Reviews written by PlanMan

76 results - showing 1 - 25  
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Retirement Portfolio Survival Sensitivity Analysis, Class 3 Of The 3-Class Retirement Portfolio Analysis Certificate Course
Webinars
PlanManPlanMan   May 10, 2022
10
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Excellent

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Longevity Of Retirement Portfolios, Class 2 Of The 3-Class Retirement Portfolio Analysis Certificate Course
Webinars
PlanManPlanMan   May 03, 2022
9.0
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It is a brilliant effort by Craig. I'm looking for how we'll get quickly through the learning curve so we're ready to go live with it especially if it will...

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As Inflation Raises Recession Fears, Fritz Meyer Reviews May 2022 Financial Economic Conditions
Webinars
PlanManPlanMan   May 02, 2022
10
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Fritz is one of the best and most useful resources on A4A.

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Roth Conversion Considerations; Robert Keebler
Webinars
PlanManPlanMan   April 13, 2022
9.0
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LTC Funding: How To Compare Standalone LTCI, Hybrid Policies, LTC Riders, and LTC-Enhanced Life Income, Class 2
Webinars
PlanManPlanMan   March 28, 2022
9.0
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Quite technical...a transcript would be helpful

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A First Draft Of Financial History And CE Credit: Fritz Meyer Economic Update, March 2021
Webinars
PlanManPlanMan   March 08, 2021
10
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2021 Tax Planning Continuing Professional Education
Webinars
PlanManPlanMan   January 20, 2021
8.0
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Paycheck Protection Program, Round II
Webinars
PlanManPlanMan   December 22, 2020
9.0
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Continuing Education And News Analysis For Financial Planners
Webinars
PlanManPlanMan   December 07, 2020
10
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Fritz is always informative

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Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
PlanManPlanMan   September 09, 2020
8.0
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It would be much easier if the slide deck were provided.

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Low-Expense Investing For Tax, Financial & Investment Planning Professionals
Webinars
PlanManPlanMan   August 26, 2020
9.0
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With Covid-Crisis Recession Ending Now, What's Ahead?
Webinars
PlanManPlanMan   August 10, 2020
10
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Fritz is always on point.

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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
PlanManPlanMan   April 13, 2020
10
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Opportunities Post-Correction, And Amid Low Interest Rates
Webinars
PlanManPlanMan   March 11, 2020
10
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Craig Israelsen's February Webinar
Webinars
PlanManPlanMan   February 19, 2020
8.0
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Roth IRA Conversion Is Suddenly A High-Value Mass Affluent Tactic
Webinars
PlanManPlanMan   February 12, 2020
8.0
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Fritz Meyer Economic Update, February 2020
Webinars
PlanManPlanMan   February 10, 2020
6.0
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Fritz Meyer Economic Update, February 2020
Webinars
PlanManPlanMan   February 10, 2020
10
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50-Year MPT Statistics Of A Diversified Portfolio Analyzed
Webinars
PlanManPlanMan   January 29, 2020
8.0
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Business Cycle & Fundamentals For FAs
Webinars
PlanManPlanMan   January 22, 2020
6.0
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Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)
Webinars
PlanManPlanMan   January 13, 2020
10
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Outstanding

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Tax And Estate Planning For IRAs After The SECURE Act
Webinars
PlanManPlanMan   January 08, 2020
8.0
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Showing Clients Retirement Portfolio Risk Variables
Webinars
PlanManPlanMan   December 18, 2019
5.0
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Fritz Meyer Economic Update, December 2019
Webinars
PlanManPlanMan   December 09, 2019
5.0
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Roth IRAs Transformed By New Tax Rules & Low Rates
Webinars
PlanManPlanMan   November 20, 2019
5.0
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76 results - showing 1 - 25  
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