Reviews written by richardd253

10 results - showing 1 - 10  
 
 
Income & Estate Tax Strategies For The Year
Webinars
richardd253richardd253   February 02, 2012
(Updated: February 02, 2012)
5.0
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Useful info!

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Building A Better Balanced Portfolio
Webinars
richardd253richardd253   April 07, 2011
(Updated: April 07, 2011)
5.0
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Very informative and thought-provoking

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The History Of Manager Due Diligence And Where We Went Wrong
Webinars
richardd253richardd253   February 10, 2011
(Updated: February 10, 2011)
4.0
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Interesting concepts.

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New Law Means Advisors Must Battle Client Indifference To Estate Planning
Webinars
richardd253richardd253   January 27, 2011
(Updated: January 27, 2011)
4.0
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Interesting, although more relevant for those working with very wealthy clients.

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The Death Of Buy & Hold Has Been Greatly Exaggerated
Webinars
richardd253richardd253   January 06, 2011
(Updated: January 06, 2011)
5.0
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Great info! Wish I could get a copy of his slides!

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Asset Protection Using Domestic Trusts
Webinars
richardd253richardd253   October 21, 2010
(Updated: October 21, 2010)
5.0
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Very informative!

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Year-End Tax Moves For 2010
Webinars
richardd253richardd253   September 30, 2010
(Updated: September 30, 2010)
5.0
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Good info!

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Appointing A Trust Protector To Improve Estate Plans
Webinars
richardd253richardd253   June 03, 2010
(Updated: June 03, 2010)
5.0
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Very well done!

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Tactical Asset Allocation In Today's Market
Webinars
richardd253richardd253   March 04, 2010
(Updated: March 04, 2010)
5.0
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A LOT of info was provided in a relatively short period of time Very good presentation.

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Precious Metals: Can The Rally Continue?
Webinars
richardd253richardd253   January 14, 2010
(Updated: January 14, 2010)
5.0
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It was well done considering the amount of "facts and figures" it entailed.

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10 results - showing 1 - 10