Reviews written by jzheng4081

81 results - showing 26 - 50  
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Fritz Meyer Economic Update, June 2018
Webinars
jzheng4081jzheng4081   June 11, 2018
4.0
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great

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Estate Taxation Of IRAs And Qualified Plans For RIAs
Webinars
jzheng4081jzheng4081   May 30, 2018
5.0
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Great

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Commodities Funds & ETFs Tips & Traps For Professionals
Webinars
jzheng4081jzheng4081   May 23, 2018
4.0
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Good info!

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Key Lessons Impacting Client Behavior For The Long Run
Webinars
jzheng4081jzheng4081   April 25, 2018
4.0
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great

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Strategies Spawned By TCJA
Webinars
jzheng4081jzheng4081   April 11, 2018
5.0
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Great

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Maximizing The New 20% Deduction On Pass-Throughs
Webinars
jzheng4081jzheng4081   March 28, 2018
4.0
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great

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Inflation And Asset Performance: A 92-Year Review
Webinars
jzheng4081jzheng4081   February 21, 2018
(Updated: February 21, 2018)
5.0
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Great!

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2018 Tax Planning For Advisors, Two Credits
Webinars
jzheng4081jzheng4081   February 07, 2018
(Updated: February 07, 2018)
4.0
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great

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Asset Class Correlations In Diversified Portfolios
Webinars
jzheng4081jzheng4081   November 15, 2017
(Updated: November 15, 2017)
4.0
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great

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Fritz Meyer Economic Update, November 2017
Webinars
jzheng4081jzheng4081   November 13, 2017
(Updated: November 13, 2017)
5.0
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great

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How Trump Tax Reform Proposal Alters Year-End Tax Planning
Webinars
jzheng4081jzheng4081   September 27, 2017
(Updated: September 27, 2017)
4.0
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good

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The 15 Best Tax Strategies Right Now
Webinars
jzheng4081jzheng4081   September 05, 2017
(Updated: September 05, 2017)
4.0
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good

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2017 Year-End Tax Planning Guidance For Investment Advisors
Webinars
jzheng4081jzheng4081   August 30, 2017
(Updated: August 30, 2017)
5.0
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great

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Fritz Meyer Economic Update, August 2017
Webinars
jzheng4081jzheng4081   August 07, 2017
(Updated: August 07, 2017)
5.0
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good

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What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
Webinars
jzheng4081jzheng4081   July 19, 2017
(Updated: July 19, 2017)
4.0
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good

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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
jzheng4081jzheng4081   June 04, 2017
(Updated: June 04, 2017)
5.0
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great

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Inflation, Returns, And Portfolio Management
Webinars
jzheng4081jzheng4081   May 24, 2017
(Updated: May 24, 2017)
5.0
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great info

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How Long Is The Long-Run?
Webinars
jzheng4081jzheng4081   April 26, 2017
(Updated: April 26, 2017)
5.0
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GREAT AS USUAL

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Fritz Meyer Quarterly Economic Update, April 2017 (Two Credits)
Webinars
jzheng4081jzheng4081   April 10, 2017
(Updated: April 10, 2017)
5.0
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great

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Fritz Meyer Economic Update, February 2017
Webinars
jzheng4081jzheng4081   February 13, 2017
(Updated: February 13, 2017)
4.0
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good

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Low-Expense Portfolio Design For RIAs
Webinars
jzheng4081jzheng4081   January 25, 2017
(Updated: January 25, 2017)
5.0
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Excellent

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2017 Compliance For RIAs
Webinars
jzheng4081jzheng4081   December 08, 2016
(Updated: December 08, 2016)
5.0
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excellent

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Business Owner Tax Strategies And Trends
Webinars
jzheng4081jzheng4081   November 10, 2016
(Updated: November 10, 2016)
4.0
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Great

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Fritz Meyer Special Session: Donald J. Trump's Victory
Webinars
jzheng4081jzheng4081   November 08, 2016
(Updated: November 08, 2016)
5.0
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Fritz Meyer Economic Update, November 2016
Webinars
jzheng4081jzheng4081   November 07, 2016
(Updated: November 07, 2016)
5.0
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excellent

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81 results - showing 26 - 50  
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