Reviews written by djordan

LEARN, COMMIT, SUSTAIN: Client Education And Retention

Webinars

djordan August 20, 2015
(Updated: August 20, 2015)

5.0
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Best Practices For Financial Planners In Minimizing Estate Tax

Webinars

djordan July 30, 2015
(Updated: July 30, 2015)

5.0
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I understand the polling questions are necessary . .but even though they are only up for a short time, we miss one or more slides in a rapid fire...

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Positioning And Delivering Retirement Income With Clients

Webinars

djordan July 23, 2015
(Updated: July 23, 2015)

4.0
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Mid-Year Compliance Self-Test For RIAs

Webinars

djordan July 16, 2015
(Updated: July 16, 2015)

5.0
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Content and presentation were great . .but the technical difficulties with his PP were very distracting. . . and when the screen was in multi-mode it made the slides difficult...

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The Fed, Greece and Interest Rates: What's Next?

Webinars

djordan July 09, 2015
(Updated: July 09, 2015)

3.0
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What Financial Advisors Must Know About Retirement Income Tax Planning

Webinars

djordan June 25, 2015
(Updated: June 25, 2015)

5.0
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COULD HAVE USED MORE TIME . . .A LITTLE RUSHED

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Retirement Portfolio Adequacy

Webinars

djordan May 14, 2015
(Updated: May 14, 2015)

5.0
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Everything A Financial Advisor Needs To Know About College Funding And Taxes

Webinars

djordan April 23, 2015
(Updated: April 23, 2015)

5.0
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good . .could have used more time . .

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Fritz Meyer's 2Q2015 Analysis Webinar -- Two CE Credits

Webinars

djordan April 13, 2015
(Updated: April 13, 2015)

5.0
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Fritz Meyer Economic And Investment Update, March 2015

Webinars

djordan March 09, 2015
(Updated: March 09, 2015)

3.0
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A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)

Webinars

djordan January 22, 2015
(Updated: January 22, 2015)

5.0
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good, as always

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Data Breaches And Cyber-Liability For Advisors

Webinars

djordan January 08, 2015
(Updated: January 08, 2015)

5.0
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Optimizing Social Security Claims In Retirement Income Planning

Webinars

djordan October 16, 2014
(Updated: October 16, 2014)

2.0
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hard to understand

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Fritz Meyer's 4Q2014 Analysis Webinar -- Two CE Credits

Webinars

djordan October 13, 2014
(Updated: October 13, 2014)

5.0
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-

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Year-End Tax Planning Strategies For 2014

Webinars

djordan September 11, 2014
(Updated: September 11, 2014)

5.0
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-

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75 Ways To Generate Tax-Alpha (Part 1) (Two CE credits)*

Webinars

djordan May 28, 2014
(Updated: May 28, 2014)

5.0
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-

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Bracket Management And Tax-Aware Investing

Webinars

djordan April 24, 2014
(Updated: April 24, 2014)

5.0
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Bob was great, as always.

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Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements

Webinars

djordan April 10, 2014
(Updated: April 10, 2014)

4.0
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-

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Fritz Meyer Economic And Investment Update, March 2014

Webinars

djordan March 10, 2014
(Updated: March 10, 2014)

4.0
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-

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The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach

Webinars

djordan February 06, 2014
(Updated: February 06, 2014)

4.0
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-

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Measuring Diversification & Non-Market Beta: A Quantitative Approach To Driving Sustainable Returns

Webinars

djordan January 23, 2014
(Updated: January 23, 2014)

5.0
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-

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The New Ideas Changing Retirement Income Planning

Webinars

djordan January 16, 2014
(Updated: January 16, 2014)

4.0
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-

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Fritz Meyer Economic And Investment Update, January 2014

Webinars

djordan January 13, 2014
(Updated: January 13, 2014)

4.0
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TOO LONG!

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Fritz Meyer Economic And Investment Update, December 2013

Webinars

djordan December 09, 2013
(Updated: December 09, 2013)

5.0
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-

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