Reviews written by ALR

11 results - showing 1 - 11  
 
 
How The New Tax Law Affects Year-End Planning
Webinars
ALRALR   November 01, 2017
(Updated: November 01, 2017)
5.0
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How Trump Tax Reform Proposal Alters Year-End Tax Planning
Webinars
ALRALR   September 27, 2017
(Updated: September 27, 2017)
5.0
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Very timely

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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
ALRALR   June 04, 2017
(Updated: June 04, 2017)
4.0
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Pretty basic. But all good reminders.

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Tax-Efficient Retirement Income And Portfolio Drawdown Techniques
Webinars
ALRALR   June 28, 2016
(Updated: June 28, 2016)
5.0
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Great - as always

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Practice Strategies For Financial Planners
Webinars
ALRALR   December 17, 2015
(Updated: December 17, 2015)
3.0
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Did not follow the course outline or webinar description very closely. Maybe 10 minutes related to those topics.

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Positioning And Delivering Retirement Income With Clients
Webinars
ALRALR   July 23, 2015
(Updated: July 23, 2015)
5.0
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Mid-Year Compliance Self-Test For RIAs
Webinars
ALRALR   July 16, 2015
(Updated: July 16, 2015)
5.0
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Very interesting. Could have been even longer. Great topic.

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IRAs, Roth IRAs And Investment Advisors
Webinars
ALRALR   June 01, 2015
(Updated: June 01, 2015)
5.0
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Very good ideas. Consistently good.

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Retirement Portfolio Adequacy
Webinars
ALRALR   May 14, 2015
(Updated: May 14, 2015)
5.0
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Excellent

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Fritz Meyer Economic And Investment Update, May 2015
Webinars
ALRALR   May 11, 2015
(Updated: May 11, 2015)
5.0
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Good, positive overview of economic factors.

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11 results - showing 1 - 11