Reviews written by CUBICFL

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CUBICFL August 31, 2021

10
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Very good insight on different personality traits

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Technical Tips And Traps Of 2021 Roth IRA Conversions

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CUBICFL August 18, 2021

10
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Good update, Thanks!

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Investor Identity (1 Credit)

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CUBICFL August 17, 2021

10
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Very good!

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Counseling Strategies And Techniques (1 Credit)

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CUBICFL August 10, 2021

10
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Very good info and insights

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The Delta Variant's Impact On Economic Fundamentals, Fritz Meyer Economic Update, August 2021

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CUBICFL August 09, 2021

10
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Anger, Grief, And Greed: Investor Emotions, Part 2 (1 CE Credit)

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CUBICFL August 03, 2021

8.0
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Fear and Anxiety, Class 3 of 12-Credit Financial Counseling CE Course (1 Credit)

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CUBICFL July 27, 2021

10
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Trusts & Estates For Investment Advisors And Financial Planners

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CUBICFL July 21, 2021

10
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Good current topics and info

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Trust, The Foundation of Relationships (1 Credit)

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CUBICFL July 13, 2021

10
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Very, very good info and presentation!

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Risks Amid An Unprecedented Boom: Fritz Meyer Economic Update, July 2021

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CUBICFL July 12, 2021

10
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Always good info from Fritz!

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Financial Counseling Introduction and Overview (1 Credit)

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CUBICFL June 23, 2021

5.0
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Intro a little boring

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Benchmarking Performance Of A Diversified Portfolio

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CUBICFL June 22, 2021

10
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Stock Market Bubble Fears; Fritz Meyer Economic Update, June 2021

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CUBICFL June 07, 2021

10
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Income Tax Planning Opportunities In 2021, A Year Of Transition; Robert Keebler, May 2021 CE Class

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CUBICFL May 19, 2021

10
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Good updated material

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The Time To Plan For The Tax Wave Of 2021 Is Now

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CUBICFL April 21, 2021

10
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Good timing of information

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What's Driving Stocks To Record Highs? Fritz Meyer, Financial Economics CE Live

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CUBICFL April 12, 2021

10
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Fritz always does a great job

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How To Stay The Course, Professional Education Class

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CUBICFL March 30, 2021

10
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Craig always presents usable information and ideas

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The American Rescue Plan Act Of 2021: What Advisors Need To Know

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CUBICFL March 24, 2021

10
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A First Draft Of Financial History And CE Credit: Fritz Meyer Economic Update, March 2021

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CUBICFL March 08, 2021

10
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Optimizing Withdrawals From Taxable Portfolios

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CUBICFL February 23, 2021

10
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Managing The Coming Capital Gains Tax Hike

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CUBICFL February 17, 2021

10
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Investment Professional CE, Fritz Meyer, Feb. 2021

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CUBICFL February 08, 2021

10
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51 Year Risk, Return, And Correlation Data On Seven Core Asset Classes

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CUBICFL January 25, 2021

10
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Great as always

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2021 Tax Planning Continuing Professional Education

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CUBICFL January 20, 2021

10
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2021 Outlook, CE For Financial Professionals Only

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CUBICFL January 11, 2021

10
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Nice update, thanks for the clarifications on questions!

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