Reviews written by thomasa845

27 results - showing 1 - 25  
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2021 Year-End Tax Planning Strategies
Webinars
thomasa845thomasa845   September 22, 2021
10
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consistently great

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Working With Couples And Families (1 Credit)
Webinars
thomasa845thomasa845   September 21, 2021
10
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I felt exactly like Andy - It was truly though provoking.

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Mental Health Issues And Financial Counseling (1 Credit)
Webinars
thomasa845thomasa845   September 14, 2021
10
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Fantastic

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Are Stocks Overpriced? Fritz Meyer Economic Update, September 2021
Webinars
thomasa845thomasa845   September 13, 2021
10
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Fritz is the best!

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What's Driving Stocks To Record Highs? Fritz Meyer, Financial Economics CE Live
Webinars
thomasa845thomasa845   April 12, 2021
10
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Fritz always give me confidence

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The American Rescue Plan Act Of 2021: What Advisors Need To Know
Webinars
thomasa845thomasa845   March 24, 2021
9.0
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A First Draft Of Financial History And CE Credit: Fritz Meyer Economic Update, March 2021
Webinars
thomasa845thomasa845   March 08, 2021
9.0
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He is always fantastic

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Managing The Coming Capital Gains Tax Hike
Webinars
thomasa845thomasa845   February 17, 2021
9.0
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Bob is great. The average NW of my client base does not rise to the level of complexity to take advantage of the great recommendation

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Continuing Education And News Analysis For Financial Planners
Webinars
thomasa845thomasa845   December 07, 2020
10
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Fritz is consistently fantastic

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2020 Post-Election Tax Planning CE For Professionals
Webinars
thomasa845thomasa845   November 11, 2020
10
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As always, he is the best.

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The Shape Of The Recovery; Fritz Meyer, November 2020
Webinars
thomasa845thomasa845   November 09, 2020
10
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Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
thomasa845thomasa845   September 09, 2020
9.0
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Great reminders and tips

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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Webinars
thomasa845thomasa845   September 07, 2020
9.0
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Always informative

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Low-Expense Investing For Tax, Financial & Investment Planning Professionals
Webinars
thomasa845thomasa845   August 26, 2020
9.0
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With Covid-Crisis Recession Ending Now, What's Ahead?
Webinars
thomasa845thomasa845   August 10, 2020
10
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Fritz is the best Where has he published?

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2020 Tax Planning Amid Covid Financial Crisis
Webinars
thomasa845thomasa845   August 05, 2020
7.0
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Planning strategies are well beyond the scope of what I do.

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2020 Behavioral Finance Webinar Series For Financial Advisors
Webinars
thomasa845thomasa845   August 03, 2020
9.0
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Fantastic

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Diversification: How Much Is Enough?
Webinars
thomasa845thomasa845   June 24, 2020
8.0
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The ability to maintain a disciplined allocation for 20 years is a rarity. If you need to strictly conform to the 20 years that's a remarkable achievement in and of...

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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
thomasa845thomasa845   June 08, 2020
8.0
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Always valuable Ended kind of flat - Application of concepts to Asset Allocation is always helpful

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Fritz Meyer Breaking News CE Webinar: Bear Market 2018
Webinars
thomasa845thomasa845   December 25, 2018
5.0
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Timely and positive

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Fritz Meyer Economic Update, September 2016
Webinars
thomasa845thomasa845   September 12, 2016
(Updated: September 12, 2016)
5.0
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Fantastic as usually.

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Fritz Meyer's 2Q 2016 Economic Roundup (Two credits)
Webinars
thomasa845thomasa845   July 11, 2016
(Updated: July 11, 2016)
5.0
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The DOL's New Fiduciary Rule
Webinars
thomasa845thomasa845   May 19, 2016
(Updated: May 19, 2016)
5.0
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Vital and timely information

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A Simple New Approach To Retirement Income Planning
Webinars
thomasa845thomasa845   May 12, 2016
(Updated: May 12, 2016)
5.0
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valuable but need to know which BDs have approved his software . NPC has not

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Fritz Meyer Economic And Investment Update, February 2016
Webinars
thomasa845thomasa845   February 08, 2016
(Updated: February 08, 2016)
5.0
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27 results - showing 1 - 25  
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