Reviews written by jpier

11 results - showing 1 - 11  
 
 
Optimizing Social Security Income Payments
Webinars
jpierjpier   November 29, 2023
10
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CPI-Adjusted COLAs In Retirement Income Distribution Portfolios; Craig Israelsen, June 2023
Webinars
jpierjpier   June 14, 2023
10
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Very good

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Is Volatility The Same As Risk? Craig Israelsen’s Portfolio Design CE Course, April 2023
Webinars
jpierjpier   April 18, 2023
10
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Good objective data. Will help in client reviews.

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Tax Planning For The Sale Of A Business, Bob Keebler’s Monthly Tax & Financial Planning Course, March. 2023
Webinars
jpierjpier   March 15, 2023
10
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Excellent as usual

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Bob Keebler’s Monthly Tax & Financial Planning Course, Feb. 2023: Five Must Know Strategies For 2023
Webinars
jpierjpier   February 15, 2023
10
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Excellent

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Fritz Meyer Economic Update, February 2023
Webinars
jpierjpier   February 13, 2023
10
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Very good

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EARN Act (aka SECURE 2.0) Upends Retirement Planning; Bob Keebler’s Monthly Tax And Financial Planning Course, Jan. 2023
Webinars
jpierjpier   January 18, 2023
10
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Good stuff!

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Despite Aggressive Fed Tightening, A Controlled Landing Is Likely, Fritz Meyer Economic Update, Jan. 2023
Webinars
jpierjpier   January 09, 2023
10
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Very good.

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The Role Of Psychology, According To Organizations Certifying Financial Advisor Professionals
Webinars
jpierjpier   December 18, 2022
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15 Timely Tax Planning Concepts For 2023, Bob Keebler's December 2022 Update
Webinars
jpierjpier   December 14, 2022
10
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Good tax info.

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Fed Charts A Course Amid An Unusual Labor Shortage; Fritz Meyer Economic Update, December 2022
Webinars
jpierjpier   December 12, 2022
10
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Very good

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11 results - showing 1 - 11