asset Performance

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johnc732 April 03, 2014
(Updated: April 03, 2014)

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n/a

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Manager Selection And An Update On CFA Institute Initiatives For Advisors

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johnc732 March 20, 2014
(Updated: March 20, 2014)

5.0
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Great stuff - want more - deeper dive into the numbers and calculations.

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The Psychology Of Risk: The Behavioral Finance Perspective

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johnc732 February 27, 2014
(Updated: February 27, 2014)

4.0
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-

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An Advisor's Guide To The Proper Use Of Life Insurance

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johnc732 February 20, 2014
(Updated: February 20, 2014)

4.0
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yes, Bob...needs to stop saying "Basicly" before he starts every sentence. He's so much smarter than that.!!!

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