Reviews written by ofrfinancial

70 results - showing 1 - 25  
 
 
2021 Tax Planning Continuing Professional Education
Webinars
ofrfinancialofrfinancial   January 20, 2021
9.0
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excellent

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Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
ofrfinancialofrfinancial   September 09, 2020
9.0
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very fine job

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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Webinars
ofrfinancialofrfinancial   September 07, 2020
10
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excellent....as always

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2020 Tax Planning Amid Covid Financial Crisis
Webinars
ofrfinancialofrfinancial   August 05, 2020
10
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excellent presentation

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2020 Behavioral Finance Webinar Series For Financial Advisors
Webinars
ofrfinancialofrfinancial   August 03, 2020
3.0
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only ok.....too much text....too little time to absorb it.....presenter distracting to listen to

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Diversification: How Much Is Enough?
Webinars
ofrfinancialofrfinancial   June 24, 2020
9.0
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very good

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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
ofrfinancialofrfinancial   June 08, 2020
10
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excellent

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Key Concepts For Fiduciaries In Designing Low-Expense Portfolios
Webinars
ofrfinancialofrfinancial   May 27, 2020
9.0
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Good job.

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Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
ofrfinancialofrfinancial   May 11, 2020
10
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Excellent

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Correcting Misleading Portfolio Illustrations Consumers Often Face
Webinars
ofrfinancialofrfinancial   April 29, 2020
8.0
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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
ofrfinancialofrfinancial   April 13, 2020
9.0
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very good

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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
ofrfinancialofrfinancial   April 01, 2020
8.0
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The Coronavirus Crisis, Managing Cash, And Rebalancing
Webinars
ofrfinancialofrfinancial   March 25, 2020
9.0
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Charitable Remainder Trusts Under The SECURE Act
Webinars
ofrfinancialofrfinancial   January 28, 2020
8.0
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interesting topic

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Fritz Meyer Economic Update, December 2019
Webinars
ofrfinancialofrfinancial   December 09, 2019
5.0
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excellent

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Asset Class Performance Shifts Since 1970
Webinars
ofrfinancialofrfinancial   November 18, 2019
4.0
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Fritz Meyer Quarterly Economic Update, October 2019 (Two Credits)
Webinars
ofrfinancialofrfinancial   October 07, 2019
5.0
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Great!

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30 Common Types Of Trusts: Part 2
Webinars
ofrfinancialofrfinancial   September 23, 2019
2.0
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Talking With Clients About The Next Bear Market
Webinars
ofrfinancialofrfinancial   August 28, 2019
5.0
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30 Common Types Of Trusts: Part 1
Webinars
ofrfinancialofrfinancial   August 19, 2019
4.0
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Fritz Meyer Economic Update, August 2019
Webinars
ofrfinancialofrfinancial   August 12, 2019
5.0
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Excellent

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Fritz Meyer Quarterly Economic Update, October 2018 (Two Credits)
Webinars
ofrfinancialofrfinancial   October 08, 2018
5.0
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Excellent in all respects

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Fritz Meyer Economic Update, August 2018
Webinars
ofrfinancialofrfinancial   August 13, 2018
5.0
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a true master

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Fritz Meyer Quarterly Economic Update, July 2018 (Two Credits)
Webinars
ofrfinancialofrfinancial   July 09, 2018
5.0
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great job as always

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Strategies Spawned By TCJA
Webinars
ofrfinancialofrfinancial   April 11, 2018
5.0
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fine job

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70 results - showing 1 - 25