Reviews written by myrnam605

77 results - showing 1 - 25  
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Mental Health Issues And Financial Counseling (1 Credit)
Webinars
myrnam605myrnam605   September 14, 2021
10
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love the detail and ideas for incorporation

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Investor Personality Part 2 (1 Credit)
Webinars
myrnam605myrnam605   August 31, 2021
10
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interesting and applicable. I could definitely find these characteristics i.e. openness, conscientious, agreeable very identifiable ! In other words "GREAT". (Andrew)) :)

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Asset Class Rotation On And Off The Efficient Frontier, 2001-2020, Craig Israelsen's August CE Webinar
Webinars
myrnam605myrnam605   August 25, 2021
10
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i enjoyed the risk/return graphs covering each decade. Very interesting.

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Technical Tips And Traps Of 2021 Roth IRA Conversions
Webinars
myrnam605myrnam605   August 18, 2021
10
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excellent coverage

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Anger, Grief, And Greed: Investor Emotions, Part 2 (1 CE Credit)
Webinars
myrnam605myrnam605   August 03, 2021
10
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great depth of content

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Fear and Anxiety, Class 3 of 12-Credit Financial Counseling CE Course (1 Credit)
Webinars
myrnam605myrnam605   July 27, 2021
10
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excellent ideas to instill sense of control. Love the Crisis Plan concept

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Trust, The Foundation of Relationships (1 Credit)
Webinars
myrnam605myrnam605   July 13, 2021
10
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insightful

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Stock Market Bubble Fears; Fritz Meyer Economic Update, June 2021
Webinars
myrnam605myrnam605   June 07, 2021
10
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good content

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Income Tax Planning Opportunities In 2021, A Year Of Transition; Robert Keebler, May 2021 CE Class
Webinars
myrnam605myrnam605   May 19, 2021
10
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excellent and thorough

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Tracking The Recovery; Fritz Meyer Economic Update, May 2021
Webinars
myrnam605myrnam605   May 10, 2021
10
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excellent

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A First Draft Of Financial History And CE Credit: Fritz Meyer Economic Update, March 2021
Webinars
myrnam605myrnam605   March 08, 2021
10
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encouraging!

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Optimizing Withdrawals From Taxable Portfolios
Webinars
myrnam605myrnam605   February 23, 2021
10
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excellent.....love the spreadsheet demo Craig!

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Investment Professional CE, Fritz Meyer, Feb. 2021
Webinars
myrnam605myrnam605   February 08, 2021
10
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excellent

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51 Year Risk, Return, And Correlation Data On Seven Core Asset Classes
Webinars
myrnam605myrnam605   January 25, 2021
10
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excellent content and educator skills CRAIG. Love the visuals too!

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2021 Tax Planning Continuing Professional Education
Webinars
myrnam605myrnam605   January 20, 2021
10
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meaty and informative

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2020 Compliance For RIAs
Webinars
myrnam605myrnam605   July 27, 2020
7.0
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much needed webinar! Thank you!

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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
myrnam605myrnam605   June 08, 2020
10
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very informative

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Coronavirus Tax Relief: New Rules For Tapping Retirement Plans And IRAs
Webinars
myrnam605myrnam605   May 20, 2020
10
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informative

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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
myrnam605myrnam605   April 13, 2020
10
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excellent summary

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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
myrnam605myrnam605   April 01, 2020
10
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good

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Craig Israelsen's February Webinar
Webinars
myrnam605myrnam605   February 19, 2020
10
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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
myrnam605myrnam605   February 12, 2020
10
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very essential coverage of ROTH IRA w the Secure Acdt

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Fritz Meyer Economic Update, February 2020
Webinars
myrnam605myrnam605   February 10, 2020
10
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informative, encouraging

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Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)
Webinars
myrnam605myrnam605   January 13, 2020
10
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superb!

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Tax And Estate Planning For IRAs After The SECURE Act
Webinars
myrnam605myrnam605   January 08, 2020
5.0
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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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77 results - showing 1 - 25  
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