Reviews written by BJBerno

12 results - showing 1 - 12  
 
 
Trust & Estate Planning For IAs And Financial Planners
Webinars
BJBernoBJBerno   April 10, 2019
Rating 
 
 
5.0
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Annual Update On Performance Characteristics Of Asset Classes And Portfolios
Webinars
BJBernoBJBerno   January 30, 2019
Rating 
 
 
4.0
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With Stock Market Volatility Higher, What Can You Expect?
Webinars
BJBernoBJBerno   November 28, 2018
Rating 
 
 
4.0
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Strategies Spawned By TCJA
Webinars
BJBernoBJBerno   April 11, 2018
Rating 
 
 
4.0

Good focus on specific issues for CFP's. Avoided too much technical jargon that only CPA's care about.

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IRAs And Roth IRAs After A Client Dies
Webinars
BJBernoBJBerno   March 23, 2017
(Updated: March 23, 2017)
Rating 
 
 
5.0
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Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods
Webinars
BJBernoBJBerno   March 23, 2016
(Updated: March 23, 2016)
Rating 
 
 
4.0
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2015 Asset-Class Performance Versus 5-, 10-, and 15-Year Periods
Webinars
BJBernoBJBerno   January 27, 2016
(Updated: January 27, 2016)
Rating 
 
 
5.0

very informative. Have to be careful not to make it a product promotion but speaker handles that very well.

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What Financial Advisors Must Know About Retirement Income Tax Planning
Webinars
BJBernoBJBerno   June 25, 2015
(Updated: June 25, 2015)
Rating 
 
 
5.0
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The Investment Accident Waiting To Happen
Webinars
BJBernoBJBerno   January 15, 2015
(Updated: January 15, 2015)
Rating 
 
 
5.0
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How Advisors Can Encourage Good Behavior In Retirement Investors
Webinars
BJBernoBJBerno   August 21, 2014
(Updated: August 21, 2014)
Rating 
 
 
5.0

Good to see multiple time periods: 44 years, 15 years, 10 years to support the conclusions.

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Strategic Tax Planning For Large IRAs
Webinars
BJBernoBJBerno   August 14, 2014
(Updated: August 14, 2014)
Rating 
 
 
4.0

Could not see Andy's presentation at the beginning. Audio presentation was breaking up a lot and had static. I don't think it was my computer, I have not had...

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The New Ideas Changing Retirement Income Planning
Webinars
BJBernoBJBerno   January 16, 2014
(Updated: January 16, 2014)
Rating 
 
 
4.0

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12 results - showing 1 - 12