Reviews written by palanloss

Great information but well beyond the level of planning needed for most of my clientele,

Fritz ‘s presentation is fairly understandable, easy to follow and addresses the issues that our clients have questions about.

Great, timely useful information

Confirmed a lot of what I have been reading and addressed some concerns I had about other information.

Bob is very knowledgeable but is not always the easiest person to follow as he moves through his slides but the information is excellent.

Fritz provides an understandable, fact based presentation that gives insight and helps put things in perspective for me to discuss things with my clients and the other advisors in our...

Fritz always provides understandable information in his presentations.

Bob is very knowledgeable about the subject and his slides covered a lot with lists without written explanations. Information was informative and eye opening.

The software is amazing and appears to be very versatile. The compliance concerns are legitimate if we try to use it with clients and based on how we use...

Fritz always does a great job explaining investments.

Great and timely information that could be very useful with the right clientele.

Very informative but much more involved than we use for our clientele.

Excellent presentation, easy to follow, interesting timely slides of current articles and his perspective on why some prognosticators got it wrong.

It was a little hard to fully understand the presenter due to his accent but the materials were excellent.

A lot of very useful information like drinking from a firehose in such a short period of time for the presentation.

Good, understandable information and great graphics.

Your questionnaire ratings go to 10 and the speaker was not Fritz Meyer.

The program was informative. The subject is for a limited clientele but useful knowledge.

Your questionnaire ratings go to 10 and the speaker was not Fritz Meyer.

Basic but a good review of the year-end planning as well as the different platforms of the political candidates.

Very good information. Would be nice to have copies of the slides to review and determine how to put something together for our clients.

Excellent. Enjoyed the presentation and the charts that are very relevant to what is going on at this time. Glad it did not get into the weeds about...

Great information and perspective. Some good points that we can discuss with our clients. It was fast paced but necessarily so because of the amount of information covered....