Reviews written by roberts979

219 results - showing 101 - 125  
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IRAs And Roth IRAs After A Client Dies
Webinars
roberts979roberts979   March 23, 2017
(Updated: March 23, 2017)
4.0
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Portfolio Survival With A Fixed Or CPI-Indexed COLA, Or RMD-Based Withdrawals
Webinars
roberts979roberts979   February 22, 2017
(Updated: February 22, 2017)
4.0
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Fritz Meyer Economic Update, February 2017
Webinars
roberts979roberts979   February 13, 2017
(Updated: February 13, 2017)
5.0
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Low-Expense Portfolio Design For RIAs
Webinars
roberts979roberts979   January 25, 2017
(Updated: January 25, 2017)
4.0
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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
Webinars
roberts979roberts979   January 09, 2017
(Updated: January 09, 2017)
5.0
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Fritz Meyer Economic Update, December 2016
Webinars
roberts979roberts979   December 12, 2016
(Updated: December 12, 2016)
5.0
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Fritz Meyer Special Session: Donald J. Trump's Victory
Webinars
roberts979roberts979   November 08, 2016
(Updated: November 08, 2016)
5.0
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Fritz Meyer Economic Update, November 2016
Webinars
roberts979roberts979   November 07, 2016
(Updated: November 07, 2016)
5.0
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FLPs Out! Act Now On Valuation Discounts
Webinars
roberts979roberts979   September 29, 2016
(Updated: September 29, 2016)
2.0
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Fritz Meyer Economic Update, September 2016
Webinars
roberts979roberts979   September 12, 2016
(Updated: September 12, 2016)
5.0
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2016 Year-End Tax Planning For Investment Advisors
Webinars
roberts979roberts979   August 25, 2016
(Updated: August 25, 2016)
5.0
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Fritz Meyer Economic Update, August 2016
Webinars
roberts979roberts979   August 08, 2016
(Updated: August 08, 2016)
5.0
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Fritz Meyer's 2Q 2016 Economic Roundup (Two credits)
Webinars
roberts979roberts979   July 11, 2016
(Updated: July 11, 2016)
5.0
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Fritz Meyer Economic And Investment Update, June 2016
Webinars
roberts979roberts979   June 13, 2016
(Updated: June 13, 2016)
5.0
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Fritz Meyer Economic And Investment Update, May 2016
Webinars
roberts979roberts979   May 09, 2016
(Updated: May 09, 2016)
5.0
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Retirement Portfolio Torture Test, 1970-2015
Webinars
roberts979roberts979   April 27, 2016
(Updated: April 27, 2016)
5.0
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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)
Webinars
roberts979roberts979   April 11, 2016
(Updated: April 11, 2016)
5.0
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IRAs And Roth IRAs After A Client Dies
Webinars
roberts979roberts979   March 30, 2016
(Updated: March 30, 2016)
5.0
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Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods
Webinars
roberts979roberts979   March 23, 2016
(Updated: March 23, 2016)
5.0
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Fritz Meyer Economic And Investment Update, February 2016
Webinars
roberts979roberts979   February 08, 2016
(Updated: February 08, 2016)
5.0
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2015 Asset-Class Performance Versus 5-, 10-, and 15-Year Periods
Webinars
roberts979roberts979   January 27, 2016
(Updated: January 27, 2016)
5.0
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2015 Asset-Class Performance Versus 5-, 10-, and 15-Year Periods
Webinars
roberts979roberts979   January 27, 2016
(Updated: January 27, 2016)
5.0
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2016 Global Market Outlook With Russell Investments
Webinars
roberts979roberts979   January 21, 2016
(Updated: January 21, 2016)
5.0
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Fritz Meyer's 4Q2015 Roundup (2 CPE credits)
Webinars
roberts979roberts979   January 11, 2016
(Updated: January 11, 2016)
5.0
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Fritz Meyer Economic And Investment Update, December 2015
Webinars
roberts979roberts979   December 07, 2015
(Updated: December 07, 2015)
5.0
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219 results - showing 101 - 125  
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