Reviews written by david pr512

Trust Topics And Trends For Financial Advisors

Webinars

david pr512 October 11, 2012
(Updated: October 11, 2012)

4.0
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Wrong speaker mentioned above, but the attorney offered some helpful suggestions for amending irrevocable trusts.

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Monthly Economic Update And Investment Outlook From Fritz Meyer For October 2012

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david pr512 October 08, 2012
(Updated: October 08, 2012)

5.0
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-

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RIA Fee Structure: Earning Fees In An Era When Investment Management Is Commoditized

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david pr512 September 27, 2012
(Updated: September 27, 2012)

4.0
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-

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Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012

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david pr512 August 13, 2012
(Updated: August 13, 2012)

4.0
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too redundant w/ previous slide presentations

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Understanding The 3.8% Excise Tax

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david pr512 August 02, 2012
(Updated: August 02, 2012)

5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012

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david pr512 July 09, 2012
(Updated: July 09, 2012)

4.0
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a little redundant from previous sessions

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Tax Strategies For Business Owners

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david pr512 June 21, 2012
(Updated: June 21, 2012)

5.0
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Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012

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david pr512 June 07, 2012
(Updated: June 07, 2012)

5.0
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Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012

Webinars

david pr512 June 07, 2012
(Updated: June 07, 2012)

5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012

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david pr512 May 07, 2012
(Updated: May 07, 2012)

5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012

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david pr512 April 09, 2012
(Updated: April 09, 2012)

5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For February 2012

Webinars

david pr512 February 13, 2012
(Updated: February 13, 2012)

5.0
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Assessing Major Risks To Retirement Plans

Webinars

david pr512 February 09, 2012
(Updated: February 09, 2012)

3.0
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Our firm is leaning more in the direction of focusing clients on managing their retirement lifestyles around prudent distribution rates (adjusted annually) versus attempting to forecast or model varying inflation/tax/performance...

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Life Settlements: Understanding The Process, Avoiding The Pitfalls

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david pr512 January 19, 2012
(Updated: January 19, 2012)

3.0
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Increasing Credibility With Clients

Webinars

david pr512 December 01, 2011
(Updated: December 01, 2011)

5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2011

Webinars

david pr512 November 07, 2011
(Updated: November 07, 2011)

5.0
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A little too redundant for the time commitment - maybe update some of the same slides quarterly unless a significant change requires attention

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Establishing Hiring Practices At An Advisory Firm

Webinars

david pr512 October 06, 2011
(Updated: October 06, 2011)

5.0
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very helpful

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September 2011 Economy Update From Fritz Meyer

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david pr512 September 12, 2011
(Updated: September 12, 2011)

5.0
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A little repetitive with last month's info...

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August 2011 Economy Update From Fritz Meyer

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david pr512 August 08, 2011
(Updated: August 08, 2011)

5.0
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-

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July 2011 Economy Update With Fritz Meyer

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david pr512 July 11, 2011
(Updated: July 11, 2011)

5.0
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Excellent!

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June 2011 Economy Update From Fritz Meyer

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david pr512 June 06, 2011
(Updated: June 06, 2011)

5.0
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good insight & visual graphs

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Preparing For The Worst: Managing Your Clients In A Bear Market

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david pr512 July 16, 2009
(Updated: July 16, 2009)

5.0
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Preparing For The Worst: Managing Your Clients In A Bear Market

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david pr512 July 16, 2009
(Updated: July 16, 2009)

5.0
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