Reviews written by wilbertmcze

Gave a valuable big-picture overview of what is happening and what might happen which I can use in conversations with my clients.

Extremely timely and valuable.

Answered the important concerns.

Well presented and logical

Insightful and valuable as usual.

Very Timely! I am working on a financial plan for a client with a large pension income and a million dollar plus retirement plan that she will never...

It was a good introduction to the topic that I am familiar with. I did learn some new information that will be of value to my practice.

Topic was very valuable because I am addressing this IRA distribution challenge in my practice.

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...

Gave a valuable big-picture overview of what is happening and what might happen which I can use in conversations with my clients.

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.