Reviews written by robertp303

111 results - showing 51 - 75  
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Improving After-Tax Returns
Webinars
robertp303robertp303   October 23, 2016
(Updated: October 23, 2016)
5.0
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Tax-Efficient Retirement Income And Portfolio Drawdown Techniques
Webinars
robertp303robertp303   June 28, 2016
(Updated: June 28, 2016)
5.0
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A Financial Advisor's Guide To College Funding
Webinars
robertp303robertp303   May 05, 2016
(Updated: May 05, 2016)
5.0
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IRAs And Roth IRAs After A Client Dies
Webinars
robertp303robertp303   March 30, 2016
(Updated: March 30, 2016)
5.0
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Excellent

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2016 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
robertp303robertp303   February 25, 2016
(Updated: February 25, 2016)
5.0
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Preparing 1040s: What Financial Advisors Must Know (2 CE credits)
Webinars
robertp303robertp303   January 28, 2016
(Updated: January 28, 2016)
5.0
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IA Reps: Stop Letting Technology Drive You Insane
Webinars
robertp303robertp303   December 15, 2015
(Updated: December 15, 2015)
5.0
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Estate Plans Of The Rich And Famous
Webinars
robertp303robertp303   November 19, 2015
(Updated: November 19, 2015)
5.0
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How Advisors Can Get In Sync With OneDrive For Business And SharePoint
Webinars
robertp303robertp303   November 17, 2015
(Updated: November 17, 2015)
5.0
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Business-Owner Tax Rules Investment Advisors Must Know About For 2016
Webinars
robertp303robertp303   October 01, 2015
(Updated: October 01, 2015)
5.0
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Year-End Tax Planning For Investment Advisers
Webinars
robertp303robertp303   August 27, 2015
(Updated: August 27, 2015)
5.0
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Best Practices For Financial Planners In Minimizing Estate Tax
Webinars
robertp303robertp303   July 30, 2015
(Updated: July 30, 2015)
5.0
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IRAs, Roth IRAs And Investment Advisors
Webinars
robertp303robertp303   June 01, 2015
(Updated: June 01, 2015)
5.0
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Office 365 And Financial Advisor Compliance
Webinars
robertp303robertp303   May 19, 2015
(Updated: May 19, 2015)
5.0
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2015 Tax Traps, Tips, And Tricks For Investment Advisers
Webinars
robertp303robertp303   February 26, 2015
(Updated: February 26, 2015)
5.0
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excellent

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75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*
Webinars
robertp303robertp303   June 26, 2014
(Updated: June 26, 2014)
5.0
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-

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How To Set Up And Run An Internship Program At An RIA
Webinars
robertp303robertp303   June 12, 2014
(Updated: June 12, 2014)
5.0
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-

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SEC's New RIA Guidance On Social Media
Webinars
robertp303robertp303   May 08, 2014
(Updated: May 08, 2014)
5.0
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-

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Bracket Management And Tax-Aware Investing
Webinars
robertp303robertp303   April 24, 2014
(Updated: April 24, 2014)
5.0
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-

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The Psychology Of Risk: The Behavioral Finance Perspective
Webinars
robertp303robertp303   February 27, 2014
(Updated: February 27, 2014)
3.0
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-

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The New Ideas Changing Retirement Income Planning
Webinars
robertp303robertp303   January 16, 2014
(Updated: January 16, 2014)
3.0
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too complicated and too many numbers

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2014 Estate Planning Update For Financial Planners
Webinars
robertp303robertp303   December 12, 2013
(Updated: December 12, 2013)
5.0
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-

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What's Your RIA Worth?
Webinars
robertp303robertp303   October 10, 2013
(Updated: October 10, 2013)
4.0
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-

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Strategic Alliances With Accountants And Attorneys
Webinars
robertp303robertp303   October 03, 2013
(Updated: October 03, 2013)
5.0
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111 results - showing 51 - 75  
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