Reviews written by PlanMan

Fritz Meyer Economic And Investment Update, March 2016

Webinars

PlanMan March 07, 2016
(Updated: March 07, 2016)

5.0
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2016 Tax Planning Opportunities And Traps For Investment Advisors

Webinars

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

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Technology, Financial Professionals, And Client Engagement

Webinars

PlanMan February 18, 2016
(Updated: February 18, 2016)

4.0
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Fritz Meyer Economic And Investment Update, February 2016

Webinars

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

5.0
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Fritz is always interesting but the pace is a bit frantic. Too much information to try and digest in the allotted time.

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Fritz Meyer's 4Q2015 Roundup (2 CPE credits)

Webinars

PlanMan January 11, 2016
(Updated: January 11, 2016)

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Enjoy his presentation and always learn a thing or two

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Practice Strategies For Financial Planners

Webinars

PlanMan December 17, 2015
(Updated: December 17, 2015)

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Fritz Meyer Economic And Investment Update, December 2015

Webinars

PlanMan December 07, 2015
(Updated: December 07, 2015)

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Always learn something from Fritz.

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The Math Of Retirement

Webinars

PlanMan December 03, 2015
(Updated: December 03, 2015)

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Craig Israelsen Special Market Coverage

Webinars

PlanMan August 24, 2015
(Updated: August 24, 2015)

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Craig was a voice of reason. I can see the clarity that the 7Twelve concept can bring to clients confused over asset allocation. I'm looking closer at his...

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2015 Tax Traps, Tips, And Tricks For Investment Advisers

Webinars

PlanMan February 26, 2015
(Updated: February 26, 2015)

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Tax Reporting On Stock Compensation Earned In 2014

Webinars

PlanMan February 12, 2015
(Updated: February 12, 2015)

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will likely join mystockoption as premier member

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Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits

Webinars

PlanMan January 12, 2015
(Updated: January 12, 2015)

5.0
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Data Breaches And Cyber-Liability For Advisors

Webinars

PlanMan January 08, 2015
(Updated: January 08, 2015)

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very informative and thought provokig

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Fritz Meyer's 4Q2014 Analysis Webinar -- Two CE Credits

Webinars

PlanMan October 13, 2014
(Updated: October 13, 2014)

5.0
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Fritz is by far one of your best presenters. I always learn a lot from his webinars.

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Strategic Tax Planning For Large IRAs

Webinars

PlanMan August 14, 2014
(Updated: August 14, 2014)

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-

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What Every Advisor Needs To Know About Self-Directed IRAs

Webinars

PlanMan July 17, 2014
(Updated: July 17, 2014)

4.0
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-

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75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*

Webinars

PlanMan July 10, 2014
(Updated: July 10, 2014)

5.0
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75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*

Webinars

PlanMan June 26, 2014
(Updated: June 26, 2014)

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-

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75 Ways To Generate Tax-Alpha (Part 1) (Two CE credits)*

Webinars

PlanMan May 28, 2014
(Updated: May 28, 2014)

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Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements

Webinars

PlanMan April 10, 2014
(Updated: April 10, 2014)

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-

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Fritz Meyer Economic And Investment Update, April 2014

Webinars

PlanMan April 07, 2014
(Updated: April 07, 2014)

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An Advisor's Guide To Restricted Stock And Trends In Equity Compensation

Webinars

PlanMan March 06, 2014
(Updated: March 06, 2014)

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The Psychology Of Risk: The Behavioral Finance Perspective

Webinars

PlanMan February 27, 2014
(Updated: February 27, 2014)

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An Advisor's Guide To The Proper Use Of Life Insurance

Webinars

PlanMan February 20, 2014
(Updated: February 20, 2014)

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Measuring Diversification & Non-Market Beta: A Quantitative Approach To Driving Sustainable Returns

Webinars

PlanMan January 23, 2014
(Updated: January 23, 2014)

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good information

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