Reviews written by cathyp305

40 results - showing 1 - 25  
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As Inflation Raises Recession Fears, Fritz Meyer Reviews May 2022 Financial Economic Conditions
Webinars
cathyp305cathyp305   May 02, 2022
10
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excellent and timely materials

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Year End Tax Planning For The Other 99%
Webinars
cathyp305cathyp305   October 20, 2021
10
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Always great

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2021 Outlook, CE For Financial Professionals Only
Webinars
cathyp305cathyp305   January 11, 2021
10
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Urgent Planning Considerations In Light Of A Biden Administration
Webinars
cathyp305cathyp305   November 16, 2020
10
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2020 Post-Election Tax Planning CE For Professionals
Webinars
cathyp305cathyp305   November 11, 2020
10
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Managing Capital Gains In 2020 And Beyond
Webinars
cathyp305cathyp305   October 07, 2020
10
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always informative

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Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice
Webinars
cathyp305cathyp305   September 14, 2020
9.0
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I may consider a product demo

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The New Math Driving 2020 Roth Conversions
Webinars
cathyp305cathyp305   July 08, 2020
10
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Keebler never disappoints, great stuff

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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
cathyp305cathyp305   June 08, 2020
10
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always love this session

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PPP Update For Advisors, June Edition
Webinars
cathyp305cathyp305   June 03, 2020
10
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Awesome info

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Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)
Webinars
cathyp305cathyp305   January 13, 2020
10
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Tax And Estate Planning For IRAs After The SECURE Act
Webinars
cathyp305cathyp305   January 08, 2020
5.0
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Timely

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How The New Tax Law Affects Year-End Planning
Webinars
cathyp305cathyp305   November 01, 2017
(Updated: November 01, 2017)
5.0
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Great timely info. Would love copy of slides.

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Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios
Webinars
cathyp305cathyp305   June 21, 2017
(Updated: June 21, 2017)
5.0
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Great as usual. Would definitely love to see session on NUA.

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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
cathyp305cathyp305   June 04, 2017
(Updated: June 04, 2017)
5.0
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Keebler always top notch

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

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What Markets Are Completely Missing About 2016
Webinars
cathyp305cathyp305   January 07, 2016
(Updated: January 07, 2016)
5.0
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Very informative, timely and great delivery.

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Advisors No Longer Should Ignore Google+
Webinars
cathyp305cathyp305   May 21, 2015
(Updated: May 21, 2015)
5.0
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Tax Planning For Concentrated Low-Basis Positions, Options, And Margin Accounts
Webinars
cathyp305cathyp305   March 19, 2015
(Updated: March 19, 2015)
5.0
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A bit too technical for me, but good stuff

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With Interest Rates Expected To Rise, Should You Avoid Bonds?
Webinars
cathyp305cathyp305   January 24, 2013
(Updated: January 24, 2013)
4.0
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-

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Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update
Webinars
cathyp305cathyp305   July 05, 2012
(Updated: July 05, 2012)
5.0
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Excellent and timely

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Tax Strategies For Business Owners
Webinars
cathyp305cathyp305   June 21, 2012
(Updated: June 21, 2012)
5.0
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-

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The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios
Webinars
cathyp305cathyp305   May 17, 2012
(Updated: May 17, 2012)
5.0
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sobering reality check on withdrawal rates...I'm depressed now

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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)
5.0
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great as always

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Gresham's Model For A Healthy Relationship With Money
Webinars
cathyp305cathyp305   March 22, 2012
(Updated: March 22, 2012)
5.0
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40 results - showing 1 - 25  
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