Reviews written by Diane

61 results - showing 1 - 25  
 
 
What’s Driving Stocks To Record Highs? Fritz Meyer, Financial Economics CE Live
Webinars
DianeDiane   April 12, 2021
9.0
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How To Stay The Course, Professional Education Class
Webinars
DianeDiane   March 30, 2021
9.0
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The American Rescue Plan Act Of 2021: What Advisors Need To Know
Webinars
DianeDiane   March 24, 2021
10
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A First Draft Of Financial History And CE Credit: Fritz Meyer Economic Update, March 2021
Webinars
DianeDiane   March 08, 2021
9.0
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Managing The Coming Capital Gains Tax Hike
Webinars
DianeDiane   February 17, 2021
10
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2021 Tax Planning Continuing Professional Education
Webinars
DianeDiane   January 20, 2021
10
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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
Webinars
DianeDiane   January 12, 2021
8.0
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Slides were inadequate in disclosure, examples and details.

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

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Giving Retirement Clients Facts And Reasons For Hope
Webinars
DianeDiane   February 19, 2020
10
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Charitable Remainder Trusts Under The SECURE Act
Webinars
DianeDiane   January 28, 2020
10
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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...

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61 results - showing 1 - 25