Reviews written by 65 Madison

16 results - showing 1 - 16  
 
 
Fritz Meyer Quarterly Economic Update, July 2017 (Two Credits)
Webinars
65 Madison65 Madison   July 10, 2017
(Updated: July 10, 2017)
4.0
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IRAs And Roth IRAs After A Client Dies
Webinars
65 Madison65 Madison   March 23, 2017
(Updated: March 23, 2017)
4.0
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2017 Compliance For RIAs
Webinars
65 Madison65 Madison   December 08, 2016
(Updated: December 08, 2016)
5.0
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well done

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Rebalancing: An Act Of Courage
Webinars
65 Madison65 Madison   November 29, 2016
(Updated: November 29, 2016)
4.0
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Pretty basic information

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FLPs Out! Act Now On Valuation Discounts
Webinars
65 Madison65 Madison   September 29, 2016
(Updated: September 29, 2016)
3.0
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The details were too complex given my knowledge base.

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2016 Year-End Tax Planning For Investment Advisors
Webinars
65 Madison65 Madison   August 25, 2016
(Updated: August 25, 2016)
5.0
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Excellent presentation

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2016 Estate And Gift Tax Class For Financial Advisors
Webinars
65 Madison65 Madison   July 21, 2016
(Updated: July 21, 2016)
5.0
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excellent

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Defining A Fiduciary-Level Of Diversification
Webinars
65 Madison65 Madison   May 25, 2016
(Updated: May 25, 2016)
4.0
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Retirement Portfolio Torture Test, 1970-2015
Webinars
65 Madison65 Madison   April 27, 2016
(Updated: April 27, 2016)
4.0
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Disaster Planning For RIAs
Webinars
65 Madison65 Madison   April 07, 2016
(Updated: April 07, 2016)
3.0
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I felt I was in a sales presentation.

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IRAs And Roth IRAs After A Client Dies
Webinars
65 Madison65 Madison   March 30, 2016
(Updated: March 30, 2016)
5.0
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Very detailed and difficult to take notes or save for later study

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2015 Asset-Class Performance Versus 5-, 10-, and 15-Year Periods
Webinars
65 Madison65 Madison   January 27, 2016
(Updated: January 27, 2016)
4.0
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Fritz Meyer's 4Q2015 Roundup (2 CPE credits)
Webinars
65 Madison65 Madison   January 11, 2016
(Updated: January 11, 2016)
4.0
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well done

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What Every Advisor Needs To Know About Self-Directed IRAs
Webinars
65 Madison65 Madison   July 17, 2014
(Updated: July 17, 2014)
5.0
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this was an excellent webinar. Thank you

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Fritz Meyer Economic And Investment Update, April 2014
Webinars
65 Madison65 Madison   April 07, 2014
(Updated: April 07, 2014)
3.0
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Too long

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Inflation And Asset Performance
Webinars
65 Madison65 Madison   April 03, 2014
(Updated: April 03, 2014)
4.0
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It seemed a bit basic.

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16 results - showing 1 - 16