Reviews written by foothillplanner

129 results - showing 51 - 75  
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Asset Class Correlations In Diversified Portfolios
Webinars
foothillplannerfoothillplanner   November 15, 2017
(Updated: November 15, 2017)
5.0
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Great presentation. Always gets me thinking about improving my methodology.

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Fritz Meyer Economic Update, November 2017
Webinars
foothillplannerfoothillplanner   November 13, 2017
(Updated: November 13, 2017)
5.0
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Fritz Meyer Quarterly Economic Update, October 2017 (Two Credits)
Webinars
foothillplannerfoothillplanner   October 09, 2017
(Updated: October 09, 2017)
5.0
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What I like best about Fritz is the overall story he tells - the way he uses each individual data statistic and builds upon one another to give the complete...

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Fritz Meyer Economic Update, August 2017
Webinars
foothillplannerfoothillplanner   August 07, 2017
(Updated: August 07, 2017)
5.0
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What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
Webinars
foothillplannerfoothillplanner   July 19, 2017
(Updated: July 19, 2017)
5.0
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Such a good way to address client perspectives on index investing.

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Fritz Meyer Quarterly Economic Update, July 2017 (Two Credits)
Webinars
foothillplannerfoothillplanner   July 10, 2017
(Updated: July 10, 2017)
5.0
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Fritz Meyer Economic Update, May 2017
Webinars
foothillplannerfoothillplanner   May 08, 2017
(Updated: May 08, 2017)
5.0
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Fritz Meyer Quarterly Economic Update, April 2017 (Two Credits)
Webinars
foothillplannerfoothillplanner   April 10, 2017
(Updated: April 10, 2017)
5.0
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Always get great information from Fritz!

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IRAs And Roth IRAs After A Client Dies
Webinars
foothillplannerfoothillplanner   March 23, 2017
(Updated: March 23, 2017)
5.0
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2017 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
foothillplannerfoothillplanner   February 23, 2017
(Updated: February 23, 2017)
5.0
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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
Webinars
foothillplannerfoothillplanner   January 09, 2017
(Updated: January 09, 2017)
5.0
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Fritz Meyer Economic Update, December 2016
Webinars
foothillplannerfoothillplanner   December 12, 2016
(Updated: December 12, 2016)
5.0
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Fritz Meyer Special Session: Donald J. Trump's Victory
Webinars
foothillplannerfoothillplanner   November 08, 2016
(Updated: November 08, 2016)
5.0
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Fritz Meyer's 3Q 2016 Economic Roundup – Two Credits
Webinars
foothillplannerfoothillplanner   October 13, 2016
(Updated: October 13, 2016)
5.0
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Great as always. Thanks for speaking to the facts of the numbers and not the speculation of the politicians!

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Fritz Meyer's 2Q 2016 Economic Roundup (Two credits)
Webinars
foothillplannerfoothillplanner   July 11, 2016
(Updated: July 11, 2016)
5.0
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BREXIT Webinar, Today At 4 ET
Webinars
foothillplannerfoothillplanner   June 23, 2016
(Updated: June 23, 2016)
3.0
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The DOL's New Fiduciary Rule
Webinars
foothillplannerfoothillplanner   May 19, 2016
(Updated: May 19, 2016)
4.0
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Disaster Planning For RIAs
Webinars
foothillplannerfoothillplanner   April 07, 2016
(Updated: April 07, 2016)
4.0
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Fritz Meyer Economic And Investment Update, March 2016
Webinars
foothillplannerfoothillplanner   March 07, 2016
(Updated: March 07, 2016)
5.0
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Great as always!

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Fritz Meyer Economic And Investment Update, February 2016
Webinars
foothillplannerfoothillplanner   February 08, 2016
(Updated: February 08, 2016)
5.0
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Preparing 1040s: What Financial Advisors Must Know (2 CE credits)
Webinars
foothillplannerfoothillplanner   January 28, 2016
(Updated: January 28, 2016)
5.0
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Fritz Meyer's 4Q2015 Roundup (2 CPE credits)
Webinars
foothillplannerfoothillplanner   January 11, 2016
(Updated: January 11, 2016)
5.0
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Fritz Meyer Economic And Investment Update, December 2015
Webinars
foothillplannerfoothillplanner   December 07, 2015
(Updated: December 07, 2015)
5.0
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The Math Of Retirement
Webinars
foothillplannerfoothillplanner   December 03, 2015
(Updated: December 03, 2015)
5.0
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Always like listening to Craig!

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10 Action Areas For CCOs
Webinars
foothillplannerfoothillplanner   October 29, 2015
(Updated: October 29, 2015)
5.0
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129 results - showing 51 - 75  
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