Reviews written by wilbertmcze

44 results - showing 1 - 25  
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wilbertmczewilbertmcze   January 10, 2022
10
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Well presented and logical

wilbertmczewilbertmcze   September 13, 2021
10
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Insightful and valuable as usual.

wilbertmczewilbertmcze   August 18, 2021
10
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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...

wilbertmczewilbertmcze   July 21, 2021
10
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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.

wilbertmczewilbertmcze   June 16, 2021
10
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Topic was very valuable because I am addressing this IRA distribution challenge in my practice.

wilbertmczewilbertmcze   May 10, 2021
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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.

wilbertmczewilbertmcze   January 25, 2021
10
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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
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In a tax environment that is in flux, very valuable information.

wilbertmczewilbertmcze   January 11, 2021
10
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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
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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
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Very useful information, particularly given that there is so much uncertainty due to political unknowns.

wilbertmczewilbertmcze   November 09, 2020
9.0
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Very clear in explaining the major themes

wilbertmczewilbertmcze   October 12, 2020
10
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Clear and excellent as usual!

wilbertmczewilbertmcze   August 05, 2020
10
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Good information!...But a lot of it did not apply to my mostly middle income clientele.

wilbertmczewilbertmcze   July 08, 2020
9.0
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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
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Good information. The individual features of the legislation were more relevant to my practice.

wilbertmczewilbertmcze   February 19, 2020
9.0
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Provided useful information on how to navigate the changes brought by the Secure Act.

wilbertmczewilbertmcze   February 12, 2020
9.0
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Provided useful information on how to navigate the changes brought by the Secure Act.

wilbertmczewilbertmcze   January 13, 2020
10
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I just rejoined A4A. Fritz's presentation excellent and very, very helpful...as usual!!!

wilbertmczewilbertmcze   November 20, 2019
5.0
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Definitely helped to increase my knowledge base about this subject.

wilbertmczewilbertmcze   December 25, 2018
5.0
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Valuable analysis!

wilbertmczewilbertmcze   December 10, 2018
5.0
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Very enlightening...as usual!

wilbertmczewilbertmcze   October 08, 2018
5.0
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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
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Valuable information!

wilbertmczewilbertmcze   April 09, 2018
5.0
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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....

44 results - showing 1 - 25  
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