Reviews written by ChadCFP

14 results - showing 1 - 14  
 
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012
Webinars
ChadCFPChadCFP   July 09, 2012
(Updated: July 09, 2012)
Rating 
 
 
3.0

Too technical,

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Where Has The Financial Advice Profession Gone Wrong?
Webinars
ChadCFPChadCFP   June 28, 2012
(Updated: June 28, 2012)
Rating 
 
 
5.0

Edelman is very opinionated, and while he has some relevant points, his points are a contradiction in terms. He defines arrogant while also being spot on, on several issues....

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Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
Webinars
ChadCFPChadCFP   March 08, 2012
(Updated: March 08, 2012)
Rating 
 
 
5.0

-

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Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2011
Webinars
ChadCFPChadCFP   November 07, 2011
(Updated: November 07, 2011)
Rating 
 
 
5.0

-

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A New Credential For Investment Fiduciaries From A Founding Father Of The Fiduciary Movement
Webinars
ChadCFPChadCFP   October 13, 2011
(Updated: October 13, 2011)
Rating 
 
 
5.0

Don Trone is a great presenter

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Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach
Webinars
ChadCFPChadCFP   June 16, 2011
(Updated: June 16, 2011)
Rating 
 
 
4.0

Good stuff

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2011 Compliance Planning
Webinars
ChadCFPChadCFP   December 16, 2010
(Updated: December 16, 2010)
Rating 
 
 
5.0

Good stuff, nice to see the Securities America refugee has moved on to bigger and BETTER things.

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A New Approach To Estate Planning
Webinars
ChadCFPChadCFP   October 28, 2010
(Updated: October 28, 2010)
Rating 
 
 
5.0

Good stuff, and a personal story that captivates!

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Improve Returns With Liquid Alternative Investments
Webinars
ChadCFPChadCFP   October 14, 2010
(Updated: October 14, 2010)
Rating 
 
 
3.0

Other than trumping three alternatives, there wasn't much here I didn't already know.

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Year-End Tax Moves For 2010
Webinars
ChadCFPChadCFP   September 30, 2010
(Updated: September 30, 2010)
Rating 
 
 
4.0

Good stuff...Roth IRA conversion items are a repeat.

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AssetBook
Portfolio Management
ChadCFPChadCFP   September 27, 2010
Overall rating 
 
 
4.8
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
5.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
5.0

A great business partner

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Roth IRA: Beyond The Basics
Webinars
ChadCFPChadCFP   June 10, 2010
(Updated: June 10, 2010)
Rating 
 
 
5.0

Great topic!

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Advisor Compliance Update
Webinars
ChadCFPChadCFP   April 15, 2010
(Updated: April 15, 2010)
Rating 
 
 
4.0

-

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14 results - showing 1 - 14