Reviews written by mariorhernandez

Tax-Efficient Retirement Income And Portfolio Drawdown Techniques

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mariorhernandez June 28, 2016
(Updated: June 28, 2016)

5.0
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Excellent presentation

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BREXIT Webinar, Today At 4 ET

Webinars

mariorhernandez June 23, 2016
(Updated: June 23, 2016)

3.0
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It was fairly brief. I was looking for a more in depth analysis.

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A Financial Advisor's Guide To College Funding

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mariorhernandez May 05, 2016
(Updated: May 05, 2016)

5.0
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Excellent overview of college planning

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Preparing 1040s: What Financial Advisors Must Know (2 CE credits)

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mariorhernandez January 28, 2016
(Updated: January 28, 2016)

5.0
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Excellent overview of the 1040 form

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Getting 2016 Off To A Compliant Start

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mariorhernandez January 20, 2016
(Updated: January 20, 2016)

5.0
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Excellent presentation!

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The Math Of Retirement

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mariorhernandez December 03, 2015
(Updated: December 03, 2015)

5.0
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Insightful presenation!

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Business-Owner Tax Rules Investment Advisors Must Know About For 2016

Webinars

mariorhernandez October 01, 2015
(Updated: October 01, 2015)

4.0
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Excellent tax planning material.

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Year-End Tax Planning For Investment Advisers

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mariorhernandez August 27, 2015
(Updated: August 27, 2015)

5.0
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Excellent year-end tax ideals

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Fritz Meyer On The Market Turmoil

Webinars

mariorhernandez August 23, 2015
(Updated: August 23, 2015)

5.0
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Good update!

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Best Practices For Financial Planners In Minimizing Estate Tax

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mariorhernandez July 30, 2015
(Updated: July 30, 2015)

5.0
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Great overview of estate plan issues

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Positioning And Delivering Retirement Income With Clients

Webinars

mariorhernandez July 23, 2015
(Updated: July 23, 2015)

3.0
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Good, but needs more detail how to implement retirement income planning

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The Fed, Greece and Interest Rates: What's Next?

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mariorhernandez July 09, 2015
(Updated: July 09, 2015)

5.0
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Excellent overview of the economy and markets

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Fritz Meyer Economic And Investment Update, June 2015

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mariorhernandez June 08, 2015
(Updated: June 08, 2015)

4.0
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Excellent presentation!

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IRAs, Roth IRAs And Investment Advisors

Webinars

mariorhernandez June 01, 2015
(Updated: June 01, 2015)

4.0
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Well done.

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Fritz Meyer's 2Q2015 Analysis Webinar -- Two CE Credits

Webinars

mariorhernandez April 13, 2015
(Updated: April 13, 2015)

4.0
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Excellent overview!

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2015 Tax Traps, Tips, And Tricks For Investment Advisers

Webinars

mariorhernandez February 26, 2015
(Updated: February 26, 2015)

5.0
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Outstanding overview of tax items to look out for.

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A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)

Webinars

mariorhernandez January 22, 2015
(Updated: January 22, 2015)

5.0
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Excellent review of tax planning on the 1040 form

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The Investment Accident Waiting To Happen

Webinars

mariorhernandez January 15, 2015
(Updated: January 15, 2015)

4.0
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Compelling argument for being diversified.

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Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits

Webinars

mariorhernandez January 12, 2015
(Updated: January 12, 2015)

4.0
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Excellent market and economic update.

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Protecting Your RIA From Cyber Threats

Webinars

mariorhernandez December 04, 2014
(Updated: December 04, 2014)

5.0
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Excellent overview of security risks

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Managing Clients Tax Effectively In 2015, And Year-End Reminders For 2014

Webinars

mariorhernandez November 20, 2014
(Updated: November 20, 2014)

5.0
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Excellent year-end tax advice

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Volatile Times: Should You Adjust Your Allocation?

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mariorhernandez November 13, 2014
(Updated: November 13, 2014)

5.0
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Interesting concept

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Fritz Meyer, Live From IMPACT In Denver, Reviews Bernanke's Speech And Investment Sessions

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mariorhernandez November 06, 2014
(Updated: November 06, 2014)

5.0
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Excellent summary of the conference

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Optimizing Social Security Claims In Retirement Income Planning

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mariorhernandez October 16, 2014
(Updated: October 16, 2014)

4.0
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Good information,.

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