Reviews written by PremierPFS

19 results - showing 1 - 19  
 
 
PremierPFSPremierPFS   April 13, 2020
9.0
Average Attendee Rating
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I give Fritz Credit being out there on this topic in this environment

PremierPFSPremierPFS   October 16, 2019
5.0
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I knew much of this and did on my own 2018 return especially the 199a planning

PremierPFSPremierPFS   August 12, 2019
5.0
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Very informative

PremierPFSPremierPFS   July 24, 2019
5.0
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Great intro to very complex area

PremierPFSPremierPFS   July 10, 2019
5.0
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As a person going to mandatory retirement and constantly thinking strategies, this was helpful

PremierPFSPremierPFS   July 08, 2019
5.0
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Really technical so you need to be totally focused or your can miss out. I’m going to listen to this again because there is a lot to absorb

PremierPFSPremierPFS   April 10, 2019
5.0
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too basic for me but the slides are pretty good for the uninformed

PremierPFSPremierPFS   March 20, 2019
5.0
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COVERED A LOT OF STUFF AND SOME NOT INTERESTING BECAUSE BELOW RADAR ON MY CLIENTS, BUT GOOD JOB.

PremierPFSPremierPFS   March 11, 2019
5.0
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Fritz is right on top of things- really current and insightful

PremierPFSPremierPFS   February 20, 2019
5.0
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Bob makes things concise

PremierPFSPremierPFS   August 29, 2018
5.0
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PremierPFSPremierPFS   August 28, 2018
5.0
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This was great. As a near retirement advisor, this really helped give me some comfort!

PremierPFSPremierPFS   March 28, 2018
4.0
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It was good, It might be useful if the materials were distributed in advance and we walked thru the samples ourselves

PremierPFSPremierPFS   February 06, 2018
(Updated: February 06, 2018)
5.0
Average Attendee Rating
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Great! The questions were not relevant to the important stuff. You might have asked whats your favorite color like cch does-

PremierPFSPremierPFS   November 30, 2017
(Updated: November 30, 2017)
5.0
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timely!!!

PremierPFSPremierPFS   October 25, 2017
(Updated: October 25, 2017)
5.0
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Really good way of displaying power of the various attributes especially withdrawal rates and survivability!

PremierPFSPremierPFS   September 27, 2017
(Updated: September 27, 2017)
5.0
Average Attendee Rating
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Great start fir short notice

PremierPFSPremierPFS   September 05, 2017
(Updated: September 05, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

the cpe questions disappeared before I could appropriately digest them because bob had some meaty stuff being discussed at the same time. CCH takes a pause for the questions so...

PremierPFSPremierPFS   August 30, 2017
(Updated: August 30, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

bob always comes up with great ideas - thanks Andy and Bob Bob Kuchner

19 results - showing 1 - 19