Reviews written by Indyadvisor

102 results - showing 1 - 25  
 
 
IndyadvisorIndyadvisor   August 19, 2019
Rating 
 
5.0
IndyadvisorIndyadvisor   July 10, 2019
Rating 
 
5.0

highly effective as usual

IndyadvisorIndyadvisor   May 22, 2019
Rating 
 
2.0

Not Bob's best webinar. Should have spent more time laying out the new rules vs old rules.

IndyadvisorIndyadvisor   May 20, 2019
Rating 
 
5.0

Excellent as usual for Craig's presentations!

IndyadvisorIndyadvisor   April 30, 2019
Rating 
 
1.0

Too technical, hard to follow, not a very interesting speaker. Way out of my paygrade!

IndyadvisorIndyadvisor   January 21, 2019
Rating 
 
4.0

bob does a very good job

IndyadvisorIndyadvisor   December 25, 2018
Rating 
 
5.0

Great slides help explain today's economic picture compared to the "media" irrational view of things

IndyadvisorIndyadvisor   August 01, 2018
Rating 
 
5.0

He gets an A+, as usual

IndyadvisorIndyadvisor   May 23, 2018
Rating 
 
5.0

Craig's presentations are always clear cut and understandable. Great teacher!

102 results - showing 1 - 25  
 
 

 

We're the right news and professional education solution for you if you’re a fiduciary who:

 

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

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--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

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