Reviews written by patton

77 results - showing 51 - 75  
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30 Common Types Of Trusts: Part 2
Webinars
pattonpatton   September 23, 2019
5.0
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Fritz Meyer Economic Update, September 2019
Webinars
pattonpatton   September 09, 2019
5.0
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2019 Planning For The SALT Limitation & Charitable Contributions
Webinars
pattonpatton   June 26, 2019
5.0
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Excellent

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Life Settlements For Fiduciaries
Webinars
pattonpatton   April 30, 2019
4.0
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Good

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College Funding CE For Financial Planners And IAs
Webinars
pattonpatton   March 20, 2019
5.0
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Excellent

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Retirement Income Math For Professionals
Webinars
pattonpatton   February 27, 2019
5.0
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Excellent

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Annual Update On Performance Characteristics Of Asset Classes And Portfolios
Webinars
pattonpatton   January 30, 2019
5.0
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Very good

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Best Financial & Tax Planning Ideas For 2019
Webinars
pattonpatton   January 21, 2019
5.0
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Excellent

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Fritz Meyer Breaking News CE Webinar: Bear Market 2018
Webinars
pattonpatton   December 25, 2018
5.0
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Good information.

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Why GIPS® Standards Are Now More Important To Wealth Advisors
Webinars
pattonpatton   November 13, 2018
4.0
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Crucial Conversations: A New Retiree's Bear Market Risk
Webinars
pattonpatton   September 26, 2018
5.0
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Excellent presentation

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2018 Year-End Tax Guidance For Investment Advisers
Webinars
pattonpatton   September 19, 2018
5.0
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Excellent - My only wish is that these presentations would start on time.

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Visualizing The Impact Of Various Withdrawal Rates
Webinars
pattonpatton   August 28, 2018
5.0
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Excellent

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Fritz Meyer Economic Update, August 2018
Webinars
pattonpatton   August 13, 2018
5.0
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Excellent

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Dr. Craig Israelsen's Favorite Lessons For Clients
Webinars
pattonpatton   August 01, 2018
5.0
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Excellent

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Income Taxation Of Trusts And Estates Made Easy
Webinars
pattonpatton   June 20, 2018
5.0
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Excellent

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Key Lessons Impacting Client Behavior For The Long Run
Webinars
pattonpatton   April 25, 2018
5.0
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Excellent

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Strategies Spawned By TCJA
Webinars
pattonpatton   April 11, 2018
5.0
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Make Investment Review Meetings More Productive
Webinars
pattonpatton   December 13, 2017
(Updated: December 13, 2017)
5.0
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IRAs And Roth IRAs After A Client Dies
Webinars
pattonpatton   March 23, 2017
(Updated: March 23, 2017)
5.0
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Excellent

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RMDs And Retirement Portfolio Survival, Part Two
Webinars
pattonpatton   March 15, 2017
(Updated: March 15, 2017)
4.0
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2017 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
pattonpatton   February 23, 2017
(Updated: February 23, 2017)
5.0
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Excellent

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Portfolio Survival With A Fixed Or CPI-Indexed COLA, Or RMD-Based Withdrawals
Webinars
pattonpatton   February 22, 2017
(Updated: February 22, 2017)
5.0
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I really liked the spreadsheet.

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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
Webinars
pattonpatton   January 09, 2017
(Updated: January 09, 2017)
5.0
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Excellent

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2017 Compliance For RIAs
Webinars
pattonpatton   December 08, 2016
(Updated: December 08, 2016)
4.0
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Very good.

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77 results - showing 51 - 75  
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