Reviews written by davids614

Fritz Meyer Economic Update, March 2017

Webinars

davids614 March 13, 2017
(Updated: March 13, 2017)

3.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

2017 Tax Planning Opportunities And Traps For Investment Advisors

Webinars

davids614 February 23, 2017
(Updated: February 23, 2017)

3.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Portfolio Survival With A Fixed Or CPI-Indexed COLA, Or RMD-Based Withdrawals

Webinars

davids614 February 22, 2017
(Updated: February 22, 2017)

3.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Low-Expense Portfolio Design For RIAs

Webinars

davids614 January 25, 2017
(Updated: January 25, 2017)

3.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Outlook For Financial Advisors Using Microsoft Office 365

Webinars

davids614 August 16, 2016
(Updated: August 16, 2016)

3.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

2016 Estate And Gift Tax Class For Financial Advisors

Webinars

davids614 July 21, 2016
(Updated: July 21, 2016)

3.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Security Features Of Microsoft Office 365/Microsoft Cloud

Webinars

davids614 June 14, 2016
(Updated: June 14, 2016)

3.0
Average Attendee Rating
Poor	Average	Excellent

The audio went out numerous times during the presentation typically for about 5 seconds before returning. I've noticed this issue occurring frequently on all of the A4A webinars. ...

Read Review Comments (0)

Fritz Meyer Economic And Investment Update, June 2016

Webinars

davids614 June 13, 2016
(Updated: June 13, 2016)

3.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Working With Web Apps And Documents Online In Microsoft Office 365

Webinars

davids614 May 17, 2016
(Updated: May 17, 2016)

3.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

A Simple New Approach To Retirement Income Planning

Webinars

davids614 May 12, 2016
(Updated: May 12, 2016)

2.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Fritz Meyer Economic And Investment Update, May 2016

Webinars

davids614 May 09, 2016
(Updated: May 09, 2016)

4.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Using OneDrive For Business And SharePoint In An Advisory Practice

Webinars

davids614 March 15, 2016
(Updated: March 15, 2016)

3.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Administering Office 365 In An RIA

Webinars

davids614 February 16, 2016
(Updated: February 16, 2016)

3.0
Average Attendee Rating
Poor	Average	Excellent

There were a lot of audio connection problems during the session which made it hard to follow the webinar at times.

Read Review Comments (0)

IA Reps: Stop Letting Technology Drive You Insane

Webinars

davids614 December 15, 2015
(Updated: December 15, 2015)

4.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

LEARN, COMMIT, SUSTAIN: Client Education And Retention

Webinars

davids614 August 20, 2015
(Updated: August 20, 2015)

3.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Fritz Meyer's 3Q2015 Analysis Webinar -- Two CE Credits

Webinars

davids614 July 13, 2015
(Updated: July 13, 2015)

4.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Retirement Portfolio Adequacy

Webinars

davids614 May 14, 2015
(Updated: May 14, 2015)

3.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Everything A Financial Advisor Needs To Know About College Funding And Taxes

Webinars

davids614 April 23, 2015
(Updated: April 23, 2015)

3.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

What Will Drive Yields In 2015?

Webinars

davids614 March 05, 2015
(Updated: March 05, 2015)

3.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

2015 Tax Traps, Tips, And Tricks For Investment Advisers

Webinars

davids614 February 26, 2015
(Updated: February 26, 2015)

3.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

How To Run An RIA Utilizing Tax-Efficient Investment Techniques

Webinars

davids614 February 19, 2015
(Updated: February 19, 2015)

3.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Fritz Meyer Economic And Investment Update, February 2015

Webinars

davids614 February 09, 2015
(Updated: February 09, 2015)

3.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)

Webinars

davids614 January 22, 2015
(Updated: January 22, 2015)

2.0
Average Attendee Rating
Poor	Average	Excellent

Too little time to cover so much information. I would rather Bob take a part of the tax return and focus on tax savings strategies so he can go...

Read Review Comments (0)

The Investment Accident Waiting To Happen

Webinars

davids614 January 15, 2015
(Updated: January 15, 2015)

3.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)