Reviews written by srfrench

28 results - showing 1 - 25  
 
 
Fritz Meyer Economic Update, November 2018
Webinars
srfrenchsrfrench   November 19, 2018
5.0
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Performance Of Diversified Portfolios, 1970-2017
Webinars
srfrenchsrfrench   January 24, 2018
(Updated: January 24, 2018)
4.0
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What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
Webinars
srfrenchsrfrench   July 19, 2017
(Updated: July 19, 2017)
5.0
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Fritz Meyer Economic Update, June 2017
Webinars
srfrenchsrfrench   June 12, 2017
(Updated: June 12, 2017)
5.0
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Inflation And Investing Since 1970
Webinars
srfrenchsrfrench   September 28, 2016
(Updated: September 28, 2016)
4.0
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Fritz Meyer Economic And Investment Update, February 2016
Webinars
srfrenchsrfrench   February 08, 2016
(Updated: February 08, 2016)
5.0
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Always love Fritz though he says he's not political but it clearly shows through:)

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Preparing 1040s: What Financial Advisors Must Know (2 CE credits)
Webinars
srfrenchsrfrench   January 28, 2016
(Updated: January 28, 2016)
4.0
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10 Action Areas For CCOs
Webinars
srfrenchsrfrench   October 29, 2015
(Updated: October 29, 2015)
4.0
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Retirement Portfolio Design
Webinars
srfrenchsrfrench   October 22, 2015
(Updated: October 22, 2015)
4.0
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Poor Average Excellent
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Betterment Institutional Webinar
Webinars
srfrenchsrfrench   October 15, 2015
(Updated: October 15, 2015)
3.0
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Business-Owner Tax Rules Investment Advisors Must Know About For 2016
Webinars
srfrenchsrfrench   October 01, 2015
(Updated: October 01, 2015)
4.0
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Fritz Meyer Economic And Investment Update, August 2015
Webinars
srfrenchsrfrench   August 10, 2015
(Updated: August 10, 2015)
4.0
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Poor Average Excellent
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Retirement Portfolio Adequacy
Webinars
srfrenchsrfrench   May 14, 2015
(Updated: May 14, 2015)
4.0
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Fritz Meyer Economic And Investment Update, March 2015
Webinars
srfrenchsrfrench   March 09, 2015
(Updated: March 09, 2015)
4.0
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Great

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The Investment Accident Waiting To Happen
Webinars
srfrenchsrfrench   January 15, 2015
(Updated: January 15, 2015)
5.0
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Year-End Tax Planning Strategies For 2014
Webinars
srfrenchsrfrench   September 11, 2014
(Updated: September 11, 2014)
4.0
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Very good

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Fritz Meyer Economic And Investment Update, June 2014 (Two CE credits)*
Webinars
srfrenchsrfrench   June 09, 2014
(Updated: June 09, 2014)
4.0
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Poor Average Excellent

-

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eMoney
Financial Planning
srfrenchsrfrench   June 06, 2014
Overall rating 
 
 
2.8
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
1.0
Taxes 
 
 
1.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
4.0

Solid, comprehensive product but too proprietary

Said it all

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SEC's New RIA Guidance On Social Media
Webinars
srfrenchsrfrench   May 08, 2014
(Updated: May 08, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

-

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Bracket Management And Tax-Aware Investing
Webinars
srfrenchsrfrench   April 24, 2014
(Updated: April 24, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

-

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Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements
Webinars
srfrenchsrfrench   April 10, 2014
(Updated: April 10, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

One of the best I've seen. And thank you for continuing to do these.

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Inflation And Asset Performance
Webinars
srfrenchsrfrench   April 03, 2014
(Updated: April 03, 2014)
3.0
Average Attendee Rating
Poor Average Excellent

Was a rehash of previous presentations by Craig which is fine but would like to have him address some questions. I will reach out to him directly.

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Fritz Meyer Economic And Investment Update, March 2014
Webinars
srfrenchsrfrench   March 10, 2014
(Updated: March 10, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

-

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28 results - showing 1 - 25