Reviews written by 641xyZ

7 results - showing 1 - 7  
 
 
2016 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
641xyZ641xyZ   February 25, 2016
(Updated: February 25, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Technology, Financial Professionals, And Client Engagement
Webinars
641xyZ641xyZ   February 18, 2016
(Updated: February 18, 2016)
4.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Fritz Meyer Economic And Investment Update, February 2016
Webinars
641xyZ641xyZ   February 08, 2016
(Updated: February 08, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Fritz certainly presents the bullish case well.

Read Review Comments (0)
Preparing 1040s: What Financial Advisors Must Know (2 CE credits)
Webinars
641xyZ641xyZ   January 28, 2016
(Updated: January 28, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Learned some new things to help clients with

Read Review Comments (0)
2015 Asset-Class Performance Versus 5-, 10-, and 15-Year Periods
Webinars
641xyZ641xyZ   January 27, 2016
(Updated: January 27, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

very helpful

Read Review Comments (0)
What Markets Are Completely Missing About 2016
Webinars
641xyZ641xyZ   January 07, 2016
(Updated: January 07, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

fabulous!!!

Read Review Comments (0)
Practice Strategies For Financial Planners
Webinars
641xyZ641xyZ   December 19, 2015
5.0
Average Attendee Rating
Poor Average Excellent

Very helpful for CPA / CFP

Very helpful for CPA / CFP advisors.

Read Review Comments (0)
7 results - showing 1 - 7