Reviews written by Schretter

Financial Counseling Course Review & Implementation (1 Credit)

Webinars

Schretter September 28, 2021

10
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Technology went well.

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Optimizing Withdrawals From Taxable Portfolios

Webinars

Schretter February 23, 2021

10
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Very good I wish more time

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2021 Tax Planning Continuing Professional Education

Webinars

Schretter January 20, 2021

10
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rushed -but good. I wish we could get the slides for free

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Correcting Misleading Portfolio Illustrations Consumers Often Face

Webinars

Schretter April 29, 2020

9.0
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excellent stats - Really like the idea of the almanac. Especially useful because clients always compare my performance versus the index- which is not a real performance...

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Performance Reporting For New RIAs

Webinars

Schretter February 18, 2010

4.0
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Great presehtation - Advisors complain about the data input on our PR tool - data feed is not easy

Thank you for discussing the complexities and benefits of account aggregation in PR tool

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