Reviews written by tomf617

38 results - showing 26 - 38  
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Dr. Ed Yardeni On Predicting The Markets
Webinars
tomf617tomf617   March 13, 2018
5.0
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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
tomf617tomf617   June 04, 2017
(Updated: June 04, 2017)
4.0
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Very helpful

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2017 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
tomf617tomf617   February 23, 2017
(Updated: February 23, 2017)
5.0
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Limitations Of Popular Financial Planning Software Applications For Professionals
Webinars
tomf617tomf617   February 07, 2017
(Updated: February 07, 2017)
4.0
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Not too much new information.

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With Massive Tax Cuts Looming, A 2017 Tax Filing Primer For IA Reps (Two Credits)
Webinars
tomf617tomf617   January 26, 2017
(Updated: January 26, 2017)
5.0
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Very helpful and relevant

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2016 Year-End Tax Planning For Investment Advisors
Webinars
tomf617tomf617   August 25, 2016
(Updated: August 25, 2016)
5.0
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Very well done, but rushed. Should be made into a 2-hour presentation

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BREXIT Breaking News Coverage: A Review Of The MSCI EAFE And EM Indexes
Webinars
tomf617tomf617   June 29, 2016
(Updated: June 29, 2016)
4.0
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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)
Webinars
tomf617tomf617   April 11, 2016
(Updated: April 11, 2016)
5.0
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IRAs And Roth IRAs After A Client Dies
Webinars
tomf617tomf617   March 30, 2016
(Updated: March 30, 2016)
5.0
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Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods
Webinars
tomf617tomf617   March 23, 2016
(Updated: March 23, 2016)
4.0
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The Math Of Retirement
Webinars
tomf617tomf617   December 03, 2015
(Updated: December 03, 2015)
4.0
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Year-End Tax Moves For 2010
Webinars
tomf617tomf617   September 30, 2010
(Updated: September 30, 2010)
4.0
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Very informative; should be done every year

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Seizing The Roth IRA Opportunity With Clients And Prospects
Webinars
tomf617tomf617   December 10, 2009
(Updated: December 10, 2009)
4.0
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Helpful

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38 results - showing 26 - 38  
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