Reviews written by rsmith757

93 results - showing 26 - 50  
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Fritz Meyer Economic Update, March 2017
Webinars
rsmith757rsmith757   March 13, 2017
(Updated: March 13, 2017)
5.0
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2017 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
rsmith757rsmith757   February 23, 2017
(Updated: February 23, 2017)
5.0
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lot of info...all useful

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Fritz Meyer Economic Update, February 2017
Webinars
rsmith757rsmith757   February 13, 2017
(Updated: February 13, 2017)
5.0
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fabulous as always

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Designing Portfolios For Accumulation And Distribution Lifecycles
Webinars
rsmith757rsmith757   October 26, 2016
(Updated: October 26, 2016)
5.0
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Practical, Clear, Great data to explain benefits of reasonable savings rates, reasonable allocation plans and reasonable withdrawal rates.

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Improving After-Tax Returns
Webinars
rsmith757rsmith757   October 23, 2016
(Updated: October 23, 2016)
5.0
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Fritz Meyer's 3Q 2016 Economic Roundup – Two Credits
Webinars
rsmith757rsmith757   October 13, 2016
(Updated: October 13, 2016)
5.0
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Inflation And Investing Since 1970
Webinars
rsmith757rsmith757   September 28, 2016
(Updated: September 28, 2016)
5.0
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BREXIT Webinar, Today At 4 ET
Webinars
rsmith757rsmith757   June 23, 2016
(Updated: June 23, 2016)
5.0
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Concise, clear, compelling

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Defining A Fiduciary-Level Of Diversification
Webinars
rsmith757rsmith757   May 25, 2016
(Updated: May 25, 2016)
5.0
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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
rsmith757rsmith757   May 24, 2016
(Updated: May 24, 2016)
5.0
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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)
Webinars
rsmith757rsmith757   April 11, 2016
(Updated: April 11, 2016)
5.0
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IRAs And Roth IRAs After A Client Dies
Webinars
rsmith757rsmith757   March 30, 2016
(Updated: March 30, 2016)
5.0
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very DETAILED and that's good

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Fritz Meyer Economic And Investment Update, March 2016
Webinars
rsmith757rsmith757   March 07, 2016
(Updated: March 07, 2016)
5.0
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always great!

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2016 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
rsmith757rsmith757   February 25, 2016
(Updated: February 25, 2016)
5.0
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Technology, Financial Professionals, And Client Engagement
Webinars
rsmith757rsmith757   February 18, 2016
(Updated: February 18, 2016)
4.0
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Fritz Meyer's 4Q2015 Roundup (2 CPE credits)
Webinars
rsmith757rsmith757   January 11, 2016
(Updated: January 11, 2016)
5.0
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Fritz Meyer Economic And Investment Update, December 2015
Webinars
rsmith757rsmith757   December 07, 2015
(Updated: December 07, 2015)
5.0
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Fritz Meyer Economic And Investment Update, November 2015
Webinars
rsmith757rsmith757   November 09, 2015
(Updated: November 09, 2015)
5.0
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Tax-Aware Investing: Best Practices For IA Reps
Webinars
rsmith757rsmith757   October 28, 2015
(Updated: October 28, 2015)
5.0
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Business-Owner Tax Rules Investment Advisors Must Know About For 2016
Webinars
rsmith757rsmith757   October 01, 2015
(Updated: October 01, 2015)
5.0
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Fritz Meyer Economic And Investment Update, September 2015
Webinars
rsmith757rsmith757   September 07, 2015
(Updated: September 07, 2015)
5.0
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Year-End Tax Planning For Investment Advisers
Webinars
rsmith757rsmith757   August 27, 2015
(Updated: August 27, 2015)
5.0
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China's Great Crash: Implications For The World Economy
Webinars
rsmith757rsmith757   August 26, 2015
(Updated: August 26, 2015)
3.0
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Craig Israelsen Special Market Coverage
Webinars
rsmith757rsmith757   August 24, 2015
(Updated: August 24, 2015)
4.0
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93 results - showing 26 - 50  
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