Reviews written by npolitziner

97 results - showing 1 - 25  
 
 
2021 Tax Planning Continuing Professional Education
Webinars
npolitzinernpolitziner   January 20, 2021
10
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Wonderful and TIMELY

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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
Webinars
npolitzinernpolitziner   January 12, 2021
9.0
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2021 Outlook, CE For Financial Professionals Only
Webinars
npolitzinernpolitziner   January 11, 2021
10
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excellent and timely

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Paycheck Protection Program, Round II
Webinars
npolitzinernpolitziner   December 22, 2020
10
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timely

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Redesigning Portfolios Built For Accumulation To Work In The Decumulation Phase
Webinars
npolitzinernpolitziner   December 15, 2020
10
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excellent. Different way to analyze investment strategy

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Continuing Education And News Analysis For Financial Planners
Webinars
npolitzinernpolitziner   December 07, 2020
10
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excellent

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Three Retirement Income Withdrawal Techniques For Roth And Taxable Accounts
Webinars
npolitzinernpolitziner   November 18, 2020
8.0
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seems like more of the same

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Urgent Planning Considerations In Light Of A Biden Administration
Webinars
npolitzinernpolitziner   November 16, 2020
10
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very good down to earth

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2020 Post-Election Tax Planning CE For Professionals
Webinars
npolitzinernpolitziner   November 11, 2020
10
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great

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The Next 25 Years For Investment Markets
Webinars
npolitzinernpolitziner   October 21, 2020
8.0
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Covidnomics: Financial Economics Amid Covid Crisis With Fritz Meyer
Webinars
npolitzinernpolitziner   October 12, 2020
10
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great. gave new insight on economy under Biden

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Managing Capital Gains In 2020 And Beyond
Webinars
npolitzinernpolitziner   October 07, 2020
10
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excellent. PLEASE SEND THE CAPITAL GAINS PYRAMID WHEN BOB COMPLETES IT. Thanks, Norm

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Deconstructing The S&P 500 By Sectors And The Index's Changing Risks
Webinars
npolitzinernpolitziner   September 23, 2020
8.0
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ok Hindsight is 20-20

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Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice
Webinars
npolitzinernpolitziner   September 14, 2020
5.0
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Can't make psychologists out of planners unless they are experienced in this kind of work

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Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
npolitzinernpolitziner   September 09, 2020
10
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great

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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Webinars
npolitzinernpolitziner   September 07, 2020
10
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excellent

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Low-Expense Investing For Tax, Financial & Investment Planning Professionals
Webinars
npolitzinernpolitziner   August 26, 2020
9.0
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charge less, client gets more.......and we get less. I did like the new economy investments

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Estate & Asset Protection Problems Arising Amid Covid
Webinars
npolitzinernpolitziner   August 23, 2020
10
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excellent. Next time may be beneficial to dive deep into one or 2 planning techniques rather than wide overview.

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With Covid-Crisis Recession Ending Now, What's Ahead?
Webinars
npolitzinernpolitziner   August 10, 2020
10
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2020 Tax Planning Amid Covid Financial Crisis
Webinars
npolitzinernpolitziner   August 05, 2020
10
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excellent

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Covid Crisis Estate Planning With Gideon Rothschild
Webinars
npolitzinernpolitziner   July 29, 2020
9.0
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Quarterly Economic Review For Private Wealth Advisors, July 2020
Webinars
npolitzinernpolitziner   July 13, 2020
10
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great

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The New Math Driving 2020 Roth Conversions
Webinars
npolitzinernpolitziner   July 08, 2020
8.0
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mostly a repeat

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Diversification: How Much Is Enough?
Webinars
npolitzinernpolitziner   June 24, 2020
8.0
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Much of the same stuff rehashed

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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
npolitzinernpolitziner   June 08, 2020
10
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Timely and Important

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97 results - showing 1 - 25