Reviews written by David Zolt

Webinars

David Zolt April 30, 2019

3.0
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Too hard to follow. The presenter didn't establish the premise of the exercise before he went in to present his solutions.

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Tax-Saving Strategies For Rental Real Estate Owners

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David Zolt February 20, 2019

5.0
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Best Financial & Tax Planning Ideas For 2019

Webinars

David Zolt January 21, 2019

5.0
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Tax-Efficient Retirement Income And Portfolio Drawdown Techniques

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David Zolt June 28, 2016
(Updated: June 28, 2016)

5.0
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Everything An Investment Fiduciary Needs To Know About Trusts And Estates

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David Zolt May 24, 2016
(Updated: May 24, 2016)

5.0
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A Simple New Approach To Retirement Income Planning

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David Zolt May 12, 2016
(Updated: May 12, 2016)

3.0
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Unfortunately, I didn't learn anything new or useful. The first 50 minutes was a waste of time for me personally. The software is very limited in what it...

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What Markets Are Completely Missing About 2016

Webinars

David Zolt January 07, 2016
(Updated: January 07, 2016)

4.0
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LinkedIn For RIAs, Ninja-Style

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David Zolt July 24, 2014
(Updated: July 24, 2014)

5.0
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75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*

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David Zolt July 10, 2014
(Updated: July 10, 2014)

4.0
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75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*

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David Zolt June 26, 2014
(Updated: June 26, 2014)

5.0
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75 Ways To Generate Tax-Alpha (Part 1) (Two CE credits)*

Webinars

David Zolt May 28, 2014
(Updated: May 28, 2014)

4.0
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How To Produce And Edit Your Own Video Presentations

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David Zolt May 15, 2014
(Updated: May 15, 2014)

5.0
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The New Ideas Changing Retirement Income Planning

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David Zolt January 16, 2014
(Updated: January 16, 2014)

4.0
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