Reviews written by dlloyd

11 results - showing 1 - 11  
 
 
2021 Tax Planning Continuing Professional Education
Webinars
dlloyddlloyd   January 20, 2021
10
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so useful and relevant

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2021 Outlook, CE For Financial Professionals Only
Webinars
dlloyddlloyd   January 11, 2021
10
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FANTASTIC!!

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Paycheck Protection Program, Round II
Webinars
dlloyddlloyd   December 22, 2020
10
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Redesigning Portfolios Built For Accumulation To Work In The Decumulation Phase
Webinars
dlloyddlloyd   December 15, 2020
10
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Really informative & putting a unique twist on decumulation strategies

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Continuing Education And News Analysis For Financial Planners
Webinars
dlloyddlloyd   December 07, 2020
10
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really great!

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Three Retirement Income Withdrawal Techniques For Roth And Taxable Accounts
Webinars
dlloyddlloyd   November 18, 2020
10
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Great. It will give me more confidence when talking clients through tough performance periods

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Urgent Planning Considerations In Light Of A Biden Administration
Webinars
dlloyddlloyd   November 16, 2020
6.0
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too long

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2020 Post-Election Tax Planning CE For Professionals
Webinars
dlloyddlloyd   November 11, 2020
10
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thought provocative

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Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
dlloyddlloyd   September 09, 2020
8.0
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Good heads up, but hard to implement strategies when outcome of election is unknown. I'm keeping fingers crossed for continued current tax environment.

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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Webinars
dlloyddlloyd   September 07, 2020
10
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Very useful and meaningful presentation

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Giving Retirement Clients Facts And Reasons For Hope
Webinars
dlloyddlloyd   February 19, 2020
10
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one of the best demonstrations

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11 results - showing 1 - 11