Reviews written by dougw413

6 results - showing 1 - 6  
 
 
2014 Estate Planning Update For Financial Planners
Webinars
dougw413dougw413   December 12, 2013
(Updated: December 12, 2013)
5.0
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Practitioner Forum: RIAs Acquiring RIAs: Challenges, Due Diligence, Deal Structure
Webinars
dougw413dougw413   January 17, 2013
(Updated: January 17, 2013)
5.0
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Policies Combining Life Insurance With Long-Term Care Insurance: The Good And Bad
Webinars
dougw413dougw413   December 13, 2012
(Updated: December 13, 2012)
5.0
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Getting Referrals Perpetually
Webinars
dougw413dougw413   January 20, 2011
(Updated: January 20, 2011)
5.0
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The New Form ADV Part 2
Webinars
dougw413dougw413   November 11, 2010
(Updated: November 11, 2010)
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High quality. Quick overview

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2010 Compliance Planning For RIAs
Webinars
dougw413dougw413   October 29, 2009
(Updated: October 29, 2009)
4.0
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More information on the renewal process

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6 results - showing 1 - 6