Reviews written by Diane

55 results - showing 1 - 25  
 
 
New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
Webinars
DianeDiane   January 12, 2021
8.0
Average Attendee Rating
Poor Average Excellent

Slides were inadequate in disclosure, examples and details.

Read Review Comments (0)
2021 Outlook, CE For Financial Professionals Only
Webinars
DianeDiane   January 11, 2021
9.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Paycheck Protection Program, Round II
Webinars
DianeDiane   December 22, 2020
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
The Shape Of The Recovery; Fritz Meyer, November 2020
Webinars
DianeDiane   November 09, 2020
9.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Covidnomics: Financial Economics Amid Covid Crisis With Fritz Meyer
Webinars
DianeDiane   October 12, 2020
9.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
DianeDiane   September 09, 2020
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Webinars
DianeDiane   September 07, 2020
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
2020 Tax Planning Amid Covid Financial Crisis
Webinars
DianeDiane   August 05, 2020
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
2020 Behavioral Finance Webinar Series For Financial Advisors
Webinars
DianeDiane   August 03, 2020
8.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Covid Crisis Estate Planning With Gideon Rothschild
Webinars
DianeDiane   July 29, 2020
9.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
The New Math Driving 2020 Roth Conversions
Webinars
DianeDiane   July 08, 2020
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
PPP Update For Advisors, June Edition
Webinars
DianeDiane   June 03, 2020
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Coronavirus Tax Relief: New Rules For Tapping Retirement Plans And IRAs
Webinars
DianeDiane   May 20, 2020
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
DianeDiane   May 11, 2020
9.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
DianeDiane   April 13, 2020
9.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
DianeDiane   April 01, 2020
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
The Coronavirus Crisis, Managing Cash, And Rebalancing
Webinars
DianeDiane   March 25, 2020
10
Average Attendee Rating
Poor Average Excellent

possibly interested in spreadsheet. What is cost to buy/use? Thanks

Read Review Comments (0)
Giving Retirement Clients Facts And Reasons For Hope
Webinars
DianeDiane   February 19, 2020
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Charitable Remainder Trusts Under The SECURE Act
Webinars
DianeDiane   January 28, 2020
10
Average Attendee Rating
Poor Average Excellent

We did not get the 4th and final in-person quiz question. Will we get full credit? Please advise. Also, your questions above note 5 is best when i...

Read Review Comments (0)
Showing Clients Retirement Portfolio Risk Variables
Webinars
DianeDiane   December 18, 2019
4.0
Average Attendee Rating
Poor Average Excellent

interesting, although some inherent limitations (COLA). Would like more info on possibly purchasing the tool. If purchased, would there be updates offered on a recurring basis? Thanks

Read Review Comments (0)
Proposed Regulations Specified Service Trades Or Businesses: Section 199A
Webinars
DianeDiane   August 29, 2018
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
A Financial Advisor's Guide To College Funding
Webinars
DianeDiane   May 05, 2016
(Updated: May 05, 2016)
4.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
2016 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
DianeDiane   February 25, 2016
(Updated: February 25, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
The Math Of Retirement
Webinars
DianeDiane   December 03, 2015
(Updated: December 03, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Running over 1 hr is problematic

Read Review Comments (0)
Tax-Aware Investing: Best Practices For IA Reps
Webinars
DianeDiane   October 28, 2015
(Updated: October 28, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
55 results - showing 1 - 25