Reviews written by CamCap

17 results - showing 1 - 17  
 
 
2020 Tax Planning Amid Covid Financial Crisis
Webinars
CamCapCamCap   August 05, 2020
10
Average Attendee Rating
Poor Average Excellent

Bob is always great.

Read Review Comments (0)
PPP Update For Advisors, June Edition
Webinars
CamCapCamCap   June 03, 2020
9.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
CamCapCamCap   April 01, 2020
10
Average Attendee Rating
Poor Average Excellent

Bob is always great.

Read Review Comments (0)
Fritz Meyer Economic Update, September 2019
Webinars
CamCapCamCap   September 09, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Fritz is always very good.

Read Review Comments (0)
2019 Planning For The SALT Limitation & Charitable Contributions
Webinars
CamCapCamCap   June 26, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Always good to hear Bob's point of view.

Read Review Comments (0)
Fritz Meyer Economic Update, May 2019
Webinars
CamCapCamCap   May 13, 2019
4.0
Average Attendee Rating
Poor Average Excellent

It was very good.

Read Review Comments (0)
Advanced Tax Planning For Sec. 199A Business Deduction
Webinars
CamCapCamCap   November 14, 2018
4.0
Average Attendee Rating
Poor Average Excellent

Bob is always great.

Read Review Comments (0)
Fritz Meyer On The S&P 500 Correction
Webinars
CamCapCamCap   October 29, 2018
4.0
Average Attendee Rating
Poor Average Excellent

It was good. Fritz is wonderful.

Read Review Comments (0)
Dr. Craig Israelsen's Favorite Lessons For Clients
Webinars
CamCapCamCap   August 01, 2018
4.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Fritz Meyer Economic Update, May 2018
Webinars
CamCapCamCap   May 07, 2018
4.0
Average Attendee Rating
Poor Average Excellent

It was good.

Read Review Comments (0)
How Long Is The Long-Run?
Webinars
CamCapCamCap   April 26, 2017
(Updated: April 26, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
2016 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
CamCapCamCap   February 25, 2016
(Updated: February 25, 2016)
4.0
Average Attendee Rating
Poor Average Excellent

Overall good, as expected.

Read Review Comments (0)
Lessons From 46-Years Of Monthly Returns
Webinars
CamCapCamCap   February 24, 2016
(Updated: February 24, 2016)
4.0
Average Attendee Rating
Poor Average Excellent

Good presentation.

Read Review Comments (0)
2016 Global Market Outlook With Russell Investments
Webinars
CamCapCamCap   January 21, 2016
(Updated: January 21, 2016)
4.0
Average Attendee Rating
Poor Average Excellent

Good

Read Review Comments (0)
2015 Tax Traps, Tips, And Tricks For Investment Advisers
Webinars
CamCapCamCap   February 26, 2015
(Updated: February 26, 2015)
4.0
Average Attendee Rating
Poor Average Excellent

Good.

Read Review Comments (0)
Optimizing Social Security Claims In Retirement Income Planning
Webinars
CamCapCamCap   October 16, 2014
(Updated: October 16, 2014)
2.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
PortfolioCenter
Portfolio Management
CamCapCamCap   August 20, 2013
Overall rating 
 
 
3.2
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
2.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
2.0

Average

Average

Read Review Comments (0)
17 results - showing 1 - 17