Reviews written by cathyp305

37 results - showing 1 - 25  
 
 
Urgent Planning Considerations In Light Of A Biden Administration
Webinars
cathyp305cathyp305   November 16, 2020
Rating 
 
 
10.0
Read Review Comments (0)
2020 Post-Election Tax Planning CE For Professionals
Webinars
cathyp305cathyp305   November 11, 2020
Rating 
 
 
10.0
Read Review Comments (0)
Managing Capital Gains In 2020 And Beyond
Webinars
cathyp305cathyp305   October 07, 2020
Rating 
 
 
10.0

always informative

Read Review Comments (0)
Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice
Webinars
cathyp305cathyp305   September 14, 2020
Rating 
 
 
9.0

I may consider a product demo

Read Review Comments (0)
The New Math Driving 2020 Roth Conversions
Webinars
cathyp305cathyp305   July 08, 2020
Rating 
 
 
10.0

Keebler never disappoints, great stuff

Read Review Comments (0)
Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
cathyp305cathyp305   June 08, 2020
Rating 
 
 
10.0

always love this session

Read Review Comments (0)
PPP Update For Advisors, June Edition
Webinars
cathyp305cathyp305   June 03, 2020
Rating 
 
 
10.0

Awesome info

Read Review Comments (0)
Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)
Webinars
cathyp305cathyp305   January 13, 2020
Rating 
 
 
10.0
Read Review Comments (0)
Tax And Estate Planning For IRAs After The SECURE Act
Webinars
cathyp305cathyp305   January 08, 2020
Rating 
 
 
5.0

Timely

Read Review Comments (0)
How The New Tax Law Affects Year-End Planning
Webinars
cathyp305cathyp305   November 01, 2017
(Updated: November 01, 2017)
Rating 
 
 
5.0

Great timely info. Would love copy of slides.

Read Review Comments (0)
Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios
Webinars
cathyp305cathyp305   June 21, 2017
(Updated: June 21, 2017)
Rating 
 
 
5.0

Great as usual. Would definitely love to see session on NUA.

Read Review Comments (0)
Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
cathyp305cathyp305   June 04, 2017
(Updated: June 04, 2017)
Rating 
 
 
5.0

Keebler always top notch

Read Review Comments (0)
Portfolio Survival With A Fixed Or CPI-Indexed COLA, Or RMD-Based Withdrawals
Webinars
cathyp305cathyp305   February 22, 2017
(Updated: February 22, 2017)
Rating 
 
 
5.0

great

Read Review Comments (0)
What Markets Are Completely Missing About 2016
Webinars
cathyp305cathyp305   January 07, 2016
(Updated: January 07, 2016)
Rating 
 
 
5.0

Very informative, timely and great delivery.

Read Review Comments (0)
Advisors No Longer Should Ignore Google+
Webinars
cathyp305cathyp305   May 21, 2015
(Updated: May 21, 2015)
Rating 
 
 
5.0
Read Review Comments (0)
Tax Planning For Concentrated Low-Basis Positions, Options, And Margin Accounts
Webinars
cathyp305cathyp305   March 19, 2015
(Updated: March 19, 2015)
Rating 
 
 
5.0

A bit too technical for me, but good stuff

Read Review Comments (0)
With Interest Rates Expected To Rise, Should You Avoid Bonds?
Webinars
cathyp305cathyp305   January 24, 2013
(Updated: January 24, 2013)
Rating 
 
 
4.0

-

Read Review Comments (0)
Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update
Webinars
cathyp305cathyp305   July 05, 2012
(Updated: July 05, 2012)
Rating 
 
 
5.0

Excellent and timely

Read Review Comments (0)
Tax Strategies For Business Owners
Webinars
cathyp305cathyp305   June 21, 2012
(Updated: June 21, 2012)
Rating 
 
 
5.0

-

Read Review Comments (0)
The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios
Webinars
cathyp305cathyp305   May 17, 2012
(Updated: May 17, 2012)
Rating 
 
 
5.0

sobering reality check on withdrawal rates...I'm depressed now

Read Review Comments (0)
How Do Financial Advisors Compete In A World In Which Megatrends Can Make Your Head Explode?
Webinars
cathyp305cathyp305   May 03, 2012
(Updated: May 03, 2012)
Rating 
 
 
5.0

great as always

Read Review Comments (0)
Gresham's Model For A Healthy Relationship With Money
Webinars
cathyp305cathyp305   March 22, 2012
(Updated: March 22, 2012)
Rating 
 
 
5.0

-

Read Review Comments (0)
Income & Estate Tax Strategies For The Year
Webinars
cathyp305cathyp305   February 02, 2012
(Updated: February 02, 2012)
Rating 
 
 
5.0

-

Read Review Comments (0)
Adding Clients And Streamlining Processes In 2012
Webinars
cathyp305cathyp305   November 10, 2011
(Updated: November 10, 2011)
Rating 
 
 
4.0

-

Read Review Comments (0)
Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach
Webinars
cathyp305cathyp305   June 16, 2011
(Updated: June 16, 2011)
Rating 
 
 
3.0

-

Read Review Comments (0)
37 results - showing 1 - 25