Reviews written by DR.Steve

27 results - showing 1 - 25  
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Investor Personality (1 Credit)
Webinars
DR.SteveDR.Steve   August 24, 2021
10
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Great

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Fear and Anxiety, Class 3 of 12-Credit Financial Counseling CE Course (1 Credit)
Webinars
DR.SteveDR.Steve   July 27, 2021
10
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Good

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Income Tax Planning Opportunities In 2021, A Year Of Transition; Robert Keebler, May 2021 CE Class
Webinars
DR.SteveDR.Steve   May 19, 2021
10
Average Attendee Rating
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Good

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Tracking The Recovery; Fritz Meyer Economic Update, May 2021
Webinars
DR.SteveDR.Steve   May 10, 2021
10
Average Attendee Rating
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Good

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Continuing Education And News Analysis For Financial Planners
Webinars
DR.SteveDR.Steve   December 07, 2020
10
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Three Retirement Income Withdrawal Techniques For Roth And Taxable Accounts
Webinars
DR.SteveDR.Steve   November 18, 2020
10
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good

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Urgent Planning Considerations In Light Of A Biden Administration
Webinars
DR.SteveDR.Steve   November 16, 2020
10
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2020 Post-Election Tax Planning CE For Professionals
Webinars
DR.SteveDR.Steve   November 11, 2020
10
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The Next 25 Years For Investment Markets
Webinars
DR.SteveDR.Steve   October 21, 2020
10
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RIA Regulatory Priorities & Inspection Deficiencies
Webinars
DR.SteveDR.Steve   October 13, 2020
7.0
Average Attendee Rating
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Covidnomics: Financial Economics Amid Covid Crisis With Fritz Meyer
Webinars
DR.SteveDR.Steve   October 12, 2020
10
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Managing Capital Gains In 2020 And Beyond
Webinars
DR.SteveDR.Steve   October 07, 2020
8.0
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Deconstructing The S&P 500 By Sectors And The Index's Changing Risks
Webinars
DR.SteveDR.Steve   September 23, 2020
4.0
Average Attendee Rating
Poor Average Excellent

Too long. I can get 1 hour of CFP CE from other sources in 60 minutes.

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Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice
Webinars
DR.SteveDR.Steve   September 14, 2020
10
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Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
DR.SteveDR.Steve   September 09, 2020
7.0
Average Attendee Rating
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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Webinars
DR.SteveDR.Steve   September 07, 2020
9.0
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With Covid-Crisis Recession Ending Now, What's Ahead?
Webinars
DR.SteveDR.Steve   August 10, 2020
9.0
Average Attendee Rating
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Good

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2020 Behavioral Finance Webinar Series For Financial Advisors
Webinars
DR.SteveDR.Steve   August 03, 2020
9.0
Average Attendee Rating
Poor Average Excellent

Too long.

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Covid Crisis Estate Planning With Gideon Rothschild
Webinars
DR.SteveDR.Steve   July 29, 2020
10
Average Attendee Rating
Poor Average Excellent

Should schedule for two hours.

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2020 Compliance For RIAs
Webinars
DR.SteveDR.Steve   July 27, 2020
6.0
Average Attendee Rating
Poor Average Excellent

It should not exceed one hour by 10 minutes. Your competitors end on time.

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Quarterly Economic Review For Private Wealth Advisors, July 2020
Webinars
DR.SteveDR.Steve   July 13, 2020
10
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The New Math Driving 2020 Roth Conversions
Webinars
DR.SteveDR.Steve   July 08, 2020
10
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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
DR.SteveDR.Steve   June 08, 2020
10
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PPP Update For Advisors, June Edition
Webinars
DR.SteveDR.Steve   June 03, 2020
10
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Key Concepts For Fiduciaries In Designing Low-Expense Portfolios
Webinars
DR.SteveDR.Steve   May 27, 2020
7.0
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27 results - showing 1 - 25  
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