Reviews written by lizwhitt

20 results - showing 1 - 20  
 
 
Fritz Meyer Economic Update, August 2019
Webinars
lizwhittlizwhitt   August 12, 2019
Rating 
 
5.0

Informative. Clear presentation.

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Fritz Meyer Quarterly Economic Update, July 2019 (Two Credits)
Webinars
lizwhittlizwhitt   July 08, 2019
Rating 
 
5.0

It would be nice if the polls could be closed a bit sooner as they completely cover the slides while open. Other than that, it is always a good...

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2019 Planning For The SALT Limitation & Charitable Contributions
Webinars
lizwhittlizwhitt   June 26, 2019
Rating 
 
5.0

Excellent as usual

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Fritz Meyer Special Session On The Yield Curve
Webinars
lizwhittlizwhitt   May 29, 2019
Rating 
 
5.0
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IRA Life Expectancy Payout Changes Require Urgency
Webinars
lizwhittlizwhitt   May 22, 2019
Rating 
 
5.0

Excellent information as always. I already have the slides. Thank you!

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Fritz Meyer Economic Update, May 2019
Webinars
lizwhittlizwhitt   May 13, 2019
Rating 
 
5.0
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Life Settlements For Fiduciaries
Webinars
lizwhittlizwhitt   April 30, 2019
Rating 
 
5.0
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Country- And Region-Specific Foreign ETFs Beyond EAFE
Webinars
lizwhittlizwhitt   April 24, 2019
Rating 
 
4.0
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Trust & Estate Planning For IAs And Financial Planners
Webinars
lizwhittlizwhitt   April 10, 2019
Rating 
 
5.0
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Fritz Meyer Quarterly Economic Update, April 2019 (Two Credits)
Webinars
lizwhittlizwhitt   April 08, 2019
Rating 
 
5.0

well done

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Foreign, Commodities, Fritz Meyer And MPT
Webinars
lizwhittlizwhitt   March 27, 2019
Rating 
 
5.0

Good information. I am looking forward to more information on commodities. I would appreciate insight on alternatives and private equity as well for investments beyond the core portfolio (beyond...

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Tax-Saving Strategies For Rental Real Estate Owners
Webinars
lizwhittlizwhitt   February 20, 2019
Rating 
 
5.0

To Go To Webinar - can you ask your programmers to design the Surveys so they do not cover the slide that is currently being discussed?

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Best Financial & Tax Planning Ideas For 2019
Webinars
lizwhittlizwhitt   January 21, 2019
Rating 
 
5.0
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Fritz Meyer Quarterly Economic Update, January 2019 (Two Credits)
Webinars
lizwhittlizwhitt   January 14, 2019
Rating 
 
5.0

Very educational, excellent information and insights into the economy. Good use of time.

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Fritz Meyer Breaking News CE Webinar: Bear Market 2018
Webinars
lizwhittlizwhitt   December 25, 2018
Rating 
 
5.0
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Advanced Planning With Roth IRAs
Webinars
lizwhittlizwhitt   December 12, 2018
Rating 
 
5.0
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Fritz Meyer Economic Update, December 2018
Webinars
lizwhittlizwhitt   December 10, 2018
Rating 
 
5.0
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Fritz Meyer Economic Update, November 2018
Webinars
lizwhittlizwhitt   November 19, 2018
Rating 
 
5.0

Well done.

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Designing Portfolios To Beat A 4% "Safe" Withdrawal Rate
Webinars
lizwhittlizwhitt   October 30, 2018
Rating 
 
5.0

Information was relevant and well-presented

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Fritz Meyer Quarterly Economic Update, October 2018 (Two Credits)
Webinars
lizwhittlizwhitt   October 08, 2018
Rating 
 
5.0

Excellent and reasoned presentation of the information

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20 results - showing 1 - 20  
 
 

 

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--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

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