Reviews written by jschwartz

6 results - showing 1 - 6  
 
 
New, Improved Methods For Optimizing Retirement Income
Webinars
jschwartzjschwartz   March 28, 2013
(Updated: March 28, 2013)
5.0
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Very interesting tool, especially for those of us focusing on retirement income for our clients.

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Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012
Webinars
jschwartzjschwartz   July 09, 2012
(Updated: July 09, 2012)
4.0
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Try to keep it to one hour including Q&A.

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Tax Strategies For Business Owners
Webinars
jschwartzjschwartz   June 21, 2012
(Updated: June 21, 2012)
4.0
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The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios
Webinars
jschwartzjschwartz   May 17, 2012
(Updated: May 17, 2012)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012
Webinars
jschwartzjschwartz   May 07, 2012
(Updated: May 07, 2012)
5.0
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Too much material for 60 minutes. Either make it longer, cut it into multiple sessions, or reduce the number of slides.

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Preparing For The Worst: Managing Your Clients In A Bear Market
Webinars
jschwartzjschwartz   July 16, 2009
(Updated: July 16, 2009)
5.0
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Poor Average Excellent

Too much material for 60 minutes. Either make it longer, cut it into multiple sessions, or reduce the number of slides.

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6 results - showing 1 - 6