Reviews written by mariorhernandez

128 results - showing 1 - 25  
 
 
Tax And Estate Planning For IRAs After The SECURE Act
Webinars
mariorhernandezmariorhernandez   January 08, 2020
Rating 
 
10.0

Excellent over view of SECURE Act action items

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Fritz Meyer Economic Update, September 2019
Webinars
mariorhernandezmariorhernandez   September 09, 2019
Rating 
 
5.0

Excellent presentation!

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Fritz Meyer Quarterly Economic Update, July 2019 (Two Credits)
Webinars
mariorhernandezmariorhernandez   July 08, 2019
Rating 
 
5.0

Excellent overview of the economy and market

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

Excellent webinar

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Life Settlements For Fiduciaries
Webinars
mariorhernandezmariorhernandez   April 30, 2019
Rating 
 
5.0

Nice resource for clients with insurance policies who no longer have a need.

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

Excellent overview of market and economy

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Tax Planning For The Sale of A Business
Webinars
mariorhernandezmariorhernandez   October 17, 2018
Rating 
 
5.0

Excellent overview of tax planning ideas.

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Fritz Meyer Economic Update, May 2018
Webinars
mariorhernandezmariorhernandez   May 07, 2018
Rating 
 
5.0

Excellent overview of the economy and market

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Maximizing The New 20% Deduction On Pass-Throughs
Webinars
mariorhernandezmariorhernandez   March 28, 2018
Rating 
 
5.0

Excellent overview of pass through rules

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

Excellent overview of the market and economy.

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

Excellent update

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

Excellent economic and market review

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How The New Tax Law Affects Year-End Planning
Webinars
mariorhernandezmariorhernandez   November 01, 2017
(Updated: November 01, 2017)
Rating 
 
4.0

Good overall review.

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Fritz Meyer Economic Update, September 2017
Webinars
mariorhernandezmariorhernandez   September 11, 2017
(Updated: September 11, 2017)
Rating 
 
5.0

Excellent review of the current economic and market environment

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2017 Year-End Tax Planning Guidance For Investment Advisors
Webinars
mariorhernandezmariorhernandez   August 30, 2017
(Updated: August 30, 2017)
Rating 
 
5.0

Excellent overview

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Why You Must Discuss Asset Protection With Every Client, And What You Should Say
Webinars
mariorhernandezmariorhernandez   July 26, 2017
(Updated: July 26, 2017)
Rating 
 
4.0

Good overview of asset protection trusts.

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Minimizing Estate Taxes Of UHNWIs
Webinars
mariorhernandezmariorhernandez   July 18, 2017
(Updated: July 18, 2017)
Rating 
 
5.0

Excellent presentation on estate planning strategies

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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
mariorhernandezmariorhernandez   June 04, 2017
(Updated: June 04, 2017)
Rating 
 
5.0

Excellent overview of will and trust information

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IRAs And Roth IRAs After A Client Dies
Webinars
mariorhernandezmariorhernandez   March 23, 2017
(Updated: March 23, 2017)
Rating 
 
5.0

Excellent over view of IRA and Roth IRAs

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Portfolio Survival With A Fixed Or CPI-Indexed COLA, Or RMD-Based Withdrawals
Webinars
mariorhernandezmariorhernandez   February 22, 2017
(Updated: February 22, 2017)
Rating 
 
4.0

Excellent review of an RMD withdrawal approach

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Improving After-Tax Returns
Webinars
mariorhernandezmariorhernandez   October 23, 2016
(Updated: October 23, 2016)
Rating 
 
4.0

Good webinar!

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Tax-Efficient Retirement Income And Portfolio Drawdown Techniques
Webinars
mariorhernandezmariorhernandez   June 28, 2016
(Updated: June 28, 2016)
Rating 
 
5.0

Excellent presentation

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BREXIT Webinar, Today At 4 ET
Webinars
mariorhernandezmariorhernandez   June 23, 2016
(Updated: June 23, 2016)
Rating 
 
3.0

It was fairly brief. I was looking for a more in depth analysis.

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A Financial Advisor's Guide To College Funding
Webinars
mariorhernandezmariorhernandez   May 05, 2016
(Updated: May 05, 2016)
Rating 
 
5.0

Excellent overview of college planning

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Preparing 1040s: What Financial Advisors Must Know (2 CE credits)
Webinars
mariorhernandezmariorhernandez   January 28, 2016
(Updated: January 28, 2016)
Rating 
 
5.0

Excellent overview of the 1040 form

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128 results - showing 1 - 25