Reviews written by Rambler

81 results - showing 1 - 25  
 
 
Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
RamblerRambler   June 08, 2020
Rating 
 
 
10.0
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PPP Update For Advisors, June Edition
Webinars
RamblerRambler   June 03, 2020
Rating 
 
 
10.0
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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
RamblerRambler   April 01, 2020
Rating 
 
 
10.0
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Opportunities Post-Correction, And Amid Low Interest Rates
Webinars
RamblerRambler   March 11, 2020
Rating 
 
 
10.0
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Tax And Estate Planning For IRAs After The SECURE Act
Webinars
RamblerRambler   January 08, 2020
Rating 
 
 
10.0

timely; would always be nice to a slide or two with examples to see how the math plays out

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2020 Financial & Tax Planning Practitioner Guidance
Webinars
RamblerRambler   December 04, 2019
Rating 
 
 
5.0
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2019 Year-End Tax Planning Guidance For Investment Advisers
Webinars
RamblerRambler   October 16, 2019
Rating 
 
 
4.0
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IRA Life Expectancy Payout Changes Require Urgency
Webinars
RamblerRambler   May 22, 2019
Rating 
 
 
5.0
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Illustrating Retirement Portfolio Outcomes For Clients
Webinars
RamblerRambler   May 20, 2019
Rating 
 
 
3.0

Understand what you are trying to do here, but wish it would have been prefaced on signing up that this is Craig's software.

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Trust & Estate Planning For IAs And Financial Planners
Webinars
RamblerRambler   April 10, 2019
Rating 
 
 
5.0
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Tax-Saving Strategies For Rental Real Estate Owners
Webinars
RamblerRambler   February 20, 2019
Rating 
 
 
4.0
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Fritz Meyer On The S&P 500 Correction
Webinars
RamblerRambler   October 29, 2018
Rating 
 
 
5.0

I wish the webinars would start closer to on time. It seems like they start at least a few minutes late, if not more, more often than not. ...

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Tax Planning For The Sale of A Business
Webinars
RamblerRambler   October 17, 2018
Rating 
 
 
5.0
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Proposed Regulations Specified Service Trades Or Businesses: Section 199A
Webinars
RamblerRambler   August 29, 2018
Rating 
 
 
5.0
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Strategies Spawned By TCJA
Webinars
RamblerRambler   April 11, 2018
Rating 
 
 
5.0
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Maximizing The New 20% Deduction On Pass-Throughs
Webinars
RamblerRambler   March 28, 2018
Rating 
 
 
5.0

Very good. The examples are very helpful.

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2018 Tax Planning For Advisors, Two Credits
Webinars
RamblerRambler   February 07, 2018
(Updated: February 07, 2018)
Rating 
 
 
5.0
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Make Investment Review Meetings More Productive
Webinars
RamblerRambler   December 13, 2017
(Updated: December 13, 2017)
Rating 
 
 
4.0
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How The New Tax Law Affects Year-End Planning
Webinars
RamblerRambler   November 01, 2017
(Updated: November 01, 2017)
Rating 
 
 
5.0

Wow! Great update, just hours after the proposal hit the wires.

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The 15 Best Tax Strategies Right Now
Webinars
RamblerRambler   September 05, 2017
(Updated: September 05, 2017)
Rating 
 
 
5.0
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Fritz Meyer Economic Update, June 2017
Webinars
RamblerRambler   June 12, 2017
(Updated: June 12, 2017)
Rating 
 
 
5.0
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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
RamblerRambler   June 04, 2017
(Updated: June 04, 2017)
Rating 
 
 
5.0
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2017 Compliance For RIAs
Webinars
RamblerRambler   December 08, 2016
(Updated: December 08, 2016)
Rating 
 
 
5.0

Good overview of what we need to be on the lookout for.

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Fritz Meyer's 2Q 2016 Economic Roundup (Two credits)
Webinars
RamblerRambler   July 11, 2016
(Updated: July 11, 2016)
Rating 
 
 
5.0

Very good

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Tax-Efficient Retirement Income And Portfolio Drawdown Techniques
Webinars
RamblerRambler   June 28, 2016
(Updated: June 28, 2016)
Rating 
 
 
4.0

Good, but this is largely a repeat of Bob's previous sessions.

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81 results - showing 1 - 25