Reviews written by cindy@contourfinancial.com

251 results - showing 126 - 150  
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Fritz Meyer Economic Update, August 2017
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cindy@contourfinancial.comcindy@contourfinancial.com   August 07, 2017
(Updated: August 07, 2017)
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Why You Must Discuss Asset Protection With Every Client, And What You Should Say
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cindy@contourfinancial.comcindy@contourfinancial.com   July 26, 2017
(Updated: July 26, 2017)
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Minimizing Estate Taxes Of UHNWIs
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cindy@contourfinancial.comcindy@contourfinancial.com   July 18, 2017
(Updated: July 18, 2017)
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Capitalizing On Your Competitive Advantage Of Advising On A Low-Cost Diversified Core Portfolio
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cindy@contourfinancial.comcindy@contourfinancial.com   June 28, 2017
(Updated: June 28, 2017)
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Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios
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cindy@contourfinancial.comcindy@contourfinancial.com   June 21, 2017
(Updated: June 21, 2017)
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Fritz Meyer Economic Update, June 2017
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cindy@contourfinancial.comcindy@contourfinancial.com   June 12, 2017
(Updated: June 12, 2017)
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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
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cindy@contourfinancial.comcindy@contourfinancial.com   June 04, 2017
(Updated: June 04, 2017)
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Inflation, Returns, And Portfolio Management
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cindy@contourfinancial.comcindy@contourfinancial.com   May 24, 2017
(Updated: May 24, 2017)
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Fritz Meyer Economic Update, May 2017
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cindy@contourfinancial.comcindy@contourfinancial.com   May 08, 2017
(Updated: May 08, 2017)
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College Funding Techniques For Advisors
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cindy@contourfinancial.comcindy@contourfinancial.com   April 19, 2017
(Updated: April 19, 2017)
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Fritz Meyer Quarterly Economic Update, April 2017 (Two Credits)
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cindy@contourfinancial.comcindy@contourfinancial.com   April 10, 2017
(Updated: April 10, 2017)
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IRAs And Roth IRAs After A Client Dies
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cindy@contourfinancial.comcindy@contourfinancial.com   March 23, 2017
(Updated: March 23, 2017)
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RMDs And Retirement Portfolio Survival, Part Two
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cindy@contourfinancial.comcindy@contourfinancial.com   March 15, 2017
(Updated: March 15, 2017)
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Fritz Meyer Economic Update, March 2017
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cindy@contourfinancial.comcindy@contourfinancial.com   March 13, 2017
(Updated: March 13, 2017)
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2017 Tax Planning Opportunities And Traps For Investment Advisors
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cindy@contourfinancial.comcindy@contourfinancial.com   February 23, 2017
(Updated: February 23, 2017)
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Fritz Meyer Economic Update, February 2017
Webinars
cindy@contourfinancial.comcindy@contourfinancial.com   February 13, 2017
(Updated: February 13, 2017)
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With Massive Tax Cuts Looming, A 2017 Tax Filing Primer For IA Reps (Two Credits)
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cindy@contourfinancial.comcindy@contourfinancial.com   January 26, 2017
(Updated: January 26, 2017)
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Low-Expense Portfolio Design For RIAs
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cindy@contourfinancial.comcindy@contourfinancial.com   January 25, 2017
(Updated: January 25, 2017)
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Smart Beta: Useful Or Not?
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cindy@contourfinancial.comcindy@contourfinancial.com   December 13, 2016
(Updated: December 13, 2016)
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2017 Compliance For RIAs
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cindy@contourfinancial.comcindy@contourfinancial.com   December 08, 2016
(Updated: December 08, 2016)
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Rebalancing: An Act Of Courage
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cindy@contourfinancial.comcindy@contourfinancial.com   November 29, 2016
(Updated: November 29, 2016)
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Business Owner Tax Strategies And Trends
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cindy@contourfinancial.comcindy@contourfinancial.com   November 10, 2016
(Updated: November 10, 2016)
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Fritz Meyer Special Session: Donald J. Trump's Victory
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cindy@contourfinancial.comcindy@contourfinancial.com   November 08, 2016
(Updated: November 08, 2016)
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Fritz Meyer Economic Update, November 2016
Webinars
cindy@contourfinancial.comcindy@contourfinancial.com   November 07, 2016
(Updated: November 07, 2016)
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Designing Portfolios For Accumulation And Distribution Lifecycles
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cindy@contourfinancial.comcindy@contourfinancial.com   October 26, 2016
(Updated: October 26, 2016)
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251 results - showing 126 - 150  
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