Reviews written by wilbertmcze

38 results - showing 1 - 25  
 
 
wilbertmczewilbertmcze   January 25, 2021
10
Average Attendee Rating
Poor Average Excellent

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.

wilbertmczewilbertmcze   January 20, 2021
10
Average Attendee Rating
Poor Average Excellent

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

wilbertmczewilbertmcze   January 11, 2021
10
Average Attendee Rating
Poor Average Excellent

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.

wilbertmczewilbertmcze   November 18, 2020
10
Average Attendee Rating
Poor Average Excellent

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...

wilbertmczewilbertmcze   November 11, 2020
10
Average Attendee Rating
Poor Average Excellent

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

wilbertmczewilbertmcze   November 09, 2020
9.0
Average Attendee Rating
Poor Average Excellent

Very clear in explaining the major themes

wilbertmczewilbertmcze   October 12, 2020
10
Average Attendee Rating
Poor Average Excellent

Clear and excellent as usual!

wilbertmczewilbertmcze   August 05, 2020
10
Average Attendee Rating
Poor Average Excellent

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

wilbertmczewilbertmcze   July 08, 2020
9.0
Average Attendee Rating
Poor Average Excellent

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...

wilbertmczewilbertmcze   April 01, 2020
9.0
Average Attendee Rating
Poor Average Excellent

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

wilbertmczewilbertmcze   February 19, 2020
9.0
Average Attendee Rating
Poor Average Excellent

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

wilbertmczewilbertmcze   February 12, 2020
9.0
Average Attendee Rating
Poor Average Excellent

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

wilbertmczewilbertmcze   January 13, 2020
10
Average Attendee Rating
Poor Average Excellent

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

wilbertmczewilbertmcze   November 20, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Definitely helped to increase my knowledge base about this subject.

wilbertmczewilbertmcze   December 25, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Valuable analysis!

wilbertmczewilbertmcze   December 10, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Very enlightening...as usual!

wilbertmczewilbertmcze   October 08, 2018
5.0
Average Attendee Rating
Poor Average Excellent

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.

wilbertmczewilbertmcze   June 11, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Valuable information!

wilbertmczewilbertmcze   April 09, 2018
5.0
Average Attendee Rating
Poor Average Excellent

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....

wilbertmczewilbertmcze   April 10, 2017
(Updated: April 10, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

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...

wilbertmczewilbertmcze   August 25, 2016
(Updated: August 25, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

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

wilbertmczewilbertmcze   January 16, 2014
(Updated: January 16, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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

wilbertmczewilbertmcze   January 13, 2014
(Updated: January 13, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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

wilbertmczewilbertmcze   November 11, 2013
(Updated: November 11, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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....

wilbertmczewilbertmcze   November 07, 2013
(Updated: November 07, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

I thought it was valuable to me as an advisor focusing on retirement income planning strategies.

38 results - showing 1 - 25