Reviews written by roberts979

219 results - showing 51 - 75  
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2019 Year-End Tax Planning Guidance For Investment Advisers
Webinars
roberts979roberts979   October 16, 2019
5.0
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30 Common Types Of Trusts: Part 2
Webinars
roberts979roberts979   September 23, 2019
5.0
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less topics, more time and examples for each topic mentioned would be better

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Fritz Meyer Economic Update, September 2019
Webinars
roberts979roberts979   September 09, 2019
5.0
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30 Common Types Of Trusts: Part 1
Webinars
roberts979roberts979   August 19, 2019
5.0
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Fritz Meyer Economic Update, August 2019
Webinars
roberts979roberts979   August 12, 2019
5.0
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Form 1041: Income Taxation Of Trusts & Estates
Webinars
roberts979roberts979   July 24, 2019
4.0
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instead of covering so many topics, cover fewer but in more depth

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Managed Payout Income Replacement Funds vs Annuities
Webinars
roberts979roberts979   July 10, 2019
5.0
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2019 Planning For The SALT Limitation & Charitable Contributions
Webinars
roberts979roberts979   June 26, 2019
4.0
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more concrete examples would be helpful

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Fritz Meyer Economic Update, June 2019
Webinars
roberts979roberts979   June 10, 2019
5.0
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Life Settlements For Fiduciaries
Webinars
roberts979roberts979   April 30, 2019
3.0
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Trust & Estate Planning For IAs And Financial Planners
Webinars
roberts979roberts979   April 10, 2019
5.0
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Fritz Meyer Quarterly Economic Update, April 2019 (Two Credits)
Webinars
roberts979roberts979   April 08, 2019
5.0
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Foreign, Commodities, Fritz Meyer And MPT
Webinars
roberts979roberts979   March 27, 2019
5.0
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College Funding CE For Financial Planners And IAs
Webinars
roberts979roberts979   March 20, 2019
5.0
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Fritz Meyer Economic Update, March 2019
Webinars
roberts979roberts979   March 11, 2019
5.0
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Retirement Income Math For Professionals
Webinars
roberts979roberts979   February 27, 2019
5.0
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Fritz Meyer Economic Update, February 2019
Webinars
roberts979roberts979   February 11, 2019
5.0
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Thanks for your honest assessment!

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Fritz Meyer Quarterly Economic Update, January 2019 (Two Credits)
Webinars
roberts979roberts979   January 14, 2019
5.0
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Fritz Meyer Breaking News CE Webinar: Bear Market 2018
Webinars
roberts979roberts979   December 25, 2018
5.0
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Advanced Planning With Roth IRAs
Webinars
roberts979roberts979   December 12, 2018
4.0
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Fritz Meyer Economic Update, December 2018
Webinars
roberts979roberts979   December 10, 2018
5.0
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Fritz Meyer On The S&P 500 Correction
Webinars
roberts979roberts979   October 29, 2018
5.0
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very valuable

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Fritz Meyer Quarterly Economic Update, October 2018 (Two Credits)
Webinars
roberts979roberts979   October 08, 2018
5.0
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Crucial Conversations: A New Retiree's Bear Market Risk
Webinars
roberts979roberts979   September 26, 2018
5.0
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2018 Year-End Tax Guidance For Investment Advisers
Webinars
roberts979roberts979   September 19, 2018
4.0
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he covers too many topics very briefly - i prefer fewer topics covered more in-depth

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219 results - showing 51 - 75  
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