Reviews written by mnmag

158 results - showing 1 - 25  
 
 
The American Rescue Plan Act Of 2021: What Advisors Need To Know
Webinars
mnmagmnmag   March 24, 2021
10
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very timely

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A First Draft Of Financial History And CE Credit: Fritz Meyer Economic Update, March 2021
Webinars
mnmagmnmag   March 08, 2021
9.0
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Optimizing Withdrawals From Taxable Portfolios
Webinars
mnmagmnmag   February 23, 2021
7.0
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RMDs only apply to retirement accounts - it's confusing to use that term for taxable distributions which are NOT required!

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Managing The Coming Capital Gains Tax Hike
Webinars
mnmagmnmag   February 17, 2021
10
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very timely & comprehensive

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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
Webinars
mnmagmnmag   January 12, 2021
10
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excellent & very timely!

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2021 Outlook, CE For Financial Professionals Only
Webinars
mnmagmnmag   January 11, 2021
9.0
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Paycheck Protection Program, Round II
Webinars
mnmagmnmag   December 22, 2020
10
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so many details!

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Urgent Planning Considerations In Light Of A Biden Administration
Webinars
mnmagmnmag   November 16, 2020
10
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very informative

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2020 Post-Election Tax Planning CE For Professionals
Webinars
mnmagmnmag   November 11, 2020
10
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excellent & timely

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The Shape Of The Recovery; Fritz Meyer, November 2020
Webinars
mnmagmnmag   November 09, 2020
8.0
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RIA Regulatory Priorities & Inspection Deficiencies
Webinars
mnmagmnmag   October 13, 2020
10
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excellent information

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Managing Capital Gains In 2020 And Beyond
Webinars
mnmagmnmag   October 07, 2020
10
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Bob is excellent!

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Deconstructing The S&P 500 By Sectors And The Index's Changing Risks
Webinars
mnmagmnmag   September 23, 2020
8.0
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Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice
Webinars
mnmagmnmag   September 14, 2020
9.0
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Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
mnmagmnmag   September 09, 2020
10
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very comprehensive

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Low-Expense Investing For Tax, Financial & Investment Planning Professionals
Webinars
mnmagmnmag   August 26, 2020
9.0
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Estate & Asset Protection Problems Arising Amid Covid
Webinars
mnmagmnmag   August 23, 2020
10
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very informative

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2020 Tax Planning Amid Covid Financial Crisis
Webinars
mnmagmnmag   August 05, 2020
10
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excellent - as always!

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Quarterly Economic Review For Private Wealth Advisors, July 2020
Webinars
mnmagmnmag   July 13, 2020
9.0
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I think there is not enough consideration given to the effects of Covid-19, overall!

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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
mnmagmnmag   June 08, 2020
9.0
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PPP Update For Advisors, June Edition
Webinars
mnmagmnmag   June 03, 2020
10
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Key Concepts For Fiduciaries In Designing Low-Expense Portfolios
Webinars
mnmagmnmag   May 27, 2020
9.0
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Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
mnmagmnmag   May 11, 2020
9.0
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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
mnmagmnmag   April 13, 2020
9.0
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until second quarter earnings reports are available, it doesn't seem possible to to give any meaningful realistic forecasts!

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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
mnmagmnmag   April 01, 2020
10
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Bob articulately explained very relevant information!

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158 results - showing 1 - 25