Reviews written by agentpook

Tax And Estate Planning For IRAs After The SECURE Act

Webinars

agentpook January 08, 2020

Rating

10.0

Timely and helpful

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Roth IRAs Transformed By New Tax Rules & Low Rates

Webinars

agentpook November 20, 2019

Rating

5.0

Great job!

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Fritz Meyer Economic Update, September 2019

Webinars

agentpook September 09, 2019

Rating

5.0

Very good.

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30 Common Types Of Trusts: Part 1

Webinars

agentpook August 19, 2019

Rating

5.0

Great content!

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Fritz Meyer Quarterly Economic Update, July 2019 (Two Credits)

Webinars

agentpook July 08, 2019

Rating

5.0

Great information as always!

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2019 Planning For The SALT Limitation & Charitable Contributions

Webinars

agentpook June 26, 2019

Rating

5.0

Always great to hear Bob present!

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IRA Life Expectancy Payout Changes Require Urgency

Webinars

agentpook May 22, 2019

Rating

5.0

Fantastic content applicable to everyone! Would have liked a little slower pace for my brain to keep up, but understand there is a lot of content to get through....

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Life Settlements For Fiduciaries

Webinars

agentpook April 30, 2019

Rating

2.0

I had a hard time following the odds program - maybe because I am not too familiar with life settlements.

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College Funding CE For Financial Planners And IAs

Webinars

agentpook March 20, 2019

Rating

5.0

Always great to hear a presentation by Mr. Keebler!

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Fritz Meyer Economic Update, February 2019

Webinars

agentpook February 11, 2019

Rating

5.0

Great webinar!

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Best Financial & Tax Planning Ideas For 2019

Webinars

agentpook January 21, 2019

Rating

5.0

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Fritz Meyer Quarterly Economic Update, January 2019 (Two Credits)

Webinars

agentpook January 14, 2019

Rating

5.0

Another great webinar!

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Fritz Meyer Breaking News CE Webinar: Bear Market 2018

Webinars

agentpook December 25, 2018

Rating

5.0

I am very appreciative for these economic updates!

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Advanced Planning With Roth IRAs

Webinars

agentpook December 12, 2018

Rating

5.0

Great!

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Fritz Meyer Economic Update, December 2018

Webinars

agentpook December 10, 2018

Rating

5.0

Very good as usual!

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Fritz Meyer Economic Update, November 2018

Webinars

agentpook November 19, 2018

Rating

5.0

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Why GIPS® Standards Are Now More Important To Wealth Advisors

Webinars

agentpook November 13, 2018

Rating

5.0

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Designing Portfolios To Beat A 4% "Safe" Withdrawal Rate

Webinars

agentpook October 30, 2018

Rating

5.0

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Fritz Meyer On The S&P 500 Correction

Webinars

agentpook October 29, 2018

Rating

5.0

N/A

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Fritz Meyer Quarterly Economic Update, October 2018 (Two Credits)

Webinars

agentpook October 08, 2018

Rating

5.0

Another great webinar.

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2018 Year-End Tax Guidance For Investment Advisers

Webinars

agentpook September 19, 2018

Rating

5.0

Bob Keebler is phenomenal!

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Visualizing The Impact Of Various Withdrawal Rates

Webinars

agentpook August 28, 2018

Rating

5.0

Great as usual.

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Fritz Meyer Economic Update, August 2018

Webinars

agentpook August 13, 2018

Rating

5.0

Always great seminars

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Retirement Distribution And Tax Planning Strategies

Webinars

agentpook July 18, 2018

Rating

5.0

Excellent webinar - content was relevant and the speaker was engaging and very knowledgeable (as always)

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Applying A Regulatory Framework To Your Compliance Program

Webinars

agentpook July 11, 2018

Rating

5.0

Good webinar on compliance

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