Reviews written by Shelstar1

104 results - showing 76 - 100  
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Defining A Fiduciary-Level Of Diversification
Webinars
Shelstar1Shelstar1   May 25, 2016
(Updated: May 25, 2016)
4.0
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Preparing 1040s: What Financial Advisors Must Know (2 CE credits)
Webinars
Shelstar1Shelstar1   January 28, 2016
(Updated: January 28, 2016)
3.0
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It would also be helpful to cover less topics in more depth

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Getting 2016 Off To A Compliant Start
Webinars
Shelstar1Shelstar1   January 20, 2016
(Updated: January 20, 2016)
4.0
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Getting 2016 Off To A Compliant Start
Webinars
Shelstar1Shelstar1   January 20, 2016
(Updated: January 20, 2016)
4.0
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Fritz Meyer Economic And Investment Update, December 2015
Webinars
Shelstar1Shelstar1   December 07, 2015
(Updated: December 07, 2015)
5.0
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Fritz Meyer Economic And Investment Update, March 2015
Webinars
Shelstar1Shelstar1   March 09, 2015
(Updated: March 09, 2015)
5.0
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Always excellent

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A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)
Webinars
Shelstar1Shelstar1   January 22, 2015
(Updated: January 22, 2015)
5.0
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The Investment Accident Waiting To Happen
Webinars
Shelstar1Shelstar1   January 15, 2015
(Updated: January 15, 2015)
4.0
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Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits
Webinars
Shelstar1Shelstar1   January 12, 2015
(Updated: January 12, 2015)
5.0
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Data Breaches And Cyber-Liability For Advisors
Webinars
Shelstar1Shelstar1   January 08, 2015
(Updated: January 08, 2015)
4.0
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Preety Good

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Fritz Meyer Economic And Investment Update, August 2014
Webinars
Shelstar1Shelstar1   August 11, 2014
(Updated: August 11, 2014)
4.0
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-

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Fritz Meyer Economic And Investment Update, May 2014
Webinars
Shelstar1Shelstar1   May 12, 2014
(Updated: May 12, 2014)
4.0
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-

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Fritz Meyer Economic And Investment Update, March 2014
Webinars
Shelstar1Shelstar1   March 10, 2014
(Updated: March 10, 2014)
5.0
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-

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An Advisor's Guide To The Proper Use Of Life Insurance
Webinars
Shelstar1Shelstar1   February 20, 2014
(Updated: February 20, 2014)
3.0
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I am also an EA. Do you report the credits? Thanks.

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Fritz Meyer Economic And Investment Update, January 2014
Webinars
Shelstar1Shelstar1   January 13, 2014
(Updated: January 13, 2014)
5.0
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-

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2014 Compliance: Are You Ready For An Exam?
Webinars
Shelstar1Shelstar1   January 09, 2014
(Updated: January 09, 2014)
4.0
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-

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Fritz Meyer Economic And Investment Update, December 2013
Webinars
Shelstar1Shelstar1   December 09, 2013
(Updated: December 09, 2013)
5.0
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Always great. Thank you.

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Taxation Of REITs, MLPs, Oil & Gas, And Real Estate
Webinars
Shelstar1Shelstar1   October 24, 2013
(Updated: October 24, 2013)
4.0
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-

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Fritz Meyer Economic And Investment Update, September 2013
Webinars
Shelstar1Shelstar1   September 09, 2013
(Updated: September 09, 2013)
5.0
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Fritz...always great. Thank you.

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Year-End Tax Planning Strategies
Webinars
Shelstar1Shelstar1   August 15, 2013
(Updated: August 15, 2013)
3.0
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Lots of time spent on advising what to do, but not much on how. The presentation seemed to general, and not specific enough

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Attributes Of Major Asset Classes And Associated Behavioral Finance Issues
Webinars
Shelstar1Shelstar1   July 18, 2013
(Updated: July 18, 2013)
5.0
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Very Good

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Fritz Meyer Economic & Investment Update, June 2013
Webinars
Shelstar1Shelstar1   June 10, 2013
(Updated: June 10, 2013)
4.0
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Poor Average Excellent

-

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The Rising Tide Of Expectations For Financial Advisors
Webinars
Shelstar1Shelstar1   April 11, 2013
(Updated: April 11, 2013)
4.0
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-

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Fritz Meyer's Monthly Economic Update And Investment Outlook For April 2013
Webinars
Shelstar1Shelstar1   April 08, 2013
(Updated: April 08, 2013)
5.0
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Always excellent.

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104 results - showing 76 - 100  
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