Reviews written by CUBICFL

41 results - showing 1 - 25  
 
 
The Next 25 Years For Investment Markets
Webinars
CUBICFLCUBICFL   October 21, 2020
Rating 
 
 
10.0

Craig provides great info that can be easily shared with clients in an easy understandable format.

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Covidnomics: Financial Economics Amid Covid Crisis With Fritz Meyer
Webinars
CUBICFLCUBICFL   October 12, 2020
Rating 
 
 
10.0

Always great info!

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Managing Capital Gains In 2020 And Beyond
Webinars
CUBICFLCUBICFL   October 07, 2020
Rating 
 
 
8.0
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Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
CUBICFLCUBICFL   September 09, 2020
Rating 
 
 
10.0

Excellent Tax Info, enjoyed the current view

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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Webinars
CUBICFLCUBICFL   September 07, 2020
Rating 
 
 
10.0

As always Fritz provides clear, current facts that is beneficial to both advisors and clients.

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Estate & Asset Protection Problems Arising Amid Covid
Webinars
CUBICFLCUBICFL   August 23, 2020
Rating 
 
 
10.0

Great info but maybe a bit more time needed to discuss

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With Covid-Crisis Recession Ending Now, What's Ahead?
Webinars
CUBICFLCUBICFL   August 10, 2020
Rating 
 
 
10.0

Good info as Always Thanks!

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2020 Tax Planning Amid Covid Financial Crisis
Webinars
CUBICFLCUBICFL   August 05, 2020
Rating 
 
 
10.0

Cold not hear the last 15 minutes, the slides froze

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Quarterly Economic Review For Private Wealth Advisors, July 2020
Webinars
CUBICFLCUBICFL   July 13, 2020
Rating 
 
 
10.0

Always great info from Fritz!

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The New Math Driving 2020 Roth Conversions
Webinars
CUBICFLCUBICFL   July 08, 2020
Rating 
 
 
10.0
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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
CUBICFLCUBICFL   June 08, 2020
Rating 
 
 
10.0

As always good info, maybe if we start a bit earlier it would allow for questions.

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PPP Update For Advisors, June Edition
Webinars
CUBICFLCUBICFL   June 03, 2020
Rating 
 
 
10.0

Good but needed more time for facts and questions

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Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
CUBICFLCUBICFL   May 11, 2020
Rating 
 
 
10.0
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Correcting Misleading Portfolio Illustrations Consumers Often Face
Webinars
CUBICFLCUBICFL   April 29, 2020
Rating 
 
 
10.0

Great material, enjoying using the Updated 35 Lifestyles software. Thanks!

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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
CUBICFLCUBICFL   April 13, 2020
Rating 
 
 
10.0
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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
CUBICFLCUBICFL   April 01, 2020
Rating 
 
 
10.0

Great Insight and Clarity

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The Coronavirus Crisis, Managing Cash, And Rebalancing
Webinars
CUBICFLCUBICFL   March 25, 2020
Rating 
 
 
10.0

Great presentation! The Updated software is easy to use with clients. Thanks!

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Giving Retirement Clients Facts And Reasons For Hope
Webinars
CUBICFLCUBICFL   February 19, 2020
Rating 
 
 
10.0

Great review of Updated Software, Thanks!

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Fritz Meyer Economic Update, February 2020
Webinars
CUBICFLCUBICFL   February 10, 2020
Rating 
 
 
3.0

Good info

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Fritz Meyer Economic Update, February 2020
Webinars
CUBICFLCUBICFL   February 10, 2020
Rating 
 
 
10.0

Great Update!

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50-Year MPT Statistics Of A Diversified Portfolio Analyzed
Webinars
CUBICFLCUBICFL   January 29, 2020
Rating 
 
 
5.0

Excellent info! Nice updates

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Business Cycle & Fundamentals For FAs
Webinars
CUBICFLCUBICFL   January 22, 2020
Rating 
 
 
3.0

Good info

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Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)
Webinars
CUBICFLCUBICFL   January 13, 2020
Rating 
 
 
10.0

Excellent Info as always!

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Tax And Estate Planning For IRAs After The SECURE Act
Webinars
CUBICFLCUBICFL   January 08, 2020
Rating 
 
 
5.0

Excellent broad overview of the Tax changes, Easy to understand

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Showing Clients Retirement Portfolio Risk Variables
Webinars
CUBICFLCUBICFL   December 18, 2019
Rating 
 
 
5.0

Nice update to the software, looks easier to use. Appreciate being able to change expected returns!

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41 results - showing 1 - 25