Reviews written by npolitziner

Capitalizing On Your Competitive Advantage Of Advising On A Low-Cost Diversified Core Portfolio

Webinars

npolitziner June 28, 2017
(Updated: June 28, 2017)

4.0
Average Attendee Rating
Poor	Average	Excellent

the spreadsheeting of the different portfolios was the best part

Read Review Comments (0)

College Funding Techniques For Advisors

Webinars

npolitziner April 19, 2017
(Updated: April 19, 2017)

4.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

IRAs And Roth IRAs After A Client Dies

Webinars

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

4.0
Average Attendee Rating
Poor	Average	Excellent

rushed through the slides, should have broken this down into a couple of sessions or a 2 hour session

Read Review Comments (0)

Fritz Meyer Economic Update, December 2016

Webinars

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

5.0
Average Attendee Rating
Poor	Average	Excellent

good

Read Review Comments (0)

Business Owner Tax Strategies And Trends

Webinars

npolitziner November 10, 2016
(Updated: November 10, 2016)

5.0
Average Attendee Rating
Poor	Average	Excellent

GOOD PLANNING OPPORTUNITIES

Read Review Comments (0)

FLPs Out! Act Now On Valuation Discounts

Webinars

npolitziner September 29, 2016
(Updated: September 29, 2016)

4.0
Average Attendee Rating
Poor	Average	Excellent

ok

Read Review Comments (0)

Performance And Risk Metrics For Clients

Webinars

npolitziner July 27, 2016
(Updated: July 27, 2016)

5.0
Average Attendee Rating
Poor	Average	Excellent

excellent reminder of why a diversified portfolio makes sense

Read Review Comments (0)

Retirement Portfolio Torture Test, 1970-2015

Webinars

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

5.0
Average Attendee Rating
Poor	Average	Excellent

this was wonderful....factual and well documented

Read Review Comments (0)

2015 Asset-Class Performance Versus 5-, 10-, and 15-Year Periods

Webinars

npolitziner January 27, 2016
(Updated: January 27, 2016)

5.0
Average Attendee Rating
Poor	Average	Excellent

great

Read Review Comments (0)

Retirement Portfolio Design

Webinars

npolitziner October 22, 2015
(Updated: October 22, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

THIS WAS GREAT

Read Review Comments (0)

2015 Tax Traps, Tips, And Tricks For Investment Advisers

Webinars

npolitziner February 26, 2015
(Updated: February 26, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

very good

Read Review Comments (0)

Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits

Webinars

npolitziner January 12, 2015
(Updated: January 12, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

way too long

Read Review Comments (0)

Strategic Tax Planning For Large IRAs

Webinars

npolitziner August 14, 2014
(Updated: August 14, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

great tpic, great presentation

Read Review Comments (0)

SEC's New RIA Guidance On Social Media

Webinars

npolitziner May 08, 2014
(Updated: May 08, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Fritz Meyer Economic And Investment Update, March 2014

Webinars

npolitziner March 10, 2014
(Updated: March 10, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach

Webinars

npolitziner February 06, 2014
(Updated: February 06, 2014)

4.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

A Financial Advisor’s Guide To Maximizing IRAs

Webinars

npolitziner September 26, 2013
(Updated: September 26, 2013)

5.0
Average Attendee Rating
Poor	Average	Excellent

too much at one sitting. more examples with each technique or idea

Read Review Comments (0)

Keebler’s Analysis Of 2013 Tax Planning Opportunities

Webinars

npolitziner February 28, 2013
(Updated: February 28, 2013)

5.0
Average Attendee Rating
Poor	Average	Excellent

Timely and important

Read Review Comments (0)