Reviews written by ScottL

13 results - showing 1 - 13  
 
 
Investment Professional CE, Fritz Meyer, Feb. 2021
Webinars
ScottLScottL   February 08, 2021
10
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51 Year Risk, Return, And Correlation Data On Seven Core Asset Classes
Webinars
ScottLScottL   January 25, 2021
10
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2021 Tax Planning Continuing Professional Education
Webinars
ScottLScottL   January 20, 2021
10
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Excellent (as always) and great information for advising clients.

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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
Webinars
ScottLScottL   January 12, 2021
10
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2021 Outlook, CE For Financial Professionals Only
Webinars
ScottLScottL   January 11, 2021
10
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Great analysis on recent events and answers to questions on most investor's minds least days.

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2020 Post-Election Tax Planning CE For Professionals
Webinars
ScottLScottL   November 11, 2020
10
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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Webinars
ScottLScottL   September 07, 2020
10
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Very informative and simplifies hard subject matter for presenting to clients

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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
ScottLScottL   June 08, 2020
10
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Coronavirus Tax Relief: New Rules For Tapping Retirement Plans And IRAs
Webinars
ScottLScottL   May 20, 2020
10
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Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
ScottLScottL   May 11, 2020
10
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Very informative. Good takeaways to share with clients

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Correcting Misleading Portfolio Illustrations Consumers Often Face
Webinars
ScottLScottL   April 29, 2020
10
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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
ScottLScottL   April 13, 2020
10
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Tax And Estate Planning For IRAs After The SECURE Act
Webinars
ScottLScottL   January 08, 2020
5.0
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Great

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13 results - showing 1 - 13