Reviews written by rochfin

72 results - showing 51 - 72  
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Estate Taxation Of IRAs And Qualified Plans For RIAs
Webinars
rochfinrochfin   May 30, 2018
5.0
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Dr. Ed Yardeni On Predicting The Markets
Webinars
rochfinrochfin   March 13, 2018
5.0
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2018 Tax Planning For Advisors, Two Credits
Webinars
rochfinrochfin   February 07, 2018
(Updated: February 07, 2018)
5.0
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A little too much emphasis on estate planning vs. tax planning

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Fritz Meyer Economic Update, February 2018
Webinars
rochfinrochfin   February 06, 2018
(Updated: February 06, 2018)
5.0
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New Tax Law Requires New Year-End Tactics
Webinars
rochfinrochfin   November 30, 2017
(Updated: November 30, 2017)
5.0
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Fritz Meyer Economic Update, November 2017
Webinars
rochfinrochfin   November 13, 2017
(Updated: November 13, 2017)
5.0
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Fritz Meyer Quarterly Economic Update, October 2017 (Two Credits)
Webinars
rochfinrochfin   October 09, 2017
(Updated: October 09, 2017)
5.0
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When Is It Best To Invest? A Review Over 37 Years
Webinars
rochfinrochfin   September 26, 2017
(Updated: September 26, 2017)
3.0
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The data was interesting but I don't think that it was useful for investing purposes

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The 15 Best Tax Strategies Right Now
Webinars
rochfinrochfin   September 05, 2017
(Updated: September 05, 2017)
5.0
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2017 Year-End Tax Planning Guidance For Investment Advisors
Webinars
rochfinrochfin   August 30, 2017
(Updated: August 30, 2017)
5.0
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Fritz Meyer Economic Update, August 2017
Webinars
rochfinrochfin   August 07, 2017
(Updated: August 07, 2017)
5.0
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Why You Must Discuss Asset Protection With Every Client, And What You Should Say
Webinars
rochfinrochfin   July 26, 2017
(Updated: July 26, 2017)
5.0
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Fritz Meyer Quarterly Economic Update, July 2017 (Two Credits)
Webinars
rochfinrochfin   July 10, 2017
(Updated: July 10, 2017)
5.0
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Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios
Webinars
rochfinrochfin   June 21, 2017
(Updated: June 21, 2017)
5.0
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Good seminar. It would have been helpful to have case histories as examples.

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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
rochfinrochfin   June 04, 2017
(Updated: June 04, 2017)
5.0
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Fritz Meyer Economic Update, May 2017
Webinars
rochfinrochfin   May 08, 2017
(Updated: May 08, 2017)
5.0
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Fritz Meyer Quarterly Economic Update, April 2017 (Two Credits)
Webinars
rochfinrochfin   April 10, 2017
(Updated: April 10, 2017)
5.0
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IRAs And Roth IRAs After A Client Dies
Webinars
rochfinrochfin   March 23, 2017
(Updated: March 23, 2017)
5.0
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RMDs And Retirement Portfolio Survival, Part Two
Webinars
rochfinrochfin   March 15, 2017
(Updated: March 15, 2017)
4.0
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Fritz Meyer Economic Update, March 2017
Webinars
rochfinrochfin   March 13, 2017
(Updated: March 13, 2017)
5.0
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Excellent presentation

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Fritz Meyer's 3Q 2016 Economic Roundup – Two Credits
Webinars
rochfinrochfin   October 13, 2016
(Updated: October 13, 2016)
5.0
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Excellent!

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Fritz Meyer Economic Update, August 2016
Webinars
rochfinrochfin   August 08, 2016
(Updated: August 08, 2016)
5.0
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Excellent

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72 results - showing 51 - 72  
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