Reviews written by wilbertmcze

I missed his last few so the update was helpful, particularly, the summary of President Biden's "go big" proposed legislation and how it will be funded.

Very valuable! Gave me a much clearer understanding of standard deviation/risk/volatility as it relates to the mutual funds that I use for my clients.

In a tax environment that is in flux, very valuable information.

I always learn and remember what I kind of knew when I attend Fritz's presentation. Extremely valuable information in guiding my financial planning clients.

This is only my 2nd time attending one of his webinar. This was excellent and very valuable. For my BD I would have to get compliance approval to...

Very useful information, particularly given that there is so much uncertainty due to political unknowns.

Very clear in explaining the major themes

Clear and excellent as usual!

Good information!...But a lot of it did not apply to my mostly middle income clientele.

I got the bigger ideas but I think I am going to listen to it again because the charts comparing different tax law scenarios for Roth conversions got a...

Good information. The individual features of the legislation were more relevant to my practice.

Provided useful information on how to navigate the changes brought by the Secure Act.

Provided useful information on how to navigate the changes brought by the Secure Act.

I just rejoined A4A. Fritz's presentation excellent and very, very helpful...as usual!!!

Definitely helped to increase my knowledge base about this subject.

Valuable analysis!

Very enlightening...as usual!

Due to scheduling and travel, I have missed some of Fritz's recent webinars. That's unfortunate because I always get tremendous value from the information and analysis he provides.

Valuable information!

I always learn a lot from Fritz's webinars. I feel that he is very dedicated to his field and presents well thought out and researched information to those attending....

It has been a while since I attended one of Fritz's webinar. It always impresses me on how he can make such dry material so interesting! His objective...

Lot of valuable information, not enough time to cover the topics in depth.

Excellent presentation and well organized ways of looking at the issues pertainent to retirement income planning.

I always try my best to catch Fritz's webinars. They are excellent and very valuable to my knowledge base as an advisor.

I try to attend Frtiz's webinar whenever possible. I find the information valuable and he has a way of making dry numbers and technical information understandable and interesting....