Reviews written by marcs713

94 results - showing 1 - 25  
 
 
2021 Tax Planning Continuing Professional Education
Webinars
marcs713marcs713   January 20, 2021
10
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good

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Paycheck Protection Program, Round II
Webinars
marcs713marcs713   December 22, 2020
10
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good

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Redesigning Portfolios Built For Accumulation To Work In The Decumulation Phase
Webinars
marcs713marcs713   December 15, 2020
5.0
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Obvious conclusions with funds most will never utilize.

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Continuing Education And News Analysis For Financial Planners
Webinars
marcs713marcs713   December 07, 2020
4.0
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16-19x earnings at PE over past 10 years. Now talking about 25x 2021 estimates. This represents 56% above low estimate range. Upside of only 16%. not...

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Urgent Planning Considerations In Light Of A Biden Administration
Webinars
marcs713marcs713   November 16, 2020
8.0
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good

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The Next 25 Years For Investment Markets
Webinars
marcs713marcs713   October 21, 2020
9.0
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good

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Deconstructing The S&P 500 By Sectors And The Index's Changing Risks
Webinars
marcs713marcs713   September 23, 2020
7.0
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good

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Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
marcs713marcs713   September 09, 2020
10
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great information

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With Covid-Crisis Recession Ending Now, What's Ahead?
Webinars
marcs713marcs713   August 10, 2020
9.0
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good

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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
marcs713marcs713   April 13, 2020
8.0
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ok. His estimates were too high last time

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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
marcs713marcs713   April 01, 2020
10
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fantastic

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Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)
Webinars
marcs713marcs713   January 13, 2020
9.0
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a little too long but good

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Tax And Estate Planning For IRAs After The SECURE Act
Webinars
marcs713marcs713   January 08, 2020
10
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great

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Illustrating The Key Determinants Of Investment Success
Webinars
marcs713marcs713   October 30, 2019
5.0
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good facts to show clients they need to save more!

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2019 Year-End Tax Planning Guidance For Investment Advisers
Webinars
marcs713marcs713   October 16, 2019
5.0
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great

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30 Common Types Of Trusts: Part 2
Webinars
marcs713marcs713   September 23, 2019
5.0
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FANTASTIC

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Fritz Meyer Economic Update, September 2019
Webinars
marcs713marcs713   September 09, 2019
5.0
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good

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Talking With Clients About The Next Bear Market
Webinars
marcs713marcs713   August 28, 2019
4.0
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good

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Fritz Meyer Economic Update, August 2019
Webinars
marcs713marcs713   August 12, 2019
5.0
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great but way too long

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Form 1041: Income Taxation Of Trusts & Estates
Webinars
marcs713marcs713   July 24, 2019
4.0
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good

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Fritz Meyer Economic Update, June 2019
Webinars
marcs713marcs713   June 10, 2019
5.0
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excellent

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Fritz Meyer Special Session On The Yield Curve
Webinars
marcs713marcs713   May 29, 2019
5.0
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great

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IRA Life Expectancy Payout Changes Require Urgency
Webinars
marcs713marcs713   May 22, 2019
4.0
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good

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Illustrating Retirement Portfolio Outcomes For Clients
Webinars
marcs713marcs713   May 20, 2019
3.0
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too long!!!

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Tax-Saving Strategies For Rental Real Estate Owners
Webinars
marcs713marcs713   February 20, 2019
5.0
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good

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94 results - showing 1 - 25