Reviews written by jeffreya610

16 results - showing 1 - 16  
 
 
August 2011 Economy Update From Fritz Meyer
Webinars
jeffreya610jeffreya610   August 08, 2011
(Updated: August 08, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Crucial Concepts In Prudent Asset Allocation
Webinars
jeffreya610jeffreya610   May 12, 2011
(Updated: May 12, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Clearly Ron knows his stuff, but wasn't particularly clear to me what I was to take away from the webinar. Perhaps too much too fast? (or perhaps simply over...

Read Review Comments (0)
April 2011 Economy Update With Fritz Meyer
Webinars
jeffreya610jeffreya610   April 14, 2011
(Updated: April 14, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Best webinar this year--lots of great information packed into an hour.

Read Review Comments (0)
Building A Better Balanced Portfolio
Webinars
jeffreya610jeffreya610   April 07, 2011
(Updated: April 07, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
10 Tax-Efficient Strategies For Advisors To High-Net-Worth Investors
Webinars
jeffreya610jeffreya610   March 03, 2011
(Updated: March 03, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
The Death Of Buy & Hold Has Been Greatly Exaggerated
Webinars
jeffreya610jeffreya610   January 06, 2011
(Updated: January 06, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
2011 Compliance Planning
Webinars
jeffreya610jeffreya610   December 16, 2010
(Updated: December 16, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
State Securities Chiefs Speak About RIA Regulatory Overhaul
Webinars
jeffreya610jeffreya610   December 02, 2010
(Updated: December 02, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
The New Form ADV Part 2
Webinars
jeffreya610jeffreya610   November 11, 2010
(Updated: November 11, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Creating Financial Plans Based On Economic Scenarios
Webinars
jeffreya610jeffreya610   October 07, 2010
(Updated: October 07, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Year-End Tax Moves For 2010
Webinars
jeffreya610jeffreya610   September 30, 2010
(Updated: September 30, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Cost-Effective Rebalancing To Improve After-Tax Returns & Client Satisfaction
Webinars
jeffreya610jeffreya610   September 15, 2010
(Updated: September 15, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Roth IRA: Beyond The Basics
Webinars
jeffreya610jeffreya610   June 10, 2010
(Updated: June 10, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
A Roundup Of Leading Advisor CRM Systems
Webinars
jeffreya610jeffreya610   February 11, 2010
(Updated: February 11, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
The 401k Upheaval And How It Affects Advisors
Webinars
jeffreya610jeffreya610   January 07, 2010
(Updated: January 07, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Embedding Processes In Your CRM
Webinars
jeffreya610jeffreya610   November 05, 2009
(Updated: November 05, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
16 results - showing 1 - 16