Reviews written by Rambler

98 results - showing 51 - 75  
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IRAs, Roth IRAs And Investment Advisors
Webinars
RamblerRambler   June 01, 2015
(Updated: June 01, 2015)
5.0
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Everything A Financial Advisor Needs To Know About College Funding And Taxes
Webinars
RamblerRambler   April 23, 2015
(Updated: April 23, 2015)
4.0
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2015 Tax Traps, Tips, And Tricks For Investment Advisers
Webinars
RamblerRambler   February 26, 2015
(Updated: February 26, 2015)
5.0
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Tax Reporting On Stock Compensation Earned In 2014
Webinars
RamblerRambler   February 12, 2015
(Updated: February 12, 2015)
4.0
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Managing Clients Tax Effectively In 2015, And Year-End Reminders For 2014
Webinars
RamblerRambler   November 20, 2014
(Updated: November 20, 2014)
5.0
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Fritz Meyer's 4Q2014 Analysis Webinar -- Two CE Credits
Webinars
RamblerRambler   October 13, 2014
(Updated: October 13, 2014)
5.0
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excellent info!

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Year-End Tax Planning Strategies For 2014
Webinars
RamblerRambler   September 11, 2014
(Updated: September 11, 2014)
5.0
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How Advisors Can Encourage Good Behavior In Retirement Investors
Webinars
RamblerRambler   August 21, 2014
(Updated: August 21, 2014)
4.0
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Strategic Tax Planning For Large IRAs
Webinars
RamblerRambler   August 14, 2014
(Updated: August 14, 2014)
4.0
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Fritz Meyer's Third Quarter Roundup On Economics And Investments -- Two CE Credits
Webinars
RamblerRambler   July 07, 2014
(Updated: July 07, 2014)
5.0
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75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*
Webinars
RamblerRambler   June 26, 2014
(Updated: June 26, 2014)
5.0
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Great - but longer sessions are a challenge to the brain (and bladder) without a break.

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Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements
Webinars
RamblerRambler   April 10, 2014
(Updated: April 10, 2014)
5.0
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Fritz Meyer Economic And Investment Update, April 2014
Webinars
RamblerRambler   April 07, 2014
(Updated: April 07, 2014)
5.0
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good

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Inflation And Asset Performance
Webinars
RamblerRambler   April 03, 2014
(Updated: April 03, 2014)
4.0
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An Advisor's Guide To Restricted Stock And Trends In Equity Compensation
Webinars
RamblerRambler   March 06, 2014
(Updated: March 06, 2014)
4.0
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Good information. I really appreciate the A4A webinars.

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The Psychology Of Risk: The Behavioral Finance Perspective
Webinars
RamblerRambler   February 27, 2014
(Updated: February 27, 2014)
4.0
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An Advisor's Guide To The Proper Use Of Life Insurance
Webinars
RamblerRambler   February 20, 2014
(Updated: February 20, 2014)
4.0
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Measuring Diversification & Non-Market Beta: A Quantitative Approach To Driving Sustainable Returns
Webinars
RamblerRambler   January 23, 2014
(Updated: January 23, 2014)
5.0
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did a good job of presenting correlation and gave me a new idea for a tool (quantext)

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A Financial Planner's Guide To Energy Investing
Webinars
RamblerRambler   December 05, 2013
(Updated: December 05, 2013)
5.0
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I enjoyed this and BJ did a great job without overwhelming with detail. Good pace of presentation - not too much material and the speed of presentation was good....

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The Problem Of Chasing Performance
Webinars
RamblerRambler   November 21, 2013
(Updated: November 21, 2013)
4.0
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A Financial Advisor's Guide To College Admissions
Webinars
RamblerRambler   November 14, 2013
(Updated: November 14, 2013)
4.0
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The Big Impact Of Seemingly Small Decisions In Retirement Income Planning
Webinars
RamblerRambler   November 07, 2013
(Updated: November 07, 2013)
4.0
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Taxation Of REITs, MLPs, Oil & Gas, And Real Estate
Webinars
RamblerRambler   October 24, 2013
(Updated: October 24, 2013)
4.0
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What's Your RIA Worth?
Webinars
RamblerRambler   October 10, 2013
(Updated: October 10, 2013)
4.0
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A Financial Advisor’s Guide To Maximizing IRAs
Webinars
RamblerRambler   September 26, 2013
(Updated: September 26, 2013)
5.0
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98 results - showing 51 - 75  
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