Reviews written by foothillplanner

129 results - showing 76 - 100  
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Tax-Aware Investing: Best Practices For IA Reps
Webinars
foothillplannerfoothillplanner   October 28, 2015
(Updated: October 28, 2015)
4.0
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Would love to have a webinar presented by Bob Keebler that goes into more depth on the asset class investment tax advantages. This overview was great but how about some...

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Retirement Portfolio Design
Webinars
foothillplannerfoothillplanner   October 22, 2015
(Updated: October 22, 2015)
5.0
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Love Craig !!

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Business-Owner Tax Rules Investment Advisors Must Know About For 2016
Webinars
foothillplannerfoothillplanner   October 01, 2015
(Updated: October 01, 2015)
4.0
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Fritz Meyer's 3Q2015 Analysis Webinar -- Two CE Credits
Webinars
foothillplannerfoothillplanner   July 13, 2015
(Updated: July 13, 2015)
5.0
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Fritz Meyer Economic And Investment Update, May 2015
Webinars
foothillplannerfoothillplanner   May 11, 2015
(Updated: May 11, 2015)
5.0
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Fritz Meyer Economic And Investment Update, March 2015
Webinars
foothillplannerfoothillplanner   March 09, 2015
(Updated: March 09, 2015)
5.0
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The Investment Accident Waiting To Happen
Webinars
foothillplannerfoothillplanner   January 15, 2015
(Updated: January 15, 2015)
5.0
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GREAT!

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Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits
Webinars
foothillplannerfoothillplanner   January 12, 2015
(Updated: January 12, 2015)
5.0
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Fritz Meyer Economic And Investment Update, December 2014
Webinars
foothillplannerfoothillplanner   December 08, 2014
(Updated: December 08, 2014)
5.0
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Great coverage of the global oil supply/demand dynamics. Thanks!

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Volatile Times: Should You Adjust Your Allocation?
Webinars
foothillplannerfoothillplanner   November 13, 2014
(Updated: November 13, 2014)
5.0
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Fritz Meyer Economic And Investment Update, November 2014
Webinars
foothillplannerfoothillplanner   November 10, 2014
(Updated: November 10, 2014)
5.0
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Fritz Meyer, Live From IMPACT In Denver, Reviews Bernanke's Speech And Investment Sessions
Webinars
foothillplannerfoothillplanner   November 06, 2014
(Updated: November 06, 2014)
5.0
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Optimizing Social Security Claims In Retirement Income Planning
Webinars
foothillplannerfoothillplanner   October 16, 2014
(Updated: October 16, 2014)
4.0
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Fritz Meyer's 4Q2014 Analysis Webinar -- Two CE Credits
Webinars
foothillplannerfoothillplanner   October 13, 2014
(Updated: October 13, 2014)
5.0
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Fritz Meyer Economic And Investment Update, August 2014
Webinars
foothillplannerfoothillplanner   August 11, 2014
(Updated: August 11, 2014)
5.0
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Fritz Meyer's Third Quarter Roundup On Economics And Investments -- Two CE Credits
Webinars
foothillplannerfoothillplanner   July 07, 2014
(Updated: July 07, 2014)
5.0
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Manager Selection And An Update On CFA Institute Initiatives For Advisors
Webinars
foothillplannerfoothillplanner   March 20, 2014
(Updated: March 20, 2014)
5.0
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With A Correction Upon Us, Fritz Meyer Economic And Investment Update; February 2014
Webinars
foothillplannerfoothillplanner   February 10, 2014
(Updated: February 10, 2014)
5.0
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The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach
Webinars
foothillplannerfoothillplanner   February 06, 2014
(Updated: February 06, 2014)
5.0
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3.8% Surtax On Net Investment Income: The Final Regs
Webinars
foothillplannerfoothillplanner   December 19, 2013
(Updated: December 19, 2013)
5.0
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2014 Estate Planning Update For Financial Planners
Webinars
foothillplannerfoothillplanner   December 12, 2013
(Updated: December 12, 2013)
5.0
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Fritz Meyer Economic And Investment Update, December 2013
Webinars
foothillplannerfoothillplanner   December 09, 2013
(Updated: December 09, 2013)
5.0
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Tax-Sensitive Retirement-Income Withdrawal Strategies
Webinars
foothillplannerfoothillplanner   November 25, 2013
(Updated: November 25, 2013)
4.0
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Fritz Meyer Economic And Investment Update, October 2013
Webinars
foothillplannerfoothillplanner   October 07, 2013
(Updated: October 07, 2013)
5.0
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Same Economics, Different Taxes: Opportunities For Generating After-Tax Alpha
Webinars
foothillplannerfoothillplanner   September 19, 2013
(Updated: September 19, 2013)
5.0
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129 results - showing 76 - 100  
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