Reviews written by Jay Hutchins

61 results - showing 1 - 25  
 
 
A First Draft Of Financial History And CE Credit: Fritz Meyer Economic Update, March 2021
Webinars
Jay HutchinsJay Hutchins   March 08, 2021
10
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Very informative and fast-paced.

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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
Webinars
Jay HutchinsJay Hutchins   January 12, 2021
10
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Too little yet known to be truly helpful. Still, interesting.

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2021 Outlook, CE For Financial Professionals Only
Webinars
Jay HutchinsJay Hutchins   January 11, 2021
10
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Redesigning Portfolios Built For Accumulation To Work In The Decumulation Phase
Webinars
Jay HutchinsJay Hutchins   December 15, 2020
10
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The Next 25 Years For Investment Markets
Webinars
Jay HutchinsJay Hutchins   October 21, 2020
10
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Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
Jay HutchinsJay Hutchins   September 09, 2020
10
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Low-Expense Investing For Tax, Financial & Investment Planning Professionals
Webinars
Jay HutchinsJay Hutchins   August 26, 2020
10
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2020 Tax Planning Amid Covid Financial Crisis
Webinars
Jay HutchinsJay Hutchins   August 05, 2020
10
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As always, a good intro to more info than can be adequately consumed in a sitting. The webinar surely served its purpose.

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Covid Crisis Estate Planning With Gideon Rothschild
Webinars
Jay HutchinsJay Hutchins   July 29, 2020
10
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Quarterly Economic Review For Private Wealth Advisors, July 2020
Webinars
Jay HutchinsJay Hutchins   July 13, 2020
10
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Boy, what insight this hs given me; and confidence in staying the course!

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The New Math Driving 2020 Roth Conversions
Webinars
Jay HutchinsJay Hutchins   July 08, 2020
10
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Key Concepts For Fiduciaries In Designing Low-Expense Portfolios
Webinars
Jay HutchinsJay Hutchins   May 27, 2020
10
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Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
Jay HutchinsJay Hutchins   May 11, 2020
10
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Perfect amount of time and information given the topic

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Opportunities Post-Correction, And Amid Low Interest Rates
Webinars
Jay HutchinsJay Hutchins   March 11, 2020
10
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50-Year MPT Statistics Of A Diversified Portfolio Analyzed
Webinars
Jay HutchinsJay Hutchins   January 29, 2020
5.0
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I would have given it a ten if not for five being best...

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Fritz Meyer Economic Update, June 2019
Webinars
Jay HutchinsJay Hutchins   June 10, 2019
5.0
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succinct

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Trust & Estate Planning For IAs And Financial Planners
Webinars
Jay HutchinsJay Hutchins   April 10, 2019
5.0
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Advanced Tax Planning For Sec. 199A Business Deduction
Webinars
Jay HutchinsJay Hutchins   November 14, 2018
5.0
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Fritz Meyer On The S&P 500 Correction
Webinars
Jay HutchinsJay Hutchins   October 29, 2018
5.0
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Fritz Meyer Quarterly Economic Update, July 2018 (Two Credits)
Webinars
Jay HutchinsJay Hutchins   July 09, 2018
5.0
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Lots to consume

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Income Taxation Of Trusts And Estates Made Easy
Webinars
Jay HutchinsJay Hutchins   June 20, 2018
5.0
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Always informative

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2018 Tax Planning For Advisors, Two Credits
Webinars
Jay HutchinsJay Hutchins   February 07, 2018
(Updated: February 07, 2018)
5.0
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Excellent overview of a very broad topic.

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Fritz Meyer Quarterly Economic Update, April 2017 (Two Credits)
Webinars
Jay HutchinsJay Hutchins   April 10, 2017
(Updated: April 10, 2017)
5.0
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Excellent economic overview

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With Massive Tax Cuts Looming, A 2017 Tax Filing Primer For IA Reps (Two Credits)
Webinars
Jay HutchinsJay Hutchins   January 26, 2017
(Updated: January 26, 2017)
5.0
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Lots of excellent information packed into a couple hours with lively delivery. The topic can easily induce coma, but Bob has a way of keeping us on the edge...

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Fritz Meyer Economic Update, December 2016
Webinars
Jay HutchinsJay Hutchins   December 12, 2016
(Updated: December 12, 2016)
5.0
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61 results - showing 1 - 25