Reviews written by jeffreyw973

Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios

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jeffreyw973 June 21, 2017
(Updated: June 21, 2017)

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College Funding Techniques For Advisors

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jeffreyw973 April 19, 2017
(Updated: April 19, 2017)

5.0
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2017 Tax Planning Opportunities And Traps For Investment Advisors

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jeffreyw973 February 23, 2017
(Updated: February 23, 2017)

5.0
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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)

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jeffreyw973 January 09, 2017
(Updated: January 09, 2017)

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Smart Beta: Useful Or Not?

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jeffreyw973 December 13, 2016
(Updated: December 13, 2016)

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Fritz Meyer Economic Update, December 2016

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jeffreyw973 December 12, 2016
(Updated: December 12, 2016)

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2017 Compliance For RIAs

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jeffreyw973 December 08, 2016
(Updated: December 08, 2016)

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Rebalancing: An Act Of Courage

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jeffreyw973 November 29, 2016
(Updated: November 29, 2016)

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Performance And Risk Metrics For Clients

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jeffreyw973 July 27, 2016
(Updated: July 27, 2016)

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2016 Estate And Gift Tax Class For Financial Advisors

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jeffreyw973 July 21, 2016
(Updated: July 21, 2016)

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Fritz Meyer's 2Q 2016 Economic Roundup (Two credits)

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jeffreyw973 July 11, 2016
(Updated: July 11, 2016)

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Great job.

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Fritz Meyer Economic And Investment Update, May 2016

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jeffreyw973 May 09, 2016
(Updated: May 09, 2016)

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I appreciate Fritz finishing on time. Thanks for responding to that feedback.

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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)

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jeffreyw973 April 11, 2016
(Updated: April 11, 2016)

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Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods

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jeffreyw973 March 23, 2016
(Updated: March 23, 2016)

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excellent presentation!

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2016 Tax Planning Opportunities And Traps For Investment Advisors

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jeffreyw973 February 25, 2016
(Updated: February 25, 2016)

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Fritz Meyer Economic And Investment Update, February 2016

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jeffreyw973 February 08, 2016
(Updated: February 08, 2016)

3.0
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Here's my issue - Fritz was still talking at 5:20pm. He even said at 5:10pm that he was going to go 5 more minutes and stay within 50 minutes....

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

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jeffreyw973 January 28, 2016
(Updated: January 28, 2016)

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Estate Plans Of The Rich And Famous

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jeffreyw973 November 19, 2015
(Updated: November 19, 2015)

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very entertaining stories but it would have been better to have some structure around the key lessons and a list of issues or something that would enable you to better...

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Betterment Institutional Webinar

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jeffreyw973 October 15, 2015
(Updated: October 15, 2015)

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

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jeffreyw973 October 01, 2015
(Updated: October 01, 2015)

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Fritz Meyer Economic And Investment Update, August 2015

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jeffreyw973 August 10, 2015
(Updated: August 10, 2015)

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Positioning And Delivering Retirement Income With Clients

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jeffreyw973 July 23, 2015
(Updated: July 23, 2015)

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What Financial Advisors Must Know About Retirement Income Tax Planning

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jeffreyw973 June 25, 2015
(Updated: June 25, 2015)

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Retirement Portfolio Adequacy

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jeffreyw973 May 14, 2015
(Updated: May 14, 2015)

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great stuff.

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