Reviews written by wf1irb

50 results - showing 1 - 25  
 
 
Covidnomics: Financial Economics Amid Covid Crisis With Fritz Meyer
Webinars
wf1irbwf1irb   October 12, 2020
Rating 
 
 
10.0
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Managing Capital Gains In 2020 And Beyond
Webinars
wf1irbwf1irb   October 07, 2020
Rating 
 
 
10.0
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Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
wf1irbwf1irb   September 09, 2020
Rating 
 
 
10.0
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With Covid-Crisis Recession Ending Now, What's Ahead?
Webinars
wf1irbwf1irb   August 10, 2020
Rating 
 
 
10.0

Always appreciative of Fritz giving us rational, data-driven perspectives to counterbalance all the noise.

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Covid Crisis Estate Planning With Gideon Rothschild
Webinars
wf1irbwf1irb   July 29, 2020
Rating 
 
 
10.0
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2020 Compliance For RIAs
Webinars
wf1irbwf1irb   July 27, 2020
Rating 
 
 
10.0

Excellent, would like to see more compliance webinars woven into the calendar periodically.

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Quarterly Economic Review For Private Wealth Advisors, July 2020
Webinars
wf1irbwf1irb   July 13, 2020
Rating 
 
 
10.0
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The New Math Driving 2020 Roth Conversions
Webinars
wf1irbwf1irb   July 08, 2020
Rating 
 
 
10.0
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Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
wf1irbwf1irb   May 11, 2020
Rating 
 
 
10.0
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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
wf1irbwf1irb   April 01, 2020
Rating 
 
 
9.0
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The Coronavirus Crisis, Managing Cash, And Rebalancing
Webinars
wf1irbwf1irb   March 25, 2020
Rating 
 
 
7.0
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Opportunities Post-Correction, And Amid Low Interest Rates
Webinars
wf1irbwf1irb   March 11, 2020
Rating 
 
 
10.0
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Charitable Remainder Trusts Under The SECURE Act
Webinars
wf1irbwf1irb   January 28, 2020
Rating 
 
 
10.0
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Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)
Webinars
wf1irbwf1irb   January 13, 2020
Rating 
 
 
10.0

Time with Fritz is always time well spent.

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Showing Clients Retirement Portfolio Risk Variables
Webinars
wf1irbwf1irb   December 18, 2019
Rating 
 
 
4.0
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2020 Financial & Tax Planning Practitioner Guidance
Webinars
wf1irbwf1irb   December 04, 2019
Rating 
 
 
5.0
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Talking With Clients About The Next Bear Market
Webinars
wf1irbwf1irb   August 28, 2019
Rating 
 
 
3.0

It was OK, but based on the title and description I expected for focus on process or client communication about recessions (not just about diversification and model portfolios). ...

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IRA Life Expectancy Payout Changes Require Urgency
Webinars
wf1irbwf1irb   May 22, 2019
Rating 
 
 
5.0
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Fritz Meyer Quarterly Economic Update, April 2019 (Two Credits)
Webinars
wf1irbwf1irb   April 08, 2019
Rating 
 
 
5.0
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Foreign, Commodities, Fritz Meyer And MPT
Webinars
wf1irbwf1irb   March 27, 2019
Rating 
 
 
5.0

Excellent explanation of the complexities of making judgements about performance.

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College Funding CE For Financial Planners And IAs
Webinars
wf1irbwf1irb   March 20, 2019
Rating 
 
 
5.0

It would be great to have a webinar specifically about details of FAFSA

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Fritz Meyer Economic Update, February 2019
Webinars
wf1irbwf1irb   February 11, 2019
Rating 
 
 
5.0
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Advanced Planning With Roth IRAs
Webinars
wf1irbwf1irb   December 12, 2018
Rating 
 
 
5.0

Fast-paced but lots of great insights

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Fritz Meyer Economic Update, December 2018
Webinars
wf1irbwf1irb   December 10, 2018
Rating 
 
 
5.0
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Fritz Meyer Economic Update, November 2018
Webinars
wf1irbwf1irb   November 19, 2018
Rating 
 
 
5.0
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50 results - showing 1 - 25