Reviews written by rtopping@mycwa.com

Tax-Aware Investing: Best Practices For IA Reps

Webinars

rtopping@mycwa.com October 28, 2015
(Updated: October 28, 2015)

4.0
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Good but a little too broad.

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Craig Israelsen Special Market Coverage

Webinars

rtopping@mycwa.com August 24, 2015
(Updated: August 24, 2015)

5.0
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Always enjoy Craig's research and thoughts.

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Fritz Meyer On The Market Turmoil

Webinars

rtopping@mycwa.com August 23, 2015
(Updated: August 23, 2015)

5.0
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Very Good perspective. Looking forward to hearing Craig Israelsen tomorrow- especially re. asset classes out of favor (commoditie/Nat.Resources).

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Best Practices For Financial Planners In Minimizing Estate Tax

Webinars

rtopping@mycwa.com July 30, 2015
(Updated: July 30, 2015)

5.0
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Very good but not too applicable to our clientele. Summary of States (showing estate taxes, if any; inheritance taxes, etc. ). Also more information on trade off of...

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Office 365 And Skype For Business

Webinars

rtopping@mycwa.com June 11, 2015
(Updated: June 11, 2015)

4.0
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Good, early stage for us. We're just starting to use Office 365. We are also just starting to use Skype for conference calls in conjunction with eMoney collaboration....

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IA Reps: Stop Letting Technology Drive You Insane

Webinars

rtopping@mycwa.com March 17, 2015
(Updated: March 17, 2015)

4.0
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First exposure to 365 so it was helpful!

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Inflation And Asset Performance

Webinars

rtopping@mycwa.com April 03, 2014
(Updated: April 03, 2014)

5.0
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Always enjoy Craig Israelsen . Missed first part as I had a hard time logging on.

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Golden Years

Financial Planning

rtopping@mycwa.com May 10, 2013

Overall rating

3.6

Company

5.0

Interface

4.0

Integration

3.0

Pricing

4.0

Monte Carlo Simulation

4.0

Taxes

3.0

Asset Allocation

3.0

LTC-College Planning

3.0

Estate Planning

3.0

Good option

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PortfolioCenter

Portfolio Management

rtopping@mycwa.com May 10, 2013

Overall rating

3.6

Company

4.0

Technology Support

4.0

Reconcilliation

4.0

Financial Institution Interfaces

4.0

Reports

4.0

Fixed Income

3.0

Tax Lot Accounting

3.0

Trading

3.0

Integrations

4.0

Security

4.0

Hosting

3.0

Pricing

3.0

Good value

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From Efficient To Effective: Building A Multi-Asset Portfolio

Webinars

rtopping@mycwa.com May 09, 2013
(Updated: May 09, 2013)

5.0
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Very good. We use this approach but with variations.

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Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2012

Webinars

rtopping@mycwa.com December 10, 2012
(Updated: December 10, 2012)

5.0
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-

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Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012

Webinars

rtopping@mycwa.com April 09, 2012
(Updated: April 09, 2012)

4.0
Average Attendee Rating
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Good input and perspective

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The Switch Is On Again For RIAs

Webinars

rtopping@mycwa.com August 11, 2011
(Updated: August 11, 2011)

5.0
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Helpful. Knew that basics but pick up a few tidbits. Thanks!

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August 2011 Economy Update From Fritz Meyer

Webinars

rtopping@mycwa.com August 08, 2011
(Updated: August 08, 2011)

5.0
Average Attendee Rating
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-

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Preparing For The Worst: Managing Your Clients In A Bear Market

Webinars

rtopping@mycwa.com July 16, 2009
(Updated: July 16, 2009)

4.0
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Good input and perspective

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Appointing A Trust Protector To Improve Estate Plans

Webinars

rtopping@mycwa.com November 30, -1

4.0
Average Attendee Rating
Poor	Average	Excellent

Good, early stage for us. We're just starting to use Office 365. We are also just starting to use Skype for conference calls in conjunction with eMoney collaboration....

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