Reviews written by kevinb610

99 results - showing 1 - 25  
 
 
How To Stay The Course, Professional Education Class
Webinars
kevinb610kevinb610   March 30, 2021
10
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just outstanding

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Optimizing Withdrawals From Taxable Portfolios
Webinars
kevinb610kevinb610   February 23, 2021
9.0
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Craig gets in the weeds. Probably not for everyone but for a CPA planner, I appreciate that.

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Managing The Coming Capital Gains Tax Hike
Webinars
kevinb610kevinb610   February 17, 2021
10
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Investment Professional CE, Fritz Meyer, Feb. 2021
Webinars
kevinb610kevinb610   February 08, 2021
10
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I love Fritz' updates

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2021 Tax Planning Continuing Professional Education
Webinars
kevinb610kevinb610   January 20, 2021
10
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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
Webinars
kevinb610kevinb610   January 12, 2021
9.0
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very knowledgeable

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2021 Outlook, CE For Financial Professionals Only
Webinars
kevinb610kevinb610   January 11, 2021
10
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VG

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Continuing Education And News Analysis For Financial Planners
Webinars
kevinb610kevinb610   December 07, 2020
10
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Brought things into perspective. Always interesting

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Deconstructing The S&P 500 By Sectors And The Index's Changing Risks
Webinars
kevinb610kevinb610   September 23, 2020
8.0
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Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
kevinb610kevinb610   September 09, 2020
10
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VG

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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Webinars
kevinb610kevinb610   September 07, 2020
9.0
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Low-Expense Investing For Tax, Financial & Investment Planning Professionals
Webinars
kevinb610kevinb610   August 26, 2020
9.0
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Estate & Asset Protection Problems Arising Amid Covid
Webinars
kevinb610kevinb610   August 23, 2020
9.0
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they know their stuff

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With Covid-Crisis Recession Ending Now, What's Ahead?
Webinars
kevinb610kevinb610   August 10, 2020
9.0
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current invo

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The New Math Driving 2020 Roth Conversions
Webinars
kevinb610kevinb610   July 08, 2020
10
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VG

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Diversification: How Much Is Enough?
Webinars
kevinb610kevinb610   June 24, 2020
10
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excellent

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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
kevinb610kevinb610   June 08, 2020
10
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VG

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Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
kevinb610kevinb610   May 11, 2020
10
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Very interesting as always

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Correcting Misleading Portfolio Illustrations Consumers Often Face
Webinars
kevinb610kevinb610   April 29, 2020
10
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very interesting

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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
kevinb610kevinb610   April 13, 2020
8.0
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The Coronavirus Crisis, Managing Cash, And Rebalancing
Webinars
kevinb610kevinb610   March 25, 2020
10
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Different view and interesting

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Craig Israelsen's February Webinar
Webinars
kevinb610kevinb610   February 19, 2020
10
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Very Good

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Giving Retirement Clients Facts And Reasons For Hope
Webinars
kevinb610kevinb610   February 19, 2020
10
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Roth IRA Conversion Is Suddenly A High-Value Mass Affluent Tactic
Webinars
kevinb610kevinb610   February 12, 2020
10
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Very Good

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50-Year MPT Statistics Of A Diversified Portfolio Analyzed
Webinars
kevinb610kevinb610   January 29, 2020
9.0
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Different approach - very interesting

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99 results - showing 1 - 25