Reviews written by BrentPetty

14 results - showing 1 - 14  
 
 
IRAs, Roth IRAs And Investment Advisors
Webinars
BrentPettyBrentPetty   June 01, 2015
(Updated: June 01, 2015)
4.0
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Everything A Financial Advisor Needs To Know About College Funding And Taxes
Webinars
BrentPettyBrentPetty   April 23, 2015
(Updated: April 23, 2015)
4.0
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A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)
Webinars
BrentPettyBrentPetty   January 22, 2015
(Updated: January 22, 2015)
4.0
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Optimizing Social Security Claims In Retirement Income Planning
Webinars
BrentPettyBrentPetty   October 16, 2014
(Updated: October 16, 2014)
4.0
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Bracket Management And Tax-Aware Investing
Webinars
BrentPettyBrentPetty   April 24, 2014
(Updated: April 24, 2014)
5.0
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Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements
Webinars
BrentPettyBrentPetty   April 10, 2014
(Updated: April 10, 2014)
4.0
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Policies Combining Life Insurance With Long-Term Care Insurance: The Good And Bad
Webinars
BrentPettyBrentPetty   December 13, 2012
(Updated: December 13, 2012)
4.0
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Trust Topics And Trends For Financial Advisors
Webinars
BrentPettyBrentPetty   October 11, 2012
(Updated: October 11, 2012)
3.0
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Great topic. It would be helpful if the topic was broken into several sessions (e.g. 101, 102, 103). I would find it more useful if case studies were used showing...

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RIA Fee Structure: Earning Fees In An Era When Investment Management Is Commoditized
Webinars
BrentPettyBrentPetty   September 27, 2012
(Updated: September 27, 2012)
5.0
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Excellent. Best one in a long time.

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Transform Your 401(k) Advice Business
Webinars
BrentPettyBrentPetty   December 09, 2010
(Updated: December 09, 2010)
3.0
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Year-End Tax Moves For 2010
Webinars
BrentPettyBrentPetty   September 30, 2010
(Updated: September 30, 2010)
5.0
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Excellent resource. Keep them coming

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What Is Your Firm Really Worth? Here's The Ugly Truth
Webinars
BrentPettyBrentPetty   July 22, 2010
(Updated: July 22, 2010)
5.0
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Conducting 401k Vendor Searches For Small Plan Sponsors
Webinars
BrentPettyBrentPetty   June 24, 2010
(Updated: June 24, 2010)
4.0
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Roth IRA: Beyond The Basics
Webinars
BrentPettyBrentPetty   June 10, 2010
(Updated: June 10, 2010)
5.0
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Great.

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14 results - showing 1 - 14