Reviews written by MTDwyer

New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing

Webinars

MTDwyer January 12, 2021

10
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extremely informative and well thought out, looking forward to getting the slides

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Talking With Clients About The Next Bear Market

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MTDwyer August 28, 2019

5.0
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Fritz Meyer Economic Update, May 2019

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MTDwyer May 13, 2019

5.0
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Trust & Estate Planning For IAs And Financial Planners

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MTDwyer April 10, 2019

5.0
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Fritz Meyer Economic Update, March 2019

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MTDwyer March 11, 2019

5.0
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Fritz Meyer Economic Update, February 2019

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MTDwyer February 11, 2019

5.0
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Fritz Meyer Breaking News CE Webinar: Bear Market 2018

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MTDwyer December 25, 2018

5.0
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It was very informative and useful especially given the current market volatility.

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An Epoch Journey: 33 Investor Life-Cycles Since 1926

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MTDwyer June 27, 2018

5.0
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Fritz Meyer Quarterly Economic Update, April 2018 (Two Credits)

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MTDwyer April 09, 2018

5.0
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These presentations are always invaluable to my practice.

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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)

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MTDwyer January 09, 2017
(Updated: January 09, 2017)

5.0
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EXCELLENT

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Inflation And Investing Since 1970

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MTDwyer September 28, 2016
(Updated: September 28, 2016)

4.0
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very informative

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2016 Year-End Tax Planning For Investment Advisors

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MTDwyer August 25, 2016
(Updated: August 25, 2016)

5.0
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very informative and thought provoking

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Fritz Meyer Economic And Investment Update, May 2016

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MTDwyer May 09, 2016
(Updated: May 09, 2016)

4.0
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very good

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Retirement Portfolio Torture Test, 1970-2015

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MTDwyer April 27, 2016
(Updated: April 27, 2016)

1.0
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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)

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MTDwyer April 11, 2016
(Updated: April 11, 2016)

5.0
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10 Action Areas For CCOs

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MTDwyer October 29, 2015
(Updated: October 29, 2015)

5.0
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I thought it was very succinct and extremely relative presentation.

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Betterment Institutional Webinar

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MTDwyer October 15, 2015
(Updated: October 15, 2015)

5.0
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Very Good

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LEARN, COMMIT, SUSTAIN: Client Education And Retention

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MTDwyer August 20, 2015
(Updated: August 20, 2015)

5.0
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I like Craig Israelsen, his Philosophy is back tested and sound

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Fritz Meyer Economic And Investment Update, March 2015

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MTDwyer March 09, 2015
(Updated: March 09, 2015)

5.0
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2015 Tax Traps, Tips, And Tricks For Investment Advisers

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MTDwyer February 26, 2015
(Updated: February 26, 2015)

5.0
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very informative,

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