Reviews written by cmarrs

9 results - showing 1 - 9  
 
 
An Economy On The Edge; Fritz Meyer Economic Update, July 2022
Webinars
cmarrscmarrs   July 11, 2022
10
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Standard Deviation: Finding the Sweet Spot
Webinars
cmarrscmarrs   February 23, 2022
10
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Practice Strategies For Financial Planners
Webinars
cmarrscmarrs   December 17, 2015
(Updated: December 17, 2015)
4.0
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I thought it was going to have a lot more ideas on marketing of the marketable advantages of a CPA financial advisor planner

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Positioning And Delivering Retirement Income With Clients
Webinars
cmarrscmarrs   July 23, 2015
(Updated: July 23, 2015)
4.0
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Retirement Portfolio Adequacy
Webinars
cmarrscmarrs   May 14, 2015
(Updated: May 14, 2015)
5.0
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How To Run An RIA Utilizing Tax-Efficient Investment Techniques
Webinars
cmarrscmarrs   February 19, 2015
(Updated: February 19, 2015)
4.0
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The webinar was very insightful.

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A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)
Webinars
cmarrscmarrs   January 22, 2015
(Updated: January 22, 2015)
4.0
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Managing Clients Tax Effectively In 2015, And Year-End Reminders For 2014
Webinars
cmarrscmarrs   November 20, 2014
(Updated: November 20, 2014)
4.0
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The Psychology Of Risk: The Behavioral Finance Perspective
Webinars
cmarrscmarrs   February 27, 2014
(Updated: February 27, 2014)
3.0
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I think the webinar did a good job of explaining the overall scope of topics related to Behavioral Finance. Overall, this was a very informative presentation.

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9 results - showing 1 - 9