Reviews written by JimBuro

With Massive Tax Cuts Looming, A 2017 Tax Filing Primer For IA Reps (Two Credits)

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JimBuro January 26, 2017
(Updated: January 26, 2017)

5.0
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Great job!

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Low-Expense Portfolio Design For RIAs

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JimBuro January 25, 2017
(Updated: January 25, 2017)

5.0
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Great job in a short period of time

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Revenge Of The Nerds V: Strategies For CPA Financial Planners

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JimBuro December 15, 2016
(Updated: December 15, 2016)

5.0
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good presentation on the major tax considerations heading into 2017 and beyond

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Designing Portfolios For Accumulation And Distribution Lifecycles

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JimBuro October 26, 2016
(Updated: October 26, 2016)

5.0
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Excellent

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Fritz Meyer Economic Update, September 2016

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JimBuro September 12, 2016
(Updated: September 12, 2016)

5.0
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Fritz did a great job.

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2016 Year-End Tax Planning For Investment Advisors

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JimBuro August 25, 2016
(Updated: August 25, 2016)

5.0
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Great job on a complex subject

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Fritz Meyer Economic Update, August 2016

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JimBuro August 08, 2016
(Updated: August 08, 2016)

5.0
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Great.

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BREXIT Breaking News Coverage: A Review Of The MSCI EAFE And EM Indexes

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JimBuro June 29, 2016
(Updated: June 29, 2016)

5.0
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Great job.

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Tax-Efficient Retirement Income And Portfolio Drawdown Techniques

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JimBuro June 28, 2016
(Updated: June 28, 2016)

5.0
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Good job with a complicated subject.

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Fritz Meyer Economic And Investment Update, June 2016

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JimBuro June 13, 2016
(Updated: June 13, 2016)

5.0
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Good presentation

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Defining A Fiduciary-Level Of Diversification

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JimBuro May 25, 2016
(Updated: May 25, 2016)

5.0
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Good.

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Everything An Investment Fiduciary Needs To Know About Trusts And Estates

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JimBuro May 24, 2016
(Updated: May 24, 2016)

5.0
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The DOL's New Fiduciary Rule

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JimBuro May 19, 2016
(Updated: May 19, 2016)

5.0
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The presenters were very knowledgeable.

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A Simple New Approach To Retirement Income Planning

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JimBuro May 12, 2016
(Updated: May 12, 2016)

4.0
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Fritz Meyer Economic And Investment Update, May 2016

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JimBuro May 09, 2016
(Updated: May 09, 2016)

5.0
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Excellent!

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A Financial Advisor's Guide To College Funding

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JimBuro May 05, 2016
(Updated: May 05, 2016)

4.0
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Good topic; insufficient time to cover it well

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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)

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JimBuro April 11, 2016
(Updated: April 11, 2016)

5.0
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Excellent.

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IRAs And Roth IRAs After A Client Dies

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JimBuro March 30, 2016
(Updated: March 30, 2016)

5.0
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Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods

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JimBuro March 23, 2016
(Updated: March 23, 2016)

5.0
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Excellent!

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Fritz Meyer Economic And Investment Update, March 2016

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JimBuro March 07, 2016
(Updated: March 07, 2016)

5.0
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Excellent

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2016 Tax Planning Opportunities And Traps For Investment Advisors

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JimBuro February 25, 2016
(Updated: February 25, 2016)

5.0
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Great presentation. Bob is knowledgeable and succinct in his points.

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Lessons From 46-Years Of Monthly Returns

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JimBuro February 24, 2016
(Updated: February 24, 2016)

5.0
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Good presentation.

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Technology, Financial Professionals, And Client Engagement

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JimBuro February 18, 2016
(Updated: February 18, 2016)

5.0
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good introduction to the topic

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Fritz Meyer Economic And Investment Update, February 2016

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JimBuro February 08, 2016
(Updated: February 08, 2016)

5.0
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Great job.

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2016 Global Market Outlook With Russell Investments

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JimBuro January 21, 2016
(Updated: January 21, 2016)

5.0
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Very good. The presenter knows his material and presented it with eloquence

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