Reviews written by wf1irb

From Efficient To Effective: Building A Multi-Asset Portfolio

Webinars

wf1irb May 09, 2013
(Updated: May 09, 2013)

5.0
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Craig's presentation was excellent. I not only enjoyed the research but also loved how he phrased things to convey his points about various concepts (e.g. "a backpack with...

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What's The Difference Between A CFA®, CIMA®, CPWA®, CFP®, And CPA/PFS?

Webinars

wf1irb April 25, 2013
(Updated: April 25, 2013)

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The 3.8% Surtax On Net Investment Income

Webinars

wf1irb April 04, 2013
(Updated: April 04, 2013)

5.0
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I appreciate the applied thinking approach that the webinar took -- extremely valuable.

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How A Fee-Only RIA Can Advise Clients On Existing Annuities

Webinars

wf1irb March 21, 2013
(Updated: March 21, 2013)

5.0
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Outstanding. This is a difficult area to navigate and it is good to know that expert resources are available to assist.

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Keebler’s Analysis Of 2013 Tax Planning Opportunities

Webinars

wf1irb February 28, 2013
(Updated: February 28, 2013)

5.0
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