Reviews written by Bernardj31

70 results - showing 1 - 25  
 
 
Fritz Meyer Economic Update, February 2019
Webinars
Bernardj31Bernardj31   February 11, 2019
5.0
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Fritz Meyer Economic Update, November 2018
Webinars
Bernardj31Bernardj31   November 19, 2018
5.0
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Great

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Crucial Conversations: A New Retiree's Bear Market Risk
Webinars
Bernardj31Bernardj31   September 26, 2018
5.0
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good

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Fritz Meyer Economic Update, September 2018
Webinars
Bernardj31Bernardj31   September 12, 2018
5.0
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Great

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Proposed Regulations Specified Service Trades Or Businesses: Section 199A
Webinars
Bernardj31Bernardj31   August 29, 2018
5.0
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Interesting and detailed as always by Mr. Keebler

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Visualizing The Impact Of Various Withdrawal Rates
Webinars
Bernardj31Bernardj31   August 28, 2018
5.0
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Fritz Meyer Economic Update, August 2018
Webinars
Bernardj31Bernardj31   August 13, 2018
5.0
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Really like "Hot off the press" information!

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Dr. Craig Israelsen's Favorite Lessons For Clients
Webinars
Bernardj31Bernardj31   August 01, 2018
5.0
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Other than going too long (55min is ideal), I thought the use of Engine/Brake and Salsa metaphors was brilliant. His materials help with the presentation as well.

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Retirement Distribution And Tax Planning Strategies
Webinars
Bernardj31Bernardj31   July 18, 2018
5.0
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As always, very good information and slides.

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Fritz Meyer Quarterly Economic Update, July 2018 (Two Credits)
Webinars
Bernardj31Bernardj31   July 09, 2018
5.0
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Fantastic - definitely a fire hose, still trying to digest it all!

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An Epoch Journey: 33 Investor Life-Cycles Since 1926
Webinars
Bernardj31Bernardj31   June 27, 2018
5.0
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Fascinating to see the history of the market. Very informative, great presenter and slides. I was born in 1927 and I continue to enjoy learning through A4A.

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Fritz Meyer Economic Update, June 2018
Webinars
Bernardj31Bernardj31   June 11, 2018
5.0
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Current issues addressed

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Fritz Meyer Quarterly Economic Update, April 2018 (Two Credits)
Webinars
Bernardj31Bernardj31   April 09, 2018
5.0
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Fritz Meyer Economic Update, March 2018
Webinars
Bernardj31Bernardj31   March 12, 2018
5.0
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Fritz Meyer Economic Update, February 2018
Webinars
Bernardj31Bernardj31   February 06, 2018
(Updated: February 06, 2018)
5.0
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Fritz Meyer Quarterly Economic Update, January 2018 (Two Credits)
Webinars
Bernardj31Bernardj31   January 08, 2018
(Updated: January 08, 2018)
5.0
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Fritz Meyer Economic Update, November 2017
Webinars
Bernardj31Bernardj31   November 13, 2017
(Updated: November 13, 2017)
5.0
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How The New Tax Law Affects Year-End Planning
Webinars
Bernardj31Bernardj31   November 01, 2017
(Updated: November 01, 2017)
4.0
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Fritz Meyer Quarterly Economic Update, July 2017 (Two Credits)
Webinars
Bernardj31Bernardj31   July 10, 2017
(Updated: July 10, 2017)
4.0
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GOOD!

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Fritz Meyer Economic Update, June 2017
Webinars
Bernardj31Bernardj31   June 12, 2017
(Updated: June 12, 2017)
4.0
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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
Bernardj31Bernardj31   June 04, 2017
(Updated: June 04, 2017)
5.0
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GREAT

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Fritz Meyer Economic Update, May 2017
Webinars
Bernardj31Bernardj31   May 08, 2017
(Updated: May 08, 2017)
5.0
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How Long Is The Long-Run?
Webinars
Bernardj31Bernardj31   April 26, 2017
(Updated: April 26, 2017)
4.0
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Fritz Meyer Quarterly Economic Update, April 2017 (Two Credits)
Webinars
Bernardj31Bernardj31   April 10, 2017
(Updated: April 10, 2017)
5.0
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great

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IRAs And Roth IRAs After A Client Dies
Webinars
Bernardj31Bernardj31   March 23, 2017
(Updated: March 23, 2017)
4.0
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70 results - showing 1 - 25