Reviews written by MLaspisa

17 results - showing 1 - 17  
 
 
Fritz Meyer Quarterly Economic Update, October 2019 (Two Credits)
Webinars
MLaspisaMLaspisa   October 07, 2019
5.0
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excellent as always

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Fritz Meyer Economic Update, August 2019
Webinars
MLaspisaMLaspisa   August 12, 2019
5.0
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Dr. Craig Israelsen's Favorite Lessons For Clients
Webinars
MLaspisaMLaspisa   August 01, 2018
5.0
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Poor Average Excellent

Was good, most of the information I have heard before, but always good to hear again and review the basics.

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How Much Diversification Is Enough And What's It Cost?
Webinars
MLaspisaMLaspisa   March 21, 2018
5.0
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excellent

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Performance Of Diversified Portfolios, 1970-2017
Webinars
MLaspisaMLaspisa   January 24, 2018
(Updated: January 24, 2018)
5.0
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excellent

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Fritz Meyer Quarterly Economic Update, January 2018 (Two Credits)
Webinars
MLaspisaMLaspisa   January 08, 2018
(Updated: January 08, 2018)
5.0
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Poor Average Excellent

Excellent

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Make Investment Review Meetings More Productive
Webinars
MLaspisaMLaspisa   December 13, 2017
(Updated: December 13, 2017)
5.0
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Poor Average Excellent
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Why You Must Discuss Asset Protection With Every Client, And What You Should Say
Webinars
MLaspisaMLaspisa   July 26, 2017
(Updated: July 26, 2017)
5.0
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it was a good refresher

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What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
Webinars
MLaspisaMLaspisa   July 19, 2017
(Updated: July 19, 2017)
3.0
Average Attendee Rating
Poor Average Excellent

I was disappointed in the lack of multiple periods of illustration. It was based on a single 18 year period that I thought was data mining. Overall the...

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Fritz Meyer Quarterly Economic Update, July 2017 (Two Credits)
Webinars
MLaspisaMLaspisa   July 10, 2017
(Updated: July 10, 2017)
5.0
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excellent as in the past

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Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios
Webinars
MLaspisaMLaspisa   June 21, 2017
(Updated: June 21, 2017)
5.0
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exellent

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Inflation, Returns, And Portfolio Management
Webinars
MLaspisaMLaspisa   May 24, 2017
(Updated: May 24, 2017)
5.0
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excellent as always

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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
Webinars
MLaspisaMLaspisa   January 09, 2017
(Updated: January 09, 2017)
5.0
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Poor Average Excellent

excellent

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Fritz Meyer Economic Update, December 2016
Webinars
MLaspisaMLaspisa   December 12, 2016
(Updated: December 12, 2016)
5.0
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Poor Average Excellent

outstanding

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2017 Compliance For RIAs
Webinars
MLaspisaMLaspisa   December 08, 2016
(Updated: December 08, 2016)
4.0
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no complaints

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Rebalancing: An Act Of Courage
Webinars
MLaspisaMLaspisa   November 29, 2016
(Updated: November 29, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

excellent. Would like the overheads

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Fritz Meyer Economic Update, November 2016
Webinars
MLaspisaMLaspisa   November 07, 2016
(Updated: November 07, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

outstanding

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17 results - showing 1 - 17