Reviews written by rbarry219

42 results - showing 1 - 25  
 
 
2021 Outlook, CE For Financial Professionals Only
Webinars
rbarry219rbarry219   January 11, 2021
8.0
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Good info - much to think about.

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Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
rbarry219rbarry219   September 09, 2020
8.0
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With Covid-Crisis Recession Ending Now, What's Ahead?
Webinars
rbarry219rbarry219   August 10, 2020
9.0
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Interesting, for sure!

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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
rbarry219rbarry219   April 13, 2020
8.0
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Liked putting in the context of long term analysis.

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Fritz Meyer Economic Update, June 2019
Webinars
rbarry219rbarry219   June 10, 2019
4.0
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Fritz Meyer Quarterly Economic Update, April 2019 (Two Credits)
Webinars
rbarry219rbarry219   April 08, 2019
5.0
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Fritz Meyer Economic Update, March 2019
Webinars
rbarry219rbarry219   March 11, 2019
4.0
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Fritz Meyer Economic Update, May 2017
Webinars
rbarry219rbarry219   May 08, 2017
(Updated: May 08, 2017)
5.0
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good - relieved some of my current angst!

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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
Webinars
rbarry219rbarry219   January 09, 2017
(Updated: January 09, 2017)
4.0
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Very good - back to reality!

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Fritz Meyer Economic And Investment Update, February 2016
Webinars
rbarry219rbarry219   February 08, 2016
(Updated: February 08, 2016)
5.0
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Very good - sorry we lost the tail end of the presentation!

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Getting 2016 Off To A Compliant Start
Webinars
rbarry219rbarry219   January 20, 2016
(Updated: January 20, 2016)
5.0
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As the CCO of a new RIA, I found it very useful . . . and overwhelming with respect to the tasks ahead!

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Fritz Meyer's 4Q2015 Roundup (2 CPE credits)
Webinars
rbarry219rbarry219   January 11, 2016
(Updated: January 11, 2016)
5.0
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great balance for the media pundits!

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Fritz Meyer Economic And Investment Update, November 2015
Webinars
rbarry219rbarry219   November 09, 2015
(Updated: November 09, 2015)
5.0
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Great - Fritz provided strong data consistent with my thoughts on overall lower investment returns going forward. Sad, but likely to be true!

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Fritz Meyer's 4Q2014 Analysis Webinar -- Two CE Credits
Webinars
rbarry219rbarry219   October 13, 2014
(Updated: October 13, 2014)
4.0
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Fritz Meyer Economic And Investment Update, September 2014
Webinars
rbarry219rbarry219   September 08, 2014
(Updated: September 08, 2014)
5.0
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Hard to hear Fritz' audio this time!

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LinkedIn For RIAs, Ninja-Style
Webinars
rbarry219rbarry219   July 24, 2014
(Updated: July 24, 2014)
5.0
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Making Your RIA GIPS® Compliant
Webinars
rbarry219rbarry219   June 05, 2014
(Updated: June 05, 2014)
4.0
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Good, and a scary subject! :)

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Fritz Meyer Economic And Investment Update, May 2014
Webinars
rbarry219rbarry219   May 12, 2014
(Updated: May 12, 2014)
5.0
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Fritz Meyer Economic And Investment Update, March 2014
Webinars
rbarry219rbarry219   March 10, 2014
(Updated: March 10, 2014)
4.0
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Fritz Meyer Economic And Investment Update, November 2013
Webinars
rbarry219rbarry219   November 11, 2013
(Updated: November 11, 2013)
4.0
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Year-End Tax Planning Strategies
Webinars
rbarry219rbarry219   August 15, 2013
(Updated: August 15, 2013)
4.0
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Fritz Meyer Economic & Investment Update, July 2013
Webinars
rbarry219rbarry219   July 08, 2013
(Updated: July 08, 2013)
5.0
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Getting Clear About The Cloud For Advisors
Webinars
rbarry219rbarry219   June 13, 2013
(Updated: June 13, 2013)
4.0
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Fritz Meyer's Monthly Economic Update And Investment Outlook For May 2013
Webinars
rbarry219rbarry219   May 13, 2013
(Updated: May 13, 2013)
4.0
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From Efficient To Effective: Building A Multi-Asset Portfolio
Webinars
rbarry219rbarry219   May 09, 2013
(Updated: May 09, 2013)
4.0
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42 results - showing 1 - 25