Reviews written by agentpook

65 results - showing 1 - 25  
 
 
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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Roth IRAs Transformed By New Tax Rules & Low Rates
Webinars
agentpookagentpook   November 20, 2019
5.0
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Great job!

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Fritz Meyer Economic Update, September 2019
Webinars
agentpookagentpook   September 09, 2019
5.0
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Very good.

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30 Common Types Of Trusts: Part 1
Webinars
agentpookagentpook   August 19, 2019
5.0
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Great content!

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Fritz Meyer Quarterly Economic Update, July 2019 (Two Credits)
Webinars
agentpookagentpook   July 08, 2019
5.0
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Great information as always!

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2019 Planning For The SALT Limitation & Charitable Contributions
Webinars
agentpookagentpook   June 26, 2019
5.0
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Always great to hear Bob present!

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IRA Life Expectancy Payout Changes Require Urgency
Webinars
agentpookagentpook   May 22, 2019
5.0
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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
agentpookagentpook   April 30, 2019
2.0
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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
agentpookagentpook   March 20, 2019
5.0
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Always great to hear a presentation by Mr. Keebler!

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Fritz Meyer Economic Update, February 2019
Webinars
agentpookagentpook   February 11, 2019
5.0
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Great webinar!

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65 results - showing 1 - 25