Reviews written by mikem763

Coronavirus Tax Relief: New Rules For Tapping Retirement Plans And IRAs

Webinars

mikem763 May 20, 2020

Rating

10.0

Read Review Comments (0)

Correcting Misleading Portfolio Illustrations Consumers Often Face

Webinars

mikem763 April 29, 2020

Rating

10.0

Craig always does an outstanding job

Read Review Comments (0)

Opportunities Post-Correction, And Amid Low Interest Rates

Webinars

mikem763 March 11, 2020

Rating

10.0

Read Review Comments (0)

Craig Israelsen's February Webinar

Webinars

mikem763 February 19, 2020

Rating

10.0

Read Review Comments (0)

Giving Retirement Clients Facts And Reasons For Hope

Webinars

mikem763 February 19, 2020

Rating

10.0

Outstanding

Read Review Comments (0)

Roth IRA Conversion Is Suddenly A High-Value Mass Affluent Tactic

Webinars

mikem763 February 12, 2020

Rating

10.0

Read Review Comments (0)

Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)

Webinars

mikem763 January 13, 2020

Rating

10.0

Read Review Comments (0)

Tax And Estate Planning For IRAs After The SECURE Act

Webinars

mikem763 January 08, 2020

Rating

10.0

Read Review Comments (0)

Fritz Meyer Economic Update, December 2019

Webinars

mikem763 December 09, 2019

Rating

5.0

Outstanding as always

Read Review Comments (0)

Roth IRAs Transformed By New Tax Rules & Low Rates

Webinars

mikem763 November 20, 2019

Rating

5.0

great presentation

Read Review Comments (0)

Fritz Meyer Economic Update, November 2019

Webinars

mikem763 November 11, 2019

Rating

5.0

Outstanding as usual

Read Review Comments (0)

Illustrating The Key Determinants Of Investment Success

Webinars

mikem763 October 30, 2019

Rating

5.0

Outstanding material today

Read Review Comments (0)

Talking With Clients About The Next Bear Market

Webinars

mikem763 August 28, 2019

Rating

5.0

Outstanding as Craig always is

Read Review Comments (0)

Fritz Meyer Economic Update, August 2019

Webinars

mikem763 August 12, 2019

Rating

5.0

Fritz is outstanding

Read Review Comments (0)

Fritz Meyer Economic Update, June 2019

Webinars

mikem763 June 10, 2019

Rating

5.0

Always great

Read Review Comments (0)

Fritz Meyer Economic Update, May 2019

Webinars

mikem763 May 13, 2019

Rating

5.0

Fritz is always great

Read Review Comments (0)

Country- And Region-Specific Foreign ETFs Beyond EAFE

Webinars

mikem763 April 24, 2019

Rating

5.0

Interesting to see correlations and returns separately and combined with S&P 50/50

Read Review Comments (0)

College Funding CE For Financial Planners And IAs

Webinars

mikem763 March 20, 2019

Rating

5.0

great, extremely informative in an area I don't do a lot of work in

Read Review Comments (0)

Annual Update On Performance Characteristics Of Asset Classes And Portfolios

Webinars

mikem763 January 30, 2019

Rating

5.0

Always get nuggets of helpful insight from Craig every time I listen.

Read Review Comments (0)

Fritz Meyer Breaking News CE Webinar: Bear Market 2018

Webinars

mikem763 December 25, 2018

Rating

5.0

always good; timeliness of this was great

Read Review Comments (0)

Fritz Meyer Economic Update, December 2018

Webinars

mikem763 December 10, 2018

Rating

5.0

Read Review Comments (0)

With Stock Market Volatility Higher, What Can You Expect?

Webinars

mikem763 November 28, 2018

Rating

5.0

Always learn from Dr. Israelsen

Read Review Comments (0)

Defining A Fiduciary-Level Of Diversification

Webinars

mikem763 May 25, 2016
(Updated: May 25, 2016)

Rating

5.0

Craig always does a great job

Read Review Comments (0)

Advisors No Longer Should Ignore Google+

Webinars

mikem763 May 21, 2015
(Updated: May 21, 2015)

Rating

5.0

Would attend more of Robert's presentations.

Read Review Comments (0)

LinkedIn For RIAs, Ninja-Style

Webinars

mikem763 July 24, 2014
(Updated: July 24, 2014)

Rating

5.0

The best Linkedin presentation I have seen. I will be watching it again.

Read Review Comments (0)