Reviews written by JeffA4A

119 results - showing 1 - 25  
 
 
51 Year Risk, Return, And Correlation Data On Seven Core Asset Classes
Webinars
JeffA4AJeffA4A   January 25, 2021
10
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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
Webinars
JeffA4AJeffA4A   January 12, 2021
6.0
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2021 Outlook, CE For Financial Professionals Only
Webinars
JeffA4AJeffA4A   January 11, 2021
10
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Redesigning Portfolios Built For Accumulation To Work In The Decumulation Phase
Webinars
JeffA4AJeffA4A   December 15, 2020
9.0
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Continuing Education And News Analysis For Financial Planners
Webinars
JeffA4AJeffA4A   December 07, 2020
10
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Managing Capital Gains In 2020 And Beyond
Webinars
JeffA4AJeffA4A   October 07, 2020
5.0
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Too scattered. Not enough background or examples to flow easily. Usually Bob is much more clear.

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Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice
Webinars
JeffA4AJeffA4A   September 14, 2020
10
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Interesting topic. Thanks for doing something different.

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Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
JeffA4AJeffA4A   September 09, 2020
10
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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Webinars
JeffA4AJeffA4A   September 07, 2020
10
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Low-Expense Investing For Tax, Financial & Investment Planning Professionals
Webinars
JeffA4AJeffA4A   August 26, 2020
10
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2020 Compliance For RIAs
Webinars
JeffA4AJeffA4A   July 27, 2020
9.0
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Good info. More actionable advice and examples would be helpful.

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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
JeffA4AJeffA4A   June 08, 2020
10
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great info!

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Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
JeffA4AJeffA4A   May 11, 2020
10
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Correcting Misleading Portfolio Illustrations Consumers Often Face
Webinars
JeffA4AJeffA4A   April 29, 2020
9.0
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Craig Israelsen's February Webinar
Webinars
JeffA4AJeffA4A   February 19, 2020
10
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Roth IRA Conversion Is Suddenly A High-Value Mass Affluent Tactic
Webinars
JeffA4AJeffA4A   February 12, 2020
10
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Charitable Remainder Trusts Under The SECURE Act
Webinars
JeffA4AJeffA4A   January 28, 2020
9.0
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Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)
Webinars
JeffA4AJeffA4A   January 13, 2020
10
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So much good stuff! Thank you

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Tax And Estate Planning For IRAs After The SECURE Act
Webinars
JeffA4AJeffA4A   January 08, 2020
10
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Fritz Meyer Economic Update, November 2019
Webinars
JeffA4AJeffA4A   November 11, 2019
5.0
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2019 Year-End Tax Planning Guidance For Investment Advisers
Webinars
JeffA4AJeffA4A   October 16, 2019
5.0
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Awesome

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Life Settlements For Fiduciaries
Webinars
JeffA4AJeffA4A   April 30, 2019
5.0
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Great info and new tool to use. Thanks!

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Best Financial & Tax Planning Ideas For 2019
Webinars
JeffA4AJeffA4A   January 21, 2019
4.0
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Fritz Meyer Breaking News CE Webinar: Bear Market 2018
Webinars
JeffA4AJeffA4A   December 25, 2018
5.0
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Advanced Planning With Roth IRAs
Webinars
JeffA4AJeffA4A   December 12, 2018
5.0
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119 results - showing 1 - 25