Reviews written by marcs713

132 results - showing 76 - 100  
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Fritz Meyer Economic Update, November 2017
Webinars
marcs713marcs713   November 13, 2017
(Updated: November 13, 2017)
5.0
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great!

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Fritz Meyer Quarterly Economic Update, October 2017 (Two Credits)
Webinars
marcs713marcs713   October 09, 2017
(Updated: October 09, 2017)
5.0
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fantastic!

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When Is It Best To Invest? A Review Over 37 Years
Webinars
marcs713marcs713   September 26, 2017
(Updated: September 26, 2017)
1.0
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Horrible. What a total waste of time. If one invests on the 15th instead of the 1st, you would probably get a different outcome. Who is going...

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Fritz Meyer Economic Update, September 2017
Webinars
marcs713marcs713   September 11, 2017
(Updated: September 11, 2017)
5.0
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good

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What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
Webinars
marcs713marcs713   July 19, 2017
(Updated: July 19, 2017)
5.0
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great

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Minimizing Estate Taxes Of UHNWIs
Webinars
marcs713marcs713   July 18, 2017
(Updated: July 18, 2017)
5.0
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Good job!

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Inflation, Returns, And Portfolio Management
Webinars
marcs713marcs713   May 24, 2017
(Updated: May 24, 2017)
5.0
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good

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Fritz Meyer Economic Update, May 2017
Webinars
marcs713marcs713   May 08, 2017
(Updated: May 08, 2017)
5.0
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fantastic

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IRAs And Roth IRAs After A Client Dies
Webinars
marcs713marcs713   March 23, 2017
(Updated: March 23, 2017)
5.0
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great

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2017 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
marcs713marcs713   February 23, 2017
(Updated: February 23, 2017)
5.0
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good

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Portfolio Survival With A Fixed Or CPI-Indexed COLA, Or RMD-Based Withdrawals
Webinars
marcs713marcs713   February 22, 2017
(Updated: February 22, 2017)
5.0
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good

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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
Webinars
marcs713marcs713   January 09, 2017
(Updated: January 09, 2017)
5.0
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good!

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Fritz Meyer's 3Q 2016 Economic Roundup – Two Credits
Webinars
marcs713marcs713   October 13, 2016
(Updated: October 13, 2016)
5.0
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great

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2016 Year-End Tax Planning For Investment Advisors
Webinars
marcs713marcs713   August 25, 2016
(Updated: August 25, 2016)
5.0
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great

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Year-End Tax Planning For Investment Advisers
Webinars
marcs713marcs713   August 27, 2015
(Updated: August 27, 2015)
4.0
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good

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Fritz Meyer's Monthly Economic Update And Investment Outlook For February 2013
Webinars
marcs713marcs713   February 11, 2013
(Updated: February 11, 2013)
5.0
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-

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Enter Into Social Media Marketing With Confidence
Webinars
marcs713marcs713   September 20, 2012
(Updated: September 20, 2012)
4.0
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good content

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Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012
Webinars
marcs713marcs713   September 10, 2012
(Updated: September 10, 2012)
4.0
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good information

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The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios
Webinars
marcs713marcs713   May 17, 2012
(Updated: May 17, 2012)
4.0
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-

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Practice Management Ideas For RIAs
Webinars
marcs713marcs713   May 16, 2012
(Updated: May 16, 2012)
4.0
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-

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Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012
Webinars
marcs713marcs713   May 07, 2012
(Updated: May 07, 2012)
5.0
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-

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Practical Tips For RIAs To Move To The Cloud Compliantly
Webinars
marcs713marcs713   April 19, 2012
(Updated: April 19, 2012)
4.0
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na

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Cloud Computing For RIAs: Compliance Tips And Practical Considerations When Moving Client Records
Webinars
marcs713marcs713   March 29, 2012
(Updated: March 29, 2012)
4.0
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na

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Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012
Webinars
marcs713marcs713   January 09, 2012
(Updated: January 09, 2012)
4.0
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-

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Increasing Credibility With Clients
Webinars
marcs713marcs713   December 01, 2011
(Updated: December 01, 2011)
4.0
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good overall

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132 results - showing 76 - 100  
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