Reviews written by a4auser222

Covidnomics: Financial Economics Amid Covid Crisis With Fritz Meyer

Webinars

a4auser222 October 12, 2020

Rating

10.0

great

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Low-Expense Investing For Tax, Financial & Investment Planning Professionals

Webinars

a4auser222 August 26, 2020

Rating

10.0

Great!

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Estate & Asset Protection Problems Arising Amid Covid

Webinars

a4auser222 August 23, 2020

Rating

10.0

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With Covid-Crisis Recession Ending Now, What's Ahead?

Webinars

a4auser222 August 10, 2020

Rating

10.0

Great!!

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2020 Tax Planning Amid Covid Financial Crisis

Webinars

a4auser222 August 05, 2020

Rating

10.0

Great, but please ask Bob to sit outdoors with his clients...we need him healthy on the other side of the pandemic!!

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Covid Crisis Estate Planning With Gideon Rothschild

Webinars

a4auser222 July 29, 2020

Rating

10.0

Excellent. Please have Gideon back again soon!!!

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The New Math Driving 2020 Roth Conversions

Webinars

a4auser222 July 08, 2020

Rating

10.0

Excellent!!

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PPP Update For Advisors, June Edition

Webinars

a4auser222 June 03, 2020

Rating

10.0

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Key Concepts For Fiduciaries In Designing Low-Expense Portfolios

Webinars

a4auser222 May 27, 2020

Rating

10.0

Fantastic. Very well done.

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Coronavirus Tax Relief: New Rules For Tapping Retirement Plans And IRAs

Webinars

a4auser222 May 20, 2020

Rating

10.0

excellent, as always

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Low Inflation, Rates Near Zero: Fritz Meyer Updates

Webinars

a4auser222 May 11, 2020

Rating

10.0

Great.

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Correcting Misleading Portfolio Illustrations Consumers Often Face

Webinars

a4auser222 April 29, 2020

Rating

10.0

Great webinar. Please fix your survey page. If 5 is best, the choices shouldn't run from 1-10

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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)

Webinars

a4auser222 April 13, 2020

Rating

10.0

greaet

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Tax Planning After The Covid-19 Crash And Recovery Bill

Webinars

a4auser222 April 01, 2020

Rating

10.0

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The Coronavirus Crisis, Managing Cash, And Rebalancing

Webinars

a4auser222 March 25, 2020

Rating

10.0

Great! Please check your surveys. They say 5 is best but we can “grade” up to a 10

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Fritz Meyer Economic Update, February 2020

Webinars

a4auser222 February 10, 2020

Rating

10.0

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30 Common Types Of Trusts: Part 2

Webinars

a4auser222 September 23, 2019

Rating

5.0

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30 Common Types Of Trusts: Part 1

Webinars

a4auser222 August 19, 2019

Rating

5.0

Great, such a great topic and speaker!!

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2019 Planning For The SALT Limitation & Charitable Contributions

Webinars

a4auser222 June 26, 2019

Rating

5.0

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10 Human Instincts Skewing Perception Of World Trends

Webinars

a4auser222 June 12, 2019

Rating

5.0

excellent!

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Fritz Meyer Special Session On The Yield Curve

Webinars

a4auser222 May 29, 2019

Rating

5.0

Great

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IRA Life Expectancy Payout Changes Require Urgency

Webinars

a4auser222 May 22, 2019

Rating

5.0

So timely!!!!! If you are looking for another college expert, Lynn O'Shaughnessy (thecollegesolution.com) in San Diego is also very good.

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Life Settlements For Fiduciaries

Webinars

a4auser222 April 30, 2019

Rating

5.0

Excellent

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Country- And Region-Specific Foreign ETFs Beyond EAFE

Webinars

a4auser222 April 24, 2019

Rating

5.0

Excellent...please provide more webinars like this...

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Fritz Meyer Quarterly Economic Update, April 2019 (Two Credits)

Webinars

a4auser222 April 08, 2019

Rating

5.0

Great, as always

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