Reviews written by marcs713

124 results - showing 1 - 25  
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Data Dichotomy; Fritz Meyer Economic Update, April 2023
Webinars
marcs713marcs713   April 19, 2023
9.0
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Good

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Bob Keebler’s Monthly Tax & Financial Planning Course, Feb. 2023: Five Must Know Strategies For 2023
Webinars
marcs713marcs713   February 15, 2023
10
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Great

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Fritz Meyer Economic Update, February 2023
Webinars
marcs713marcs713   February 13, 2023
8.0
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Good

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50-Year Statistical History On A Seven-Asset Diversified Portfolio, Craig Israelsen’s Portfolio Management CE Course
Webinars
marcs713marcs713   January 24, 2023
8.0
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EARN Act (aka SECURE 2.0) Upends Retirement Planning; Bob Keebler’s Monthly Tax And Financial Planning Course, Jan. 2023
Webinars
marcs713marcs713   January 18, 2023
10
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15 Timely Tax Planning Concepts For 2023, Bob Keebler's December 2022 Update
Webinars
marcs713marcs713   December 14, 2022
10
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Fed Charts A Course Amid An Unusual Labor Shortage; Fritz Meyer Economic Update, December 2022
Webinars
marcs713marcs713   December 12, 2022
7.0
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Fine but too long

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Bond Fund Alternatives To Consider In A Low-Rate, High Inflation Economy: An Update
Webinars
marcs713marcs713   December 05, 2022
6.0
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IRAs At Death And Beyond, Bob Keebler’s July 2022 Tax Class
Webinars
marcs713marcs713   July 20, 2022
3.0
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These are proposed legislation and thus not relevant now...

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Financial Counseling Under Stressful Conditions; May 2022 Certified Financial Counselor Update (Class 1 of 4)
Webinars
marcs713marcs713   May 31, 2022
10
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Great!

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Taxation of Investments: An Overview
Webinars
marcs713marcs713   May 25, 2022
10
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Good

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Large-IRA Tax & Financial Planning Strategies; Robert Keebler, March 2022
Webinars
marcs713marcs713   March 16, 2022
10
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good

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Top Tax And Financial Planning Ideas For 2022, Robert Keebler's January 2022 CE Class
Webinars
marcs713marcs713   January 12, 2022
10
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Good

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Applying Financial Psychology In Current Conditions (1 Credit)
Webinars
marcs713marcs713   October 05, 2021
10
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awesome

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Financial Counseling Course Review & Implementation (1 Credit)
Webinars
marcs713marcs713   September 28, 2021
10
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Great!

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Working With Couples And Families (1 Credit)
Webinars
marcs713marcs713   September 21, 2021
10
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Great

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Mental Health Issues And Financial Counseling (1 Credit)
Webinars
marcs713marcs713   September 14, 2021
10
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great

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Are Stocks Overpriced? Fritz Meyer Economic Update, September 2021
Webinars
marcs713marcs713   September 13, 2021
9.0
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Good

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Investor Personality Part 2 (1 Credit)
Webinars
marcs713marcs713   August 31, 2021
10
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Fantastic!

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Asset Class Rotation On And Off The Efficient Frontier, 2001-2020, Craig Israelsen's August CE Webinar
Webinars
marcs713marcs713   August 25, 2021
9.0
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why did you add energy as a separate asset category?

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Investor Personality (1 Credit)
Webinars
marcs713marcs713   August 24, 2021
10
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great

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Technical Tips And Traps Of 2021 Roth IRA Conversions
Webinars
marcs713marcs713   August 18, 2021
10
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Investor Identity (1 Credit)
Webinars
marcs713marcs713   August 17, 2021
8.0
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good

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Counseling Strategies And Techniques (1 Credit)
Webinars
marcs713marcs713   August 10, 2021
10
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great

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Trusts & Estates For Investment Advisors And Financial Planners
Webinars
marcs713marcs713   July 21, 2021
10
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fantastic

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124 results - showing 1 - 25  
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