Reviews written by kevinb610

Fritz Meyer Economic Update, March 2018

Webinars

kevinb610 March 12, 2018

5.0
Average Attendee Rating
Poor	Average	Excellent

VG

Read Review Comments (0)

Performance Of Diversified Portfolios, 1970-2017

Webinars

kevinb610 January 24, 2018
(Updated: January 24, 2018)

5.0
Average Attendee Rating
Poor	Average	Excellent

VG

Read Review Comments (0)

Fritz Meyer Quarterly Economic Update, January 2018 (Two Credits)

Webinars

kevinb610 January 08, 2018
(Updated: January 08, 2018)

5.0
Average Attendee Rating
Poor	Average	Excellent

VG

Read Review Comments (0)

Make Investment Review Meetings More Productive

Webinars

kevinb610 December 13, 2017
(Updated: December 13, 2017)

5.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Fritz Meyer Economic Update, December 2017

Webinars

kevinb610 December 11, 2017
(Updated: December 11, 2017)

5.0
Average Attendee Rating
Poor	Average	Excellent

great

Read Review Comments (0)

New Tax Law Requires New Year-End Tactics

Webinars

kevinb610 November 30, 2017
(Updated: November 30, 2017)

5.0
Average Attendee Rating
Poor	Average	Excellent

Outstanding

Read Review Comments (0)

Fritz Meyer Economic Update, November 2017

Webinars

kevinb610 November 13, 2017
(Updated: November 13, 2017)

5.0
Average Attendee Rating
Poor	Average	Excellent

Best ever. Fritz hit a homer.

Read Review Comments (0)

When Is It Best To Invest? A Review Over 37 Years

Webinars

kevinb610 September 26, 2017
(Updated: September 26, 2017)

3.0
Average Attendee Rating
Poor	Average	Excellent

OK, wasn't Craig's best. Not much to use.

Read Review Comments (0)

2017 Year-End Tax Planning Guidance For Investment Advisors

Webinars

kevinb610 August 30, 2017
(Updated: August 30, 2017)

5.0
Average Attendee Rating
Poor	Average	Excellent

Terrific

Read Review Comments (0)

Why You Must Discuss Asset Protection With Every Client, And What You Should Say

Webinars

kevinb610 July 26, 2017
(Updated: July 26, 2017)

5.0
Average Attendee Rating
Poor	Average	Excellent

Very knowledgeable, probably should be a 2 hour

Read Review Comments (0)

Fritz Meyer Economic Update, June 2017

Webinars

kevinb610 June 12, 2017
(Updated: June 12, 2017)

5.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

IRAs And Roth IRAs After A Client Dies

Webinars

kevinb610 March 23, 2017
(Updated: March 23, 2017)

5.0
Average Attendee Rating
Poor	Average	Excellent

VG

Read Review Comments (0)

RMDs And Retirement Portfolio Survival, Part Two

Webinars

kevinb610 March 15, 2017
(Updated: March 15, 2017)

5.0
Average Attendee Rating
Poor	Average	Excellent

great

Read Review Comments (0)

Fritz Meyer Economic Update, February 2017

Webinars

kevinb610 February 13, 2017
(Updated: February 13, 2017)

5.0
Average Attendee Rating
Poor	Average	Excellent

good, he was apolitical and I like that

Read Review Comments (0)

Low-Expense Portfolio Design For RIAs

Webinars

kevinb610 January 25, 2017
(Updated: January 25, 2017)

5.0
Average Attendee Rating
Poor	Average	Excellent

great

Read Review Comments (0)

Fritz Meyer Economic Update, December 2016

Webinars

kevinb610 December 12, 2016
(Updated: December 12, 2016)

4.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Designing Portfolios For Accumulation And Distribution Lifecycles

Webinars

kevinb610 October 26, 2016
(Updated: October 26, 2016)

5.0
Average Attendee Rating
Poor	Average	Excellent

outstanding, he is your best presenter

Read Review Comments (0)

Improving After-Tax Returns

Webinars

kevinb610 October 23, 2016
(Updated: October 23, 2016)

5.0
Average Attendee Rating
Poor	Average	Excellent

great

Read Review Comments (0)

Fritz Meyer's 3Q 2016 Economic Roundup – Two Credits

Webinars

kevinb610 October 13, 2016
(Updated: October 13, 2016)

4.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Tax-Efficient Retirement Income And Portfolio Drawdown Techniques

Webinars

kevinb610 June 28, 2016
(Updated: June 28, 2016)

5.0
Average Attendee Rating
Poor	Average	Excellent

great

Read Review Comments (0)

Retirement Portfolio Torture Test, 1970-2015

Webinars

kevinb610 April 27, 2016
(Updated: April 27, 2016)

5.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

2016 Tax Planning Opportunities And Traps For Investment Advisors

Webinars

kevinb610 February 25, 2016
(Updated: February 25, 2016)

5.0
Average Attendee Rating
Poor	Average	Excellent

good stuff

Read Review Comments (0)

Fritz Meyer Economic And Investment Update, February 2016

Webinars

kevinb610 February 08, 2016
(Updated: February 08, 2016)

3.0
Average Attendee Rating
Poor	Average	Excellent

I think Fritz was good, however, seems to be married to the fact that our economy is good and basically ignoring the labor participation rate. He mentioned it but...

Read Review Comments (0)

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

Webinars

kevinb610 April 13, 2015
(Updated: April 13, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

How To Run An RIA Utilizing Tax-Efficient Investment Techniques

Webinars

kevinb610 February 19, 2015
(Updated: February 19, 2015)

3.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)