Reviews written by mikem763

53 results - showing 1 - 25  
 
 
Optimizing Withdrawals From Taxable Portfolios
Webinars
mikem763mikem763   February 23, 2021
10
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fantastic as always

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Investment Professional CE, Fritz Meyer, Feb. 2021
Webinars
mikem763mikem763   February 08, 2021
10
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Outstanding

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2021 Outlook, CE For Financial Professionals Only
Webinars
mikem763mikem763   January 11, 2021
10
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Redesigning Portfolios Built For Accumulation To Work In The Decumulation Phase
Webinars
mikem763mikem763   December 15, 2020
10
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Could have used a little more time on this topic. Fantastic material

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Three Retirement Income Withdrawal Techniques For Roth And Taxable Accounts
Webinars
mikem763mikem763   November 18, 2020
10
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I would really like to see Craig talk about bucket income planning compared to what he did today 11/19/20

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Deconstructing The S&P 500 By Sectors And The Index's Changing Risks
Webinars
mikem763mikem763   September 23, 2020
10
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Love his thoughts and forward thinking on the New Economy

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Key Concepts For Fiduciaries In Designing Low-Expense Portfolios
Webinars
mikem763mikem763   May 27, 2020
10
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Coronavirus Tax Relief: New Rules For Tapping Retirement Plans And IRAs
Webinars
mikem763mikem763   May 20, 2020
10
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Correcting Misleading Portfolio Illustrations Consumers Often Face
Webinars
mikem763mikem763   April 29, 2020
10
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Craig always does an outstanding job

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Opportunities Post-Correction, And Amid Low Interest Rates
Webinars
mikem763mikem763   March 11, 2020
10
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Craig Israelsen's February Webinar
Webinars
mikem763mikem763   February 19, 2020
10
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Giving Retirement Clients Facts And Reasons For Hope
Webinars
mikem763mikem763   February 19, 2020
10
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Outstanding

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Roth IRA Conversion Is Suddenly A High-Value Mass Affluent Tactic
Webinars
mikem763mikem763   February 12, 2020
10
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Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)
Webinars
mikem763mikem763   January 13, 2020
10
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Tax And Estate Planning For IRAs After The SECURE Act
Webinars
mikem763mikem763   January 08, 2020
10
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Fritz Meyer Economic Update, December 2019
Webinars
mikem763mikem763   December 09, 2019
5.0
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Outstanding as always

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Roth IRAs Transformed By New Tax Rules & Low Rates
Webinars
mikem763mikem763   November 20, 2019
5.0
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great presentation

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Fritz Meyer Economic Update, November 2019
Webinars
mikem763mikem763   November 11, 2019
5.0
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Outstanding as usual

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Illustrating The Key Determinants Of Investment Success
Webinars
mikem763mikem763   October 30, 2019
5.0
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Outstanding material today

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Talking With Clients About The Next Bear Market
Webinars
mikem763mikem763   August 28, 2019
5.0
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Outstanding as Craig always is

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Fritz Meyer Economic Update, August 2019
Webinars
mikem763mikem763   August 12, 2019
5.0
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Fritz is outstanding

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Fritz Meyer Economic Update, June 2019
Webinars
mikem763mikem763   June 10, 2019
5.0
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Always great

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Fritz Meyer Economic Update, May 2019
Webinars
mikem763mikem763   May 13, 2019
5.0
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Fritz is always great

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Country- And Region-Specific Foreign ETFs Beyond EAFE
Webinars
mikem763mikem763   April 24, 2019
5.0
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Interesting to see correlations and returns separately and combined with S&P 50/50

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College Funding CE For Financial Planners And IAs
Webinars
mikem763mikem763   March 20, 2019
5.0
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great, extremely informative in an area I don't do a lot of work in

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53 results - showing 1 - 25