Reviews written by CamCap

22 results - showing 1 - 22  
 
 
EARN Act (aka SECURE 2.0) Upends Retirement Planning; Bob Keebler’s Monthly Tax And Financial Planning Course, Jan. 2023
Webinars
CamCapCamCap   January 18, 2023
9.0
Average Attendee Rating
Poor Average Excellent
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IRAs At Death And Beyond, Bob Keebler’s July 2022 Tax Class
Webinars
CamCapCamCap   July 20, 2022
8.0
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Poor Average Excellent
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2021 Year-End Tax Planning Strategies
Webinars
CamCapCamCap   September 22, 2021
10
Average Attendee Rating
Poor Average Excellent

Good, Bob is always great.

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2021 Wealth Transfer Planning Strategies For IRAs; Robert Keebler, Tax CE
Webinars
CamCapCamCap   June 16, 2021
9.0
Average Attendee Rating
Poor Average Excellent

Bob is great.

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In Which Asset Classes Does Active Beat Passive?
Webinars
CamCapCamCap   April 27, 2021
9.0
Average Attendee Rating
Poor Average Excellent

Good as always.

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2020 Tax Planning Amid Covid Financial Crisis
Webinars
CamCapCamCap   August 05, 2020
10
Average Attendee Rating
Poor Average Excellent

Bob is always great.

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PPP Update For Advisors, June Edition
Webinars
CamCapCamCap   June 03, 2020
9.0
Average Attendee Rating
Poor Average Excellent
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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.

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Fritz Meyer Economic Update, September 2019
Webinars
CamCapCamCap   September 09, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Fritz is always very good.

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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.

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Fritz Meyer Economic Update, May 2019
Webinars
CamCapCamCap   May 13, 2019
4.0
Average Attendee Rating
Poor Average Excellent

It was very good.

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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.

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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.

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

It was good.

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How Long Is The Long-Run?
Webinars
CamCapCamCap   April 26, 2017
(Updated: April 26, 2017)
5.0
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2016 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
CamCapCamCap   February 25, 2016
(Updated: February 25, 2016)
4.0
Average Attendee Rating
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Overall good, as expected.

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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.

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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

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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.

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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

-

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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

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22 results - showing 1 - 22