Reviews written by JeffA4A

163 results - showing 101 - 125  
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Data Breaches And Cyber-Liability For Advisors
Webinars
JeffA4AJeffA4A   January 08, 2015
(Updated: January 08, 2015)
3.0
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Fritz Meyer's Third Quarter Roundup On Economics And Investments -- Two CE Credits
Webinars
JeffA4AJeffA4A   July 07, 2014
(Updated: July 07, 2014)
5.0
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Great stuff!

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75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*
Webinars
JeffA4AJeffA4A   June 26, 2014
(Updated: June 26, 2014)
5.0
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too long, but really good info

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How To Set Up And Run An Internship Program At An RIA
Webinars
JeffA4AJeffA4A   June 12, 2014
(Updated: June 12, 2014)
4.0
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Manager Selection And An Update On CFA Institute Initiatives For Advisors
Webinars
JeffA4AJeffA4A   March 20, 2014
(Updated: March 20, 2014)
4.0
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The New Ideas Changing Retirement Income Planning
Webinars
JeffA4AJeffA4A   January 16, 2014
(Updated: January 16, 2014)
3.0
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Fritz Meyer Economic And Investment Update, January 2014
Webinars
JeffA4AJeffA4A   January 13, 2014
(Updated: January 13, 2014)
5.0
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A Financial Planner's Guide To Energy Investing
Webinars
JeffA4AJeffA4A   December 05, 2013
(Updated: December 05, 2013)
5.0
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Tax-Sensitive Retirement-Income Withdrawal Strategies
Webinars
JeffA4AJeffA4A   November 25, 2013
(Updated: November 25, 2013)
5.0
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A Financial Advisor's Guide To College Admissions
Webinars
JeffA4AJeffA4A   November 14, 2013
(Updated: November 14, 2013)
4.0
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Fritz Meyer Economic And Investment Update, October 2013
Webinars
JeffA4AJeffA4A   October 07, 2013
(Updated: October 07, 2013)
5.0
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DOMA's Demise: Financial And Tax Planning Implications Advisors Must Know About
Webinars
JeffA4AJeffA4A   August 08, 2013
(Updated: August 08, 2013)
5.0
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The Chinese Boom And Bust Economic Cycle: What Private Wealth Advisors Need to Know
Webinars
JeffA4AJeffA4A   June 20, 2013
(Updated: June 20, 2013)
3.0
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What's The Difference Between A CFA®, CIMA®, CPWA®, CFP®, And CPA/PFS?
Webinars
JeffA4AJeffA4A   April 25, 2013
(Updated: April 25, 2013)
4.0
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Worthwhile to know, even if low attendance. Might do a CPWA now.

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The Rising Tide Of Expectations For Financial Advisors
Webinars
JeffA4AJeffA4A   April 11, 2013
(Updated: April 11, 2013)
5.0
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Year End Income Tax Planning
Webinars
JeffA4AJeffA4A   September 06, 2012
(Updated: September 06, 2012)
5.0
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All was SO valuable.

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Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012
Webinars
JeffA4AJeffA4A   May 07, 2012
(Updated: May 07, 2012)
5.0
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Candidate For President Of The United States, Economist Laurence Kotlikoff
Webinars
JeffA4AJeffA4A   April 26, 2012
(Updated: April 26, 2012)
4.0
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Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options
Webinars
JeffA4AJeffA4A   April 12, 2012
(Updated: April 12, 2012)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012
Webinars
JeffA4AJeffA4A   March 12, 2012
(Updated: March 12, 2012)
5.0
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Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth
Webinars
JeffA4AJeffA4A   February 16, 2012
(Updated: February 16, 2012)
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Assessing Major Risks To Retirement Plans
Webinars
JeffA4AJeffA4A   February 09, 2012
(Updated: February 09, 2012)
4.0
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How Wealth Managers Can Use Social Media To Boost Search Engine Rankings
Webinars
JeffA4AJeffA4A   January 26, 2012
(Updated: January 26, 2012)
4.0
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Life Settlements: Understanding The Process, Avoiding The Pitfalls
Webinars
JeffA4AJeffA4A   January 19, 2012
(Updated: January 19, 2012)
4.0
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Glenn is great at this stuff. Glad he is a resource for us.

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Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012
Webinars
JeffA4AJeffA4A   January 09, 2012
(Updated: January 09, 2012)
5.0
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163 results - showing 101 - 125  
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