Reviews written by thomasa845

18 results - showing 1 - 18  
 
 
2020 Post-Election Tax Planning CE For Professionals
Webinars
thomasa845thomasa845   November 11, 2020
Rating 
 
 
10.0

As always, he is the best.

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The Shape Of The Recovery; Fritz Meyer, November 2020
Webinars
thomasa845thomasa845   November 09, 2020
Rating 
 
 
10.0
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Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
thomasa845thomasa845   September 09, 2020
Rating 
 
 
9.0

Great reminders and tips

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

Always informative

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Low-Expense Investing For Tax, Financial & Investment Planning Professionals
Webinars
thomasa845thomasa845   August 26, 2020
Rating 
 
 
9.0
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With Covid-Crisis Recession Ending Now, What's Ahead?
Webinars
thomasa845thomasa845   August 10, 2020
Rating 
 
 
10.0

Fritz is the best Where has he published?

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2020 Tax Planning Amid Covid Financial Crisis
Webinars
thomasa845thomasa845   August 05, 2020
Rating 
 
 
7.0

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
Rating 
 
 
9.0

Fantastic

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Diversification: How Much Is Enough?
Webinars
thomasa845thomasa845   June 24, 2020
Rating 
 
 
8.0

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
Rating 
 
 
8.0

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
Rating 
 
 
5.0

Timely and positive

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Fritz Meyer Economic Update, September 2016
Webinars
thomasa845thomasa845   September 12, 2016
(Updated: September 12, 2016)
Rating 
 
 
5.0

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)
Rating 
 
 
5.0
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The DOL's New Fiduciary Rule
Webinars
thomasa845thomasa845   May 19, 2016
(Updated: May 19, 2016)
Rating 
 
 
5.0

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)
Rating 
 
 
5.0

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)
Rating 
 
 
5.0
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2015 Asset-Class Performance Versus 5-, 10-, and 15-Year Periods
Webinars
thomasa845thomasa845   January 27, 2016
(Updated: January 27, 2016)
Rating 
 
 
5.0

Fantastic

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Qualified Plan Design Optimization & Benchmarking
Webinars
thomasa845thomasa845   June 27, 2013
(Updated: June 27, 2013)
Rating 
 
 
5.0

Excellent insight but did not bridge to how the program may be used as a client acquistion strategy. I came in late so maybe I missed that...

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18 results - showing 1 - 18