Reviews written by Reggie Allen

The Big Impact Of Seemingly Small Decisions In Retirement Income Planning

Webinars

Reggie Allen November 07, 2013
(Updated: November 07, 2013)

4.0
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Attributes Of Major Asset Classes And Associated Behavioral Finance Issues

Webinars

Reggie Allen July 18, 2013
(Updated: July 18, 2013)

3.0
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A bit short on content

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Qualified Plan Design Optimization & Benchmarking

Webinars

Reggie Allen June 27, 2013
(Updated: June 27, 2013)

4.0
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The Chinese Boom And Bust Economic Cycle: What Private Wealth Advisors Need to Know

Webinars

Reggie Allen June 20, 2013
(Updated: June 20, 2013)

3.0
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It was nice to see the inside of the economics of China

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Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update

Webinars

Reggie Allen July 05, 2012
(Updated: July 05, 2012)

5.0
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Taxation Of Securities Transactions

Webinars

Reggie Allen May 10, 2012
(Updated: May 10, 2012)

3.0
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Lots of great information but presented way to fast.

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Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012

Webinars

Reggie Allen May 07, 2012
(Updated: May 07, 2012)

5.0
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How Do Financial Advisors Compete In A World In Which Megatrends Can Make Your Head Explode?

Webinars

Reggie Allen May 03, 2012
(Updated: May 03, 2012)

5.0
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Dennis is great. You need to have him on as a regular like Fritz.

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Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012

Webinars

Reggie Allen March 12, 2012
(Updated: March 12, 2012)

5.0
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Awareness, Stickiness And Leads: How RIAs Can Use Social Media Compliantly

Webinars

Reggie Allen February 23, 2012
(Updated: February 23, 2012)

4.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For February 2012

Webinars

Reggie Allen February 13, 2012
(Updated: February 13, 2012)

5.0
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Great presentation as always.

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Assessing Major Risks To Retirement Plans

Webinars

Reggie Allen February 09, 2012
(Updated: February 09, 2012)

3.0
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Income & Estate Tax Strategies For The Year

Webinars

Reggie Allen February 02, 2012
(Updated: February 02, 2012)

4.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011

Webinars

Reggie Allen December 12, 2011
(Updated: December 12, 2011)

4.0
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Good, but needs to be held to the 1 hour.

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Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2011

Webinars

Reggie Allen November 07, 2011
(Updated: November 07, 2011)

5.0
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It was great. The fact that it ran way over 1 hour was a negative.

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Year-End Tax Planning For Financial Advisors

Webinars

Reggie Allen October 27, 2011
(Updated: October 27, 2011)

5.0
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The webinar was very good

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MoneyGuidePro

Financial Planning

Reggie Allen September 24, 2010

Overall rating

3.5

Company

4.0

Interface

3.0

Integration

3.0

Pricing

3.0

Monte Carlo Simulation

5.0

Taxes

3.0

Asset Allocation

4.0

LTC-College Planning

3.0

Estate Planning

3.0

Very good product. Overall very soloid

Solid product

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Preparing For The Worst: Managing Your Clients In A Bear Market

Webinars

Reggie Allen July 16, 2009
(Updated: July 16, 2009)

5.0
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Preparing For The Worst: Managing Your Clients In A Bear Market

Webinars

Reggie Allen July 16, 2009
(Updated: July 16, 2009)

5.0
Average Attendee Rating
Poor	Average	Excellent

Dennis is great. You need to have him on as a regular like Fritz.

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Preparing For The Worst: Managing Your Clients In A Bear Market

Webinars

Reggie Allen July 16, 2009
(Updated: July 16, 2009)

4.0
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