Reviews written by Steve Medland

20 results - showing 1 - 20  
 
 
Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update
Webinars
Steve MedlandSteve Medland   July 05, 2012
(Updated: July 05, 2012)
4.0
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Tax Strategies For Business Owners
Webinars
Steve MedlandSteve Medland   June 21, 2012
(Updated: June 21, 2012)
4.0
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The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios
Webinars
Steve MedlandSteve Medland   May 17, 2012
(Updated: May 17, 2012)
4.0
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Taxation Of Securities Transactions
Webinars
Steve MedlandSteve Medland   May 10, 2012
(Updated: May 10, 2012)
4.0
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Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options
Webinars
Steve MedlandSteve Medland   April 12, 2012
(Updated: April 12, 2012)
4.0
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Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
Webinars
Steve MedlandSteve Medland   March 08, 2012
(Updated: March 08, 2012)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For February 2012
Webinars
Steve MedlandSteve Medland   February 13, 2012
(Updated: February 13, 2012)
4.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012
Webinars
Steve MedlandSteve Medland   January 09, 2012
(Updated: January 09, 2012)
4.0
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Deeper Client Connections Through The Power Of Story
Webinars
Steve MedlandSteve Medland   May 13, 2010
(Updated: May 13, 2010)
5.0
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Financial Services Reform Update
Webinars
Steve MedlandSteve Medland   May 06, 2010
(Updated: May 06, 2010)
4.0
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How To Talk To Clients In A Post-Crisis World
Webinars
Steve MedlandSteve Medland   March 18, 2010
(Updated: March 18, 2010)
4.0
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It's a brilliant concept and is a shift in the right direction, but I don't see how this can realistically be implemented. Maybe this will be addressed in your...

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Tactical Asset Allocation In Today's Market
Webinars
Steve MedlandSteve Medland   March 04, 2010
(Updated: March 04, 2010)
5.0
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Excellent! Would love to see Ken and Rick on another webinar in the future.

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Roth IRA Conversion Techniques
Webinars
Steve MedlandSteve Medland   February 04, 2010
(Updated: February 04, 2010)
5.0
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Going Paperless 2.0
Webinars
Steve MedlandSteve Medland   November 12, 2009
(Updated: November 12, 2009)
5.0
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Embedding Processes In Your CRM
Webinars
Steve MedlandSteve Medland   November 05, 2009
(Updated: November 05, 2009)
5.0
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Preparing For The Worst: Managing Your Clients In A Bear Market
Webinars
Steve MedlandSteve Medland   July 16, 2009
(Updated: July 16, 2009)
4.0
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Life Planning And The Financial Crisis
Webinars
Steve MedlandSteve Medland   May 21, 2009
(Updated: May 21, 2009)
5.0
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Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity
Webinars
Steve MedlandSteve Medland   May 14, 2009
(Updated: May 14, 2009)
5.0
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Increasing Operational Efficiency
Webinars
Steve MedlandSteve Medland   April 23, 2009
(Updated: April 23, 2009)
5.0
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20 results - showing 1 - 20