Reviews written by cathyp305

34 results - showing 1 - 25  
 
 
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

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The New Math Driving 2020 Roth Conversions
Webinars
cathyp305cathyp305   July 08, 2020
Rating 
 
 
10.0

Keebler never disappoints, great stuff

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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
cathyp305cathyp305   June 08, 2020
Rating 
 
 
10.0

always love this session

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PPP Update For Advisors, June Edition
Webinars
cathyp305cathyp305   June 03, 2020
Rating 
 
 
10.0

Awesome info

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

Timely

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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.

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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.

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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

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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)
Rating 
 
 
5.0

great

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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.

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Advisors No Longer Should Ignore Google+
Webinars
cathyp305cathyp305   May 21, 2015
(Updated: May 21, 2015)
Rating 
 
 
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)
Rating 
 
 
5.0

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)
Rating 
 
 
4.0

-

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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)
Rating 
 
 
5.0

Excellent and timely

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

-

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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)
Rating 
 
 
5.0

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)
Rating 
 
 
5.0

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)
Rating 
 
 
5.0

-

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

-

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

-

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

-

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PortfolioCenter
Portfolio Management
cathyp305cathyp305   April 20, 2011
Overall rating 
 
 
3.8
Company 
 
 
4.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Solid Solution, but Reports Can Be Better

would recommend to new or experienced advisors alike

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Japan's Disaster, Saudi Revolution, And Other Scenarios: Forecasting Their Effects On Portfolios
Webinars
cathyp305cathyp305   March 17, 2011
(Updated: March 17, 2011)
Rating 
 
 
5.0

Excellent presentation and really amazing product! I signed up while on the webinar. Great stuff!

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Creating Financial Plans Based On Economic Scenarios
Webinars
cathyp305cathyp305   October 07, 2010
(Updated: October 07, 2010)
Rating 
 
 
4.0

-

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34 results - showing 1 - 25