Reviews written by donaldw317

181 results - showing 76 - 100  
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Inflation, Returns, And Portfolio Management
Webinars
donaldw317donaldw317   May 24, 2017
(Updated: May 24, 2017)
5.0
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Fritz Meyer Economic Update, May 2017
Webinars
donaldw317donaldw317   May 08, 2017
(Updated: May 08, 2017)
5.0
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Fritz Meyer Economic And Investment Update, June 2016
Webinars
donaldw317donaldw317   June 13, 2016
(Updated: June 13, 2016)
5.0
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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
donaldw317donaldw317   May 24, 2016
(Updated: May 24, 2016)
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A Simple New Approach To Retirement Income Planning
Webinars
donaldw317donaldw317   May 12, 2016
(Updated: May 12, 2016)
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Fritz Meyer Economic And Investment Update, May 2016
Webinars
donaldw317donaldw317   May 09, 2016
(Updated: May 09, 2016)
5.0
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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)
Webinars
donaldw317donaldw317   April 11, 2016
(Updated: April 11, 2016)
5.0
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IRAs And Roth IRAs After A Client Dies
Webinars
donaldw317donaldw317   March 30, 2016
(Updated: March 30, 2016)
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Fritz Meyer Economic And Investment Update, March 2016
Webinars
donaldw317donaldw317   March 07, 2016
(Updated: March 07, 2016)
5.0
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Fritz Meyer Economic And Investment Update, February 2016
Webinars
donaldw317donaldw317   February 08, 2016
(Updated: February 08, 2016)
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A Fiduciary's Guide To Serving Active And Retired U.S. Military
Webinars
donaldw317donaldw317   January 14, 2016
(Updated: January 14, 2016)
5.0
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Great info on an area that is unknown to most IA's

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Fritz Meyer's 4Q2015 Roundup (2 CPE credits)
Webinars
donaldw317donaldw317   January 11, 2016
(Updated: January 11, 2016)
5.0
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Tax-Aware Investing: Best Practices For IA Reps
Webinars
donaldw317donaldw317   October 28, 2015
(Updated: October 28, 2015)
5.0
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Retirement Portfolio Design
Webinars
donaldw317donaldw317   October 22, 2015
(Updated: October 22, 2015)
5.0
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Great info!

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Betterment Institutional Webinar
Webinars
donaldw317donaldw317   October 15, 2015
(Updated: October 15, 2015)
5.0
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Business-Owner Tax Rules Investment Advisors Must Know About For 2016
Webinars
donaldw317donaldw317   October 01, 2015
(Updated: October 01, 2015)
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Fritz Meyer Economic And Investment Update, September 2015
Webinars
donaldw317donaldw317   September 07, 2015
(Updated: September 07, 2015)
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Fritz Meyer Economic And Investment Update, August 2015
Webinars
donaldw317donaldw317   August 10, 2015
(Updated: August 10, 2015)
5.0
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Excellent!

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Fritz Meyer's 3Q2015 Analysis Webinar -- Two CE Credits
Webinars
donaldw317donaldw317   July 13, 2015
(Updated: July 13, 2015)
5.0
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Great info, as usual

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Fritz Meyer Economic And Investment Update, June 2015
Webinars
donaldw317donaldw317   June 08, 2015
(Updated: June 08, 2015)
5.0
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Everything A Financial Advisor Needs To Know About College Funding And Taxes
Webinars
donaldw317donaldw317   April 23, 2015
(Updated: April 23, 2015)
5.0
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Fritz Meyer Economic And Investment Update, March 2015
Webinars
donaldw317donaldw317   March 09, 2015
(Updated: March 09, 2015)
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Fritz Meyer Economic And Investment Update, February 2015
Webinars
donaldw317donaldw317   February 09, 2015
(Updated: February 09, 2015)
5.0
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Data Breaches And Cyber-Liability For Advisors
Webinars
donaldw317donaldw317   January 08, 2015
(Updated: January 08, 2015)
5.0
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Volatile Times: Should You Adjust Your Allocation?
Webinars
donaldw317donaldw317   November 13, 2014
(Updated: November 13, 2014)
5.0
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181 results - showing 76 - 100  
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