Reviews written by planner

RIA Regulatory Priorities & Inspection Deficiencies

Webinars

planner October 13, 2020

Rating

9.0

Very good

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With Covid-Crisis Recession Ending Now, What's Ahead?

Webinars

planner August 10, 2020

Rating

10.0

very good

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Quarterly Economic Review For Private Wealth Advisors, July 2020

Webinars

planner July 13, 2020

Rating

10.0

Good job...thanks Fritz and Andy

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The New Math Driving 2020 Roth Conversions

Webinars

planner July 08, 2020

Rating

10.0

excellent

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Coronavirus Financial Economic News For Advisors From Fritz Meyer

Webinars

planner June 08, 2020

Rating

10.0

very good

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Low Inflation, Rates Near Zero: Fritz Meyer Updates

Webinars

planner May 11, 2020

Rating

10.0

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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)

Webinars

planner April 13, 2020

Rating

10.0

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

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Tax Planning After The Covid-19 Crash And Recovery Bill

Webinars

planner April 01, 2020

Rating

10.0

very good

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Fritz Meyer Economic Update, February 2020

Webinars

planner February 10, 2020

Rating

4.0

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

planner January 22, 2020

Rating

4.0

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

planner November 20, 2019

Rating

5.0

Very good

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Asset Class Performance Shifts Since 1970

Webinars

planner November 18, 2019

Rating

5.0

Very good, as usual

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Fritz Meyer Economic Update, November 2019

Webinars

planner November 11, 2019

Rating

5.0

Great

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Fritz Meyer Economic Update, August 2019

Webinars

planner August 12, 2019

Rating

5.0

Great

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Form 1041: Income Taxation Of Trusts & Estates

Webinars

planner July 24, 2019

Rating

5.0

Good

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2019 Planning For The SALT Limitation & Charitable Contributions

Webinars

planner June 26, 2019

Rating

5.0

very good

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10 Human Instincts Skewing Perception Of World Trends

Webinars

planner June 12, 2019

Rating

4.0

Very good

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Fritz Meyer Economic Update, June 2019

Webinars

planner June 10, 2019

Rating

5.0

Excellent

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IRA Life Expectancy Payout Changes Require Urgency

Webinars

planner May 22, 2019

Rating

5.0

terrrific

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Fritz Meyer Quarterly Economic Update, April 2019 (Two Credits)

Webinars

planner April 08, 2019

Rating

5.0

excellent

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Fritz Meyer Breaking News CE Webinar: Bear Market 2018

Webinars

planner December 25, 2018

Rating

5.0

Very timely and well done

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Visualizing The Impact Of Various Withdrawal Rates

Webinars

planner August 28, 2018

Rating

5.0

Excellent. Craig's matter-of-fact and almost understated, and yet oh-so-precise speaking style/mannerisms and thus articulations amaze me with their clarity. Even when he so readily and smoothly goes off...

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Fritz Meyer Economic Update, August 2018

Webinars

planner August 13, 2018

Rating

4.0

Very good. Perhaps need a bit more elaboration/rationalization when going to the place of "It's different this time.", which Fritz did more so than usual with respect to throwing...

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Dr. Craig Israelsen's Favorite Lessons For Clients

Webinars

planner August 01, 2018

Rating

5.0

Excellent

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Retirement Distribution And Tax Planning Strategies

Webinars

planner July 18, 2018

Rating

5.0

Excellent

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