Reviews written by robertv215

Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update

Webinars

robertv215 July 05, 2012
(Updated: July 05, 2012)

5.0
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It was OK. Nothing particularly new if you read Bob's emails

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Introduction To Tax-Efficient Investing (Part 1)

Webinars

robertv215 September 08, 2011
(Updated: September 08, 2011)

5.0
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A little high level, but it was just the 1st part - still among the best I have heard

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Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates

Webinars

robertv215 August 04, 2011
(Updated: August 04, 2011)

2.0
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This is one of the worst webinars I have participate in. The material was overly basic and lacked any real insight. This seemed more geared toward clients or...

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July 2011 Economy Update With Fritz Meyer

Webinars

robertv215 July 11, 2011
(Updated: July 11, 2011)

4.0
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It was interesting

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Collaborating With Estate Planning Attorneys

Webinars

robertv215 August 05, 2010
(Updated: August 05, 2010)

4.0
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