Reviews written by dlloyd

33 results - showing 1 - 25  
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Introduction To Tax Planning For IRAs & Federally Qualified Plans, Robert Keeblers June Tax Class
Webinars
dlloyddlloyd   June 22, 2022
10
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The Long, Hot Summer; Fritz Meyer, June 2022, Financial Economic Update
Webinars
dlloyddlloyd   June 13, 2022
10
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great as usual

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Latest Estate & Income Tax Planning Strategies For 2022
Webinars
dlloyddlloyd   May 09, 2022
10
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Roth Conversion Considerations; Robert Keebler
Webinars
dlloyddlloyd   April 13, 2022
10
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Bob's the best!

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Key Variables In Retirement Portfolio Analysis, Craig Israelsen, March 2022
Webinars
dlloyddlloyd   March 30, 2022
10
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useful

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Your Client Received An LTCI Premium Increase Notice. What's Your Advice? LTCI Class 1
Webinars
dlloyddlloyd   March 21, 2022
10
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Large-IRA Tax & Financial Planning Strategies; Robert Keebler, March 2022
Webinars
dlloyddlloyd   March 16, 2022
10
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great

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Standard Deviation: Finding the Sweet Spot
Webinars
dlloyddlloyd   February 23, 2022
10
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Tax Reform: An Overview And Summary Of What Advisors Must Focus On Now
Webinars
dlloyddlloyd   December 14, 2021
10
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GREAT

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Tax Planning For Real Estate In 2021 And 2022
Webinars
dlloyddlloyd   November 17, 2021
10
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Bob, great as always.

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Year End Tax Planning For The Other 99%
Webinars
dlloyddlloyd   October 20, 2021
10
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great! overwhelming.

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2021 Year-End Tax Planning Strategies
Webinars
dlloyddlloyd   September 22, 2021
10
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Bob's the best~

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Asset Class Rotation On And Off The Efficient Frontier, 2001-2020, Craig Israelsen's August CE Webinar
Webinars
dlloyddlloyd   August 25, 2021
10
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Great as usual

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Technical Tips And Traps Of 2021 Roth IRA Conversions
Webinars
dlloyddlloyd   August 18, 2021
10
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Bob is the best!

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The Delta Variant's Impact On Economic Fundamentals, Fritz Meyer Economic Update, August 2021
Webinars
dlloyddlloyd   August 09, 2021
10
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Fritz is the best

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Stock Market Bubble Fears; Fritz Meyer Economic Update, June 2021
Webinars
dlloyddlloyd   June 07, 2021
10
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Fritz is always great. Thanks for putting this together

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Income Tax Planning Opportunities In 2021, A Year Of Transition; Robert Keebler, May 2021 CE Class
Webinars
dlloyddlloyd   May 19, 2021
10
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great

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In Which Asset Classes Does Active Beat Passive?
Webinars
dlloyddlloyd   April 27, 2021
10
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Craig information is great as always

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How To Stay The Course, Professional Education Class
Webinars
dlloyddlloyd   March 30, 2021
10
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OUTSTANDING!!!

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The American Rescue Plan Act Of 2021: What Advisors Need To Know
Webinars
dlloyddlloyd   March 24, 2021
10
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A First Draft Of Financial History And CE Credit: Fritz Meyer Economic Update, March 2021
Webinars
dlloyddlloyd   March 08, 2021
10
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FANTISTIC!!. Great progression through the topics.

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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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33 results - showing 1 - 25  
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