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.

Read Review Comments (0)
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...

Read Review Comments (0)
2019 Planning For The SALT Limitation & Charitable Contributions
Webinars
lizwhittlizwhitt   June 26, 2019
Rating 
 
5.0

Excellent as usual

Read Review Comments (0)
Fritz Meyer Special Session On The Yield Curve
Webinars
lizwhittlizwhitt   May 29, 2019
Rating 
 
5.0
Read Review Comments (0)
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!

Read Review Comments (0)
Fritz Meyer Economic Update, May 2019
Webinars
lizwhittlizwhitt   May 13, 2019
Rating 
 
5.0
Read Review Comments (0)
Life Settlements For Fiduciaries
Webinars
lizwhittlizwhitt   April 30, 2019
Rating 
 
5.0
Read Review Comments (0)
Country- And Region-Specific Foreign ETFs Beyond EAFE
Webinars
lizwhittlizwhitt   April 24, 2019
Rating 
 
4.0
Read Review Comments (0)
Trust & Estate Planning For IAs And Financial Planners
Webinars
lizwhittlizwhitt   April 10, 2019
Rating 
 
5.0
Read Review Comments (0)
Fritz Meyer Quarterly Economic Update, April 2019 (Two Credits)
Webinars
lizwhittlizwhitt   April 08, 2019
Rating 
 
5.0

well done

Read Review Comments (0)
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...

Read Review Comments (0)
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?

Read Review Comments (0)
Best Financial & Tax Planning Ideas For 2019
Webinars
lizwhittlizwhitt   January 21, 2019
Rating 
 
5.0
Read Review Comments (0)
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.

Read Review Comments (0)
Fritz Meyer Breaking News CE Webinar: Bear Market 2018
Webinars
lizwhittlizwhitt   December 25, 2018
Rating 
 
5.0
Read Review Comments (0)
Advanced Planning With Roth IRAs
Webinars
lizwhittlizwhitt   December 12, 2018
Rating 
 
5.0
Read Review Comments (0)
Fritz Meyer Economic Update, December 2018
Webinars
lizwhittlizwhitt   December 10, 2018
Rating 
 
5.0
Read Review Comments (0)
Fritz Meyer Economic Update, November 2018
Webinars
lizwhittlizwhitt   November 19, 2018
Rating 
 
5.0

Well done.

Read Review Comments (0)
Designing Portfolios To Beat A 4% "Safe" Withdrawal Rate
Webinars
lizwhittlizwhitt   October 30, 2018
Rating 
 
5.0

Information was relevant and well-presented

Read Review Comments (0)
Fritz Meyer Quarterly Economic Update, October 2018 (Two Credits)
Webinars
lizwhittlizwhitt   October 08, 2018
Rating 
 
5.0

Excellent and reasoned presentation of the information

Read Review Comments (0)
20 results - showing 1 - 20