Reviews written by CFP

166 results - showing 101 - 125  
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Key Lessons Impacting Client Behavior For The Long Run
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CFPCFP   April 25, 2018
5.0
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Maximizing The New 20% Deduction On Pass-Throughs
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CFPCFP   March 28, 2018
5.0
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2018 Tax Planning For Advisors, Two Credits
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CFPCFP   February 07, 2018
(Updated: February 07, 2018)
5.0
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Fritz Meyer Economic Update, February 2018
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CFPCFP   February 06, 2018
(Updated: February 06, 2018)
5.0
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Performance Of Diversified Portfolios, 1970-2017
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CFPCFP   January 24, 2018
(Updated: January 24, 2018)
5.0
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Fritz Meyer Quarterly Economic Update, January 2018 (Two Credits)
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CFPCFP   January 08, 2018
(Updated: January 08, 2018)
5.0
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Fritz Meyer Economic Update, December 2017
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CFPCFP   December 11, 2017
(Updated: December 11, 2017)
5.0
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Asset Class Correlations In Diversified Portfolios
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CFPCFP   November 15, 2017
(Updated: November 15, 2017)
5.0
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When Is It Best To Invest? A Review Over 37 Years
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CFPCFP   September 26, 2017
(Updated: September 26, 2017)
5.0
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Fritz Meyer Economic Update, September 2017
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CFPCFP   September 11, 2017
(Updated: September 11, 2017)
5.0
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Fritz Meyer Economic Update, August 2017
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CFPCFP   August 07, 2017
(Updated: August 07, 2017)
5.0
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Why You Must Discuss Asset Protection With Every Client, And What You Should Say
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CFPCFP   July 26, 2017
(Updated: July 26, 2017)
4.0
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Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios
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CFPCFP   June 21, 2017
(Updated: June 21, 2017)
5.0
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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
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CFPCFP   June 04, 2017
(Updated: June 04, 2017)
5.0
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Inflation, Returns, And Portfolio Management
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CFPCFP   May 24, 2017
(Updated: May 24, 2017)
5.0
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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
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CFPCFP   January 09, 2017
(Updated: January 09, 2017)
5.0
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Fritz Meyer's 3Q 2016 Economic Roundup – Two Credits
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CFPCFP   October 13, 2016
(Updated: October 13, 2016)
5.0
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A Financial Advisor's Guide To College Funding
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CFPCFP   May 05, 2016
(Updated: May 05, 2016)
5.0
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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)
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CFPCFP   April 11, 2016
(Updated: April 11, 2016)
5.0
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Disaster Planning For RIAs
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CFPCFP   April 07, 2016
(Updated: April 07, 2016)
5.0
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Preparing 1040s: What Financial Advisors Must Know (2 CE credits)
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CFPCFP   January 28, 2016
(Updated: January 28, 2016)
5.0
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What Markets Are Completely Missing About 2016
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CFPCFP   January 07, 2016
(Updated: January 07, 2016)
5.0
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The Math Of Retirement
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CFPCFP   December 03, 2015
(Updated: December 03, 2015)
5.0
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Estate Plans Of The Rich And Famous
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CFPCFP   November 19, 2015
(Updated: November 19, 2015)
3.0
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Retirement Portfolio Design
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CFPCFP   October 22, 2015
(Updated: October 22, 2015)
5.0
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166 results - showing 101 - 125  
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