Reviews written by agentpook

74 results - showing 1 - 25  
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As Inflation Raises Recession Fears, Fritz Meyer Reviews May 2022 Financial Economic Conditions
Webinars
agentpookagentpook   May 02, 2022
10
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Your Client Received An LTCI Premium Increase Notice. What's Your Advice? LTCI Class 1
Webinars
agentpookagentpook   March 21, 2022
5.0
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I had a hard time following the presenter and applying it to my job.

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Large-IRA Tax & Financial Planning Strategies; Robert Keebler, March 2022
Webinars
agentpookagentpook   March 16, 2022
10
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Love Bob Keebler's webinars!

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The 2022 Outlook Is For Wage Inflation, Slowing Earnings Fed Tightening But Strong GDP Growth; Fritz Meyer's CE Class, Feb. 2022
Webinars
agentpookagentpook   February 14, 2022
10
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Bond Fund Alternatives To Consider In A Low-Rate, High Inflation Economy
Webinars
agentpookagentpook   December 15, 2021
10
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Earnings-Driven Stock Records Amid Frightening Inflation: Fritz Meyer, November 2021
Webinars
agentpookagentpook   November 08, 2021
10
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Great content as always!

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Year End Tax Planning For The Other 99%
Webinars
agentpookagentpook   October 20, 2021
10
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Keebler’ never disappoints. The reason I am a subscriber.

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Technical Tips And Traps Of 2021 Roth IRA Conversions
Webinars
agentpookagentpook   August 18, 2021
10
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Great info.

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Income Tax Planning Opportunities In 2021, A Year Of Transition; Robert Keebler, May 2021 CE Class
Webinars
agentpookagentpook   May 19, 2021
10
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Excellent

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In Which Asset Classes Does Active Beat Passive?
Webinars
agentpookagentpook   April 27, 2021
9.0
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What's Driving Stocks To Record Highs? Fritz Meyer, Financial Economics CE Live
Webinars
agentpookagentpook   April 12, 2021
10
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2021 Tax Planning Continuing Professional Education
Webinars
agentpookagentpook   January 20, 2021
10
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Keebler did an awesome job as always.

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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
Webinars
agentpookagentpook   January 12, 2021
7.0
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2021 Outlook, CE For Financial Professionals Only
Webinars
agentpookagentpook   January 11, 2021
10
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Paycheck Protection Program, Round II
Webinars
agentpookagentpook   December 22, 2020
10
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Excellent relevant webinar!

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Continuing Education And News Analysis For Financial Planners
Webinars
agentpookagentpook   December 07, 2020
10
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Always informative

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Urgent Planning Considerations In Light Of A Biden Administration
Webinars
agentpookagentpook   November 16, 2020
8.0
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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Webinars
agentpookagentpook   September 07, 2020
10
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Low-Expense Investing For Tax, Financial & Investment Planning Professionals
Webinars
agentpookagentpook   August 26, 2020
10
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With Covid-Crisis Recession Ending Now, What's Ahead?
Webinars
agentpookagentpook   August 10, 2020
10
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Quarterly Economic Review For Private Wealth Advisors, July 2020
Webinars
agentpookagentpook   July 13, 2020
10
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Very good statistics

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The New Math Driving 2020 Roth Conversions
Webinars
agentpookagentpook   July 08, 2020
10
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I love Bob Keebler's webinars!

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Diversification: How Much Is Enough?
Webinars
agentpookagentpook   June 24, 2020
7.0
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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
agentpookagentpook   April 01, 2020
10
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Tax And Estate Planning For IRAs After The SECURE Act
Webinars
agentpookagentpook   January 08, 2020
10
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Timely and helpful

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74 results - showing 1 - 25  
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