Reviews written by robertc724

25 results - showing 1 - 25  
 
 
PPP Update For Advisors, June Edition
Webinars
robertc724robertc724   June 03, 2020
10
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Coronavirus Tax Relief: New Rules For Tapping Retirement Plans And IRAs
Webinars
robertc724robertc724   May 20, 2020
10
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Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
robertc724robertc724   May 11, 2020
10
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Correcting Misleading Portfolio Illustrations Consumers Often Face
Webinars
robertc724robertc724   April 29, 2020
10
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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
robertc724robertc724   April 01, 2020
10
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Excellent. Could easily be 2 (or more) hours!

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Opportunities Post-Correction, And Amid Low Interest Rates
Webinars
robertc724robertc724   March 11, 2020
10
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Excellent and highly relevant for my clients.

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Asset Class Performance Shifts Since 1970
Webinars
robertc724robertc724   November 18, 2019
5.0
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Very interesting; something I'd never seen before!

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Retiree Risk And Portfolio Results After Fees And 58 Years
Webinars
robertc724robertc724   September 25, 2019
5.0
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Fritz Meyer Economic Update, August 2019
Webinars
robertc724robertc724   August 12, 2019
5.0
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Especially enjoyed the demographics piece.

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Fritz Meyer Economic Update, June 2019
Webinars
robertc724robertc724   June 10, 2019
5.0
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Fritz Meyer Quarterly Economic Update, April 2019 (Two Credits)
Webinars
robertc724robertc724   April 08, 2019
5.0
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Fritz Meyer Economic Update, September 2018
Webinars
robertc724robertc724   September 12, 2018
4.0
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Fritz Meyer Economic Update, August 2018
Webinars
robertc724robertc724   August 13, 2018
5.0
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Key Lessons Impacting Client Behavior For The Long Run
Webinars
robertc724robertc724   April 25, 2018
5.0
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Strategies Spawned By TCJA
Webinars
robertc724robertc724   April 11, 2018
5.0
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Excellent as always; just a bit more material than I could absorb in the time allowed. But, great!

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Fritz Meyer Quarterly Economic Update, April 2018 (Two Credits)
Webinars
robertc724robertc724   April 09, 2018
5.0
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Excellent; very much appreciate Fritz' depth of analysis.

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Fritz Meyer Quarterly Economic Update, January 2018 (Two Credits)
Webinars
robertc724robertc724   January 08, 2018
(Updated: January 08, 2018)
5.0
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Excellent and thorough resource. I greatly appreciate Fritz' presentations.

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Make Investment Review Meetings More Productive
Webinars
robertc724robertc724   December 13, 2017
(Updated: December 13, 2017)
4.0
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Fritz Meyer Economic Update, August 2017
Webinars
robertc724robertc724   August 07, 2017
(Updated: August 07, 2017)
5.0
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Always great material. Thanks!

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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
Webinars
robertc724robertc724   January 09, 2017
(Updated: January 09, 2017)
5.0
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Fritz Meyer Economic And Investment Update, February 2016
Webinars
robertc724robertc724   February 08, 2016
(Updated: February 08, 2016)
5.0
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Getting 2016 Off To A Compliant Start
Webinars
robertc724robertc724   January 20, 2016
(Updated: January 20, 2016)
5.0
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Retirement Portfolio Design
Webinars
robertc724robertc724   October 22, 2015
(Updated: October 22, 2015)
4.0
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Affirming.

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MoneyGuidePro
Financial Planning
robertc724robertc724   February 27, 2012
Overall rating 
 
 
3.7
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

MGP

Strong on projections and scenarios.

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Roth IRA: Beyond The Basics
Webinars
robertc724robertc724   June 10, 2010
(Updated: June 10, 2010)
5.0
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I will want to listen to it again. Very good.

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25 results - showing 1 - 25