Reviews written by colleenw952

82 results - showing 26 - 50  
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Quarterly Economic Review For Private Wealth Advisors, July 2020
Webinars
colleenw952colleenw952   July 13, 2020
10
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The New Math Driving 2020 Roth Conversions
Webinars
colleenw952colleenw952   July 08, 2020
9.0
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Fritz Meyer Economic Update, December 2019
Webinars
colleenw952colleenw952   December 09, 2019
5.0
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2019 Year-End Tax Planning Guidance For Investment Advisers
Webinars
colleenw952colleenw952   October 16, 2019
4.0
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great!

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Retiree Risk And Portfolio Results After Fees And 58 Years
Webinars
colleenw952colleenw952   September 25, 2019
4.0
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Fritz Meyer Economic Update, December 2018
Webinars
colleenw952colleenw952   December 10, 2018
5.0
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Estate Taxation Of IRAs And Qualified Plans For RIAs
Webinars
colleenw952colleenw952   May 30, 2018
4.0
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Key Lessons Impacting Client Behavior For The Long Run
Webinars
colleenw952colleenw952   April 25, 2018
4.0
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great as always

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Strategies Spawned By TCJA
Webinars
colleenw952colleenw952   April 11, 2018
4.0
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Fritz Meyer Quarterly Economic Update, April 2018 (Two Credits)
Webinars
colleenw952colleenw952   April 09, 2018
4.0
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Fritz Meyer Economic Update, March 2018
Webinars
colleenw952colleenw952   March 12, 2018
4.0
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Fritz Meyer Economic Update, December 2017
Webinars
colleenw952colleenw952   December 11, 2017
(Updated: December 11, 2017)
4.0
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How Long Is The Long-Run?
Webinars
colleenw952colleenw952   April 26, 2017
(Updated: April 26, 2017)
4.0
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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
Webinars
colleenw952colleenw952   January 09, 2017
(Updated: January 09, 2017)
4.0
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Fritz Meyer Economic And Investment Update, June 2016
Webinars
colleenw952colleenw952   June 13, 2016
(Updated: June 13, 2016)
5.0
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Fritz Meyer Economic And Investment Update, May 2016
Webinars
colleenw952colleenw952   May 09, 2016
(Updated: May 09, 2016)
5.0
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Retirement Portfolio Torture Test, 1970-2015
Webinars
colleenw952colleenw952   April 27, 2016
(Updated: April 27, 2016)
5.0
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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)
Webinars
colleenw952colleenw952   April 11, 2016
(Updated: April 11, 2016)
5.0
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IRAs And Roth IRAs After A Client Dies
Webinars
colleenw952colleenw952   March 30, 2016
(Updated: March 30, 2016)
5.0
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Fritz Meyer Economic And Investment Update, February 2016
Webinars
colleenw952colleenw952   February 08, 2016
(Updated: February 08, 2016)
5.0
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2015 Asset-Class Performance Versus 5-, 10-, and 15-Year Periods
Webinars
colleenw952colleenw952   January 27, 2016
(Updated: January 27, 2016)
4.0
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2016 Global Market Outlook With Russell Investments
Webinars
colleenw952colleenw952   January 21, 2016
(Updated: January 21, 2016)
4.0
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a great balanced approach to explaining the market and economic factors

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Getting 2016 Off To A Compliant Start
Webinars
colleenw952colleenw952   January 20, 2016
(Updated: January 20, 2016)
4.0
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Fritz Meyer's 4Q2015 Roundup (2 CPE credits)
Webinars
colleenw952colleenw952   January 11, 2016
(Updated: January 11, 2016)
4.0
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Fritz Meyer Economic And Investment Update, December 2015
Webinars
colleenw952colleenw952   December 07, 2015
(Updated: December 07, 2015)
5.0
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awesome as always!

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82 results - showing 26 - 50  
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