Reviews written by planner

55 results - showing 1 - 25  
 
 
Stock Market Bubble Fears; Fritz Meyer Economic Update, June 2021
Webinars
plannerplanner   June 07, 2021
10
Average Attendee Rating
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Very good as always

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Tracking The Recovery; Fritz Meyer Economic Update, May 2021
Webinars
plannerplanner   May 10, 2021
9.0
Average Attendee Rating
Poor Average Excellent

Very good, as usual!

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Investment Professional CE, Fritz Meyer, Feb. 2021
Webinars
plannerplanner   February 08, 2021
10
Average Attendee Rating
Poor Average Excellent

Fritz seemed spot on today. And he typically does. Thank you very much Fritz, and Andy.

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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
Webinars
plannerplanner   January 12, 2021
10
Average Attendee Rating
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Very good

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Continuing Education And News Analysis For Financial Planners
Webinars
plannerplanner   December 07, 2020
10
Average Attendee Rating
Poor Average Excellent

Excellent

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Urgent Planning Considerations In Light Of A Biden Administration
Webinars
plannerplanner   November 16, 2020
8.0
Average Attendee Rating
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Good

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RIA Regulatory Priorities & Inspection Deficiencies
Webinars
plannerplanner   October 13, 2020
9.0
Average Attendee Rating
Poor Average Excellent

Very good

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With Covid-Crisis Recession Ending Now, What's Ahead?
Webinars
plannerplanner   August 10, 2020
10
Average Attendee Rating
Poor Average Excellent

very good

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Quarterly Economic Review For Private Wealth Advisors, July 2020
Webinars
plannerplanner   July 13, 2020
10
Average Attendee Rating
Poor Average Excellent

Good job...thanks Fritz and Andy

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The New Math Driving 2020 Roth Conversions
Webinars
plannerplanner   July 08, 2020
10
Average Attendee Rating
Poor Average Excellent

excellent

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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
plannerplanner   June 08, 2020
10
Average Attendee Rating
Poor Average Excellent

very good

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Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
plannerplanner   May 11, 2020
10
Average Attendee Rating
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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
plannerplanner   April 13, 2020
10
Average Attendee Rating
Poor Average Excellent

very good, as usual,...thank you Fritz and Andy

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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
plannerplanner   April 01, 2020
10
Average Attendee Rating
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very good

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Fritz Meyer Economic Update, February 2020
Webinars
plannerplanner   February 10, 2020
4.0
Average Attendee Rating
Poor Average Excellent

Was expecting an ECRI type biz cycle presentation. Other than seeing a few updated economic and market data points I haven't looked at specifically lately, this was not very...

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Business Cycle & Fundamentals For FAs
Webinars
plannerplanner   January 22, 2020
4.0
Average Attendee Rating
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Was expecting an ECRI type biz cycle presentation. Other than seeing a few updated economic and market data points I haven't looked at specifically lately, this was not very...

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Roth IRAs Transformed By New Tax Rules & Low Rates
Webinars
plannerplanner   November 20, 2019
5.0
Average Attendee Rating
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Very good

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Asset Class Performance Shifts Since 1970
Webinars
plannerplanner   November 18, 2019
5.0
Average Attendee Rating
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Very good, as usual

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Fritz Meyer Economic Update, November 2019
Webinars
plannerplanner   November 11, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Great

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Fritz Meyer Economic Update, August 2019
Webinars
plannerplanner   August 12, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Great

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Form 1041: Income Taxation Of Trusts & Estates
Webinars
plannerplanner   July 24, 2019
5.0
Average Attendee Rating
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Good

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2019 Planning For The SALT Limitation & Charitable Contributions
Webinars
plannerplanner   June 26, 2019
5.0
Average Attendee Rating
Poor Average Excellent

very good

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10 Human Instincts Skewing Perception Of World Trends
Webinars
plannerplanner   June 12, 2019
4.0
Average Attendee Rating
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Very good

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Fritz Meyer Economic Update, June 2019
Webinars
plannerplanner   June 10, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Excellent

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IRA Life Expectancy Payout Changes Require Urgency
Webinars
plannerplanner   May 22, 2019
5.0
Average Attendee Rating
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terrrific

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55 results - showing 1 - 25