Reviews written by myrnam605

2020 Compliance For RIAs

Webinars

myrnam605 July 27, 2020

Rating

7.0

much needed webinar! Thank you!

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Coronavirus Financial Economic News For Advisors From Fritz Meyer

Webinars

myrnam605 June 08, 2020

Rating

10.0

very informative

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Coronavirus Tax Relief: New Rules For Tapping Retirement Plans And IRAs

Webinars

myrnam605 May 20, 2020

Rating

10.0

informative

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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)

Webinars

myrnam605 April 13, 2020

Rating

10.0

excellent summary

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Tax Planning After The Covid-19 Crash And Recovery Bill

Webinars

myrnam605 April 01, 2020

Rating

10.0

good

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Craig Israelsen's February Webinar

Webinars

myrnam605 February 19, 2020

Rating

10.0

very essential coverage of ROTH IRA w the Secure Acdt

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Roth IRA Conversion Is Suddenly A High-Value Mass Affluent Tactic

Webinars

myrnam605 February 12, 2020

Rating

10.0

very essential coverage of ROTH IRA w the Secure Acdt

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Fritz Meyer Economic Update, February 2020

Webinars

myrnam605 February 10, 2020

Rating

10.0

informative, encouraging

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Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)

Webinars

myrnam605 January 13, 2020

Rating

10.0

superb!

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Tax And Estate Planning For IRAs After The SECURE Act

Webinars

myrnam605 January 08, 2020

Rating

5.0

a lot of material in a short period of time! I'll want to play this over a couple more times!

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Fritz Meyer Economic Update, August 2019

Webinars

myrnam605 August 12, 2019

Rating

5.0

excellent...Consider alternating profile photo of Fritz to an occasional hiking etc image. Its fun to see him in a more active image that matches his high energy levels on...

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Fritz Meyer Special Session On The Yield Curve

Webinars

myrnam605 May 29, 2019

Rating

5.0

the BEST

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Best Financial & Tax Planning Ideas For 2019

Webinars

myrnam605 January 21, 2019

Rating

4.0

good

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Fritz Meyer Quarterly Economic Update, January 2019 (Two Credits)

Webinars

myrnam605 January 14, 2019

Rating

5.0

excellent as usual

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Dr. Craig Israelsen's Favorite Lessons For Clients

Webinars

myrnam605 August 01, 2018

Rating

5.0

excellent!

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Fritz Meyer Quarterly Economic Update, July 2018 (Two Credits)

Webinars

myrnam605 July 09, 2018

Rating

5.0

excellent

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Fritz Meyer Economic Update, February 2018

Webinars

myrnam605 February 06, 2018
(Updated: February 06, 2018)

Rating

5.0

couldn't be more effective! Impact of the FED on recession was helpful to know!

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Fritz Meyer Quarterly Economic Update, January 2018 (Two Credits)

Webinars

myrnam605 January 08, 2018
(Updated: January 08, 2018)

Rating

5.0

excellent. I appreciate all the data available

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Fritz Meyer Economic Update, November 2017

Webinars

myrnam605 November 13, 2017
(Updated: November 13, 2017)

Rating

5.0

very educational. Visuals w commentary are highly effective. Thanks A4A!

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How Trump Tax Reform Proposal Alters Year-End Tax Planning

Webinars

myrnam605 September 27, 2017
(Updated: September 27, 2017)

Rating

5.0

excellent to have projections at this time

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Fritz Meyer Economic Update, September 2017

Webinars

myrnam605 September 11, 2017
(Updated: September 11, 2017)

Rating

5.0

very informative

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Fritz Meyer Economic Update, August 2017

Webinars

myrnam605 August 07, 2017
(Updated: August 07, 2017)

Rating

5.0

excellent... he's the best!

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Fritz Meyer Quarterly Economic Update, July 2017 (Two Credits)

Webinars

myrnam605 July 10, 2017
(Updated: July 10, 2017)

Rating

5.0

excellent!

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Fritz Meyer Economic Update, June 2017

Webinars

myrnam605 June 12, 2017
(Updated: June 12, 2017)

Rating

5.0

excellent. very informative

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With Massive Tax Cuts Looming, A 2017 Tax Filing Primer For IA Reps (Two Credits)

Webinars

myrnam605 January 26, 2017
(Updated: January 26, 2017)

Rating

5.0

excellent material and presentation (given the complexity and likely changes ahead of!)

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