Reviews written by marye847

26 results - showing 1 - 25  
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Year End Tax Planning For The Other 99%
Webinars
marye847marye847   October 20, 2021
10
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100992

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GDP Pickup Expected In Fourth Quarter; Fritz Meyer Economic Update, October 2021
Webinars
marye847marye847   October 11, 2021
10
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2021 Year-End Tax Planning Strategies
Webinars
marye847marye847   September 22, 2021
10
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A First Draft Of Financial History And CE Credit: Fritz Meyer Economic Update, March 2021
Webinars
marye847marye847   March 08, 2021
10
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2021 Outlook, CE For Financial Professionals Only
Webinars
marye847marye847   January 11, 2021
10
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2020 Post-Election Tax Planning CE For Professionals
Webinars
marye847marye847   November 11, 2020
10
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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Webinars
marye847marye847   September 07, 2020
10
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Estate & Asset Protection Problems Arising Amid Covid
Webinars
marye847marye847   August 23, 2020
10
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With Covid-Crisis Recession Ending Now, What's Ahead?
Webinars
marye847marye847   August 10, 2020
10
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2020 Tax Planning Amid Covid Financial Crisis
Webinars
marye847marye847   August 05, 2020
10
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Covid Crisis Estate Planning With Gideon Rothschild
Webinars
marye847marye847   July 29, 2020
10
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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
marye847marye847   June 08, 2020
10
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Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
marye847marye847   May 11, 2020
9.0
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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
marye847marye847   April 13, 2020
10
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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
marye847marye847   April 01, 2020
10
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The Coronavirus Crisis, Managing Cash, And Rebalancing
Webinars
marye847marye847   March 25, 2020
9.0
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Opportunities Post-Correction, And Amid Low Interest Rates
Webinars
marye847marye847   March 11, 2020
10
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Breadth of strategies in the tool box and insight which to use for what purpose.

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Giving Retirement Clients Facts And Reasons For Hope
Webinars
marye847marye847   February 19, 2020
9.0
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Fritz Meyer Economic Update, February 2020
Webinars
marye847marye847   February 10, 2020
10
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Fritz Meyer Economic Update, September 2019
Webinars
marye847marye847   September 09, 2019
5.0
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Very effective, informative, different information than other sources I use.

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Trust & Estate Planning For IAs And Financial Planners
Webinars
marye847marye847   April 10, 2019
4.0
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the charts really helped clarify aspects of this topic.

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Fritz Meyer Economic Update, February 2019
Webinars
marye847marye847   February 11, 2019
5.0
Average Attendee Rating
Poor Average Excellent

I loved it, it confirmed my own thoughts about foreign investments which i have been reducing in recent years. Never use target date funds without adding us-based fund to...

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Fritz Meyer Breaking News CE Webinar: Bear Market 2018
Webinars
marye847marye847   December 25, 2018
5.0
Average Attendee Rating
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Excellent, haven't been to one in a while, looking forward to quarterly update

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Year-End Tax Planning For Financial Advisors
Webinars
marye847marye847   October 27, 2011
(Updated: October 27, 2011)
5.0
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I especially liked how the presenter explained ways to handle concentrated stock positions.

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Year-End Tax Planning For Financial Advisors
Webinars
marye847marye847   October 27, 2011
(Updated: October 27, 2011)
5.0
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I especially liked how the presenter explained ways to handle concentrated stock positions.

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26 results - showing 1 - 25  
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