Reviews written by rwroge

63 results - showing 1 - 25  
 
 
30 Common Types Of Trusts: Part 1
Webinars
rwrogerwroge   August 19, 2019
Rating 
 
5.0

Bob is always good at educating us.

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Fritz Meyer Economic Update, August 2019
Webinars
rwrogerwroge   August 12, 2019
Rating 
 
5.0

Excellent as usual from Fritz.

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2019 Planning For The SALT Limitation & Charitable Contributions
Webinars
rwrogerwroge   June 26, 2019
Rating 
 
5.0

Good review.

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Fritz Meyer Economic Update, June 2019
Webinars
rwrogerwroge   June 10, 2019
Rating 
 
5.0

very good.

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Fritz Meyer Economic Update, May 2019
Webinars
rwrogerwroge   May 13, 2019
Rating 
 
5.0

Excellent

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Life Settlements For Fiduciaries
Webinars
rwrogerwroge   April 30, 2019
Rating 
 
4.0

Very technical. Jumping right to the software I think was not good idea. Perhaps that should have been a second webinar.

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Best Financial & Tax Planning Ideas For 2019
Webinars
rwrogerwroge   January 21, 2019
Rating 
 
5.0

Bob is a very good presenter.

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Fritz Meyer Quarterly Economic Update, January 2019 (Two Credits)
Webinars
rwrogerwroge   January 14, 2019
Rating 
 
5.0

Fritz is always informative and a great presenter.

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Fritz Meyer Breaking News CE Webinar: Bear Market 2018
Webinars
rwrogerwroge   December 25, 2018
Rating 
 
5.0

Terrific

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Fritz Meyer Economic Update, November 2018
Webinars
rwrogerwroge   November 19, 2018
Rating 
 
5.0

Excellent and very informative

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Fritz Meyer On The S&P 500 Correction
Webinars
rwrogerwroge   October 29, 2018
Rating 
 
5.0

Very thoughtful, as usual.

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Tax Planning For The Sale of A Business
Webinars
rwrogerwroge   October 17, 2018
Rating 
 
3.0

Based on the title, I expected more on strategies for selling a business, not just tax avoidance or minimization

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2018 Year-End Tax Guidance For Investment Advisers
Webinars
rwrogerwroge   September 19, 2018
Rating 
 
4.0

Good session

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Visualizing The Impact Of Various Withdrawal Rates
Webinars
rwrogerwroge   August 28, 2018
Rating 
 
5.0

Very good graphics to simplify and explain the information.

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Fritz Meyer Economic Update, August 2018
Webinars
rwrogerwroge   August 13, 2018
Rating 
 
5.0

Fritz is always good and has great charts for us visuals.

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Fritz Meyer Quarterly Economic Update, July 2018 (Two Credits)
Webinars
rwrogerwroge   July 09, 2018
Rating 
 
5.0

Always good.

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Income Taxation Of Trusts And Estates Made Easy
Webinars
rwrogerwroge   June 20, 2018
Rating 
 
5.0
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Estate Taxation Of IRAs And Qualified Plans For RIAs
Webinars
rwrogerwroge   May 30, 2018
Rating 
 
4.0

Very good update on the rules.

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Dr. Ed Yardeni On Predicting The Markets
Webinars
rwrogerwroge   March 13, 2018
Rating 
 
5.0

I have always been a big fan of Dr. Ed's work and he did not disappoint. Excellent webinar.

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Fritz Meyer Economic Update, March 2018
Webinars
rwrogerwroge   March 12, 2018
Rating 
 
5.0

Always very interesting

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Fritz Meyer Quarterly Economic Update, January 2018 (Two Credits)
Webinars
rwrogerwroge   January 08, 2018
(Updated: January 08, 2018)
Rating 
 
5.0

Fritz is always interesting.

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Make Investment Review Meetings More Productive
Webinars
rwrogerwroge   December 13, 2017
(Updated: December 13, 2017)
Rating 
 
5.0

Good presentation

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Fritz Meyer Economic Update, December 2017
Webinars
rwrogerwroge   December 11, 2017
(Updated: December 11, 2017)
Rating 
 
5.0

Fritz is always good.

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Fritz Meyer Economic Update, November 2017
Webinars
rwrogerwroge   November 13, 2017
(Updated: November 13, 2017)
Rating 
 
5.0

Fritz is always good.

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How The New Tax Law Affects Year-End Planning
Webinars
rwrogerwroge   November 01, 2017
(Updated: November 01, 2017)
Rating 
 
5.0

Great first overview of the new tax law proposal

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63 results - showing 1 - 25  
 
 

 

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