Reviews written by cindy@contourfinancial.com

Business-Owner Tax Rules Investment Advisors Must Know About For 2016

Webinars

cindy@contourfinancial.com October 01, 2015
(Updated: October 01, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Fritz Meyer Economic And Investment Update, September 2015

Webinars

cindy@contourfinancial.com September 07, 2015
(Updated: September 07, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

very informative in these crazy markets

Read Review Comments (0)

Fritz Meyer On The Market Turmoil

Webinars

cindy@contourfinancial.com August 23, 2015
(Updated: August 23, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

LEARN, COMMIT, SUSTAIN: Client Education And Retention

Webinars

cindy@contourfinancial.com August 20, 2015
(Updated: August 20, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Mid-Year Compliance Self-Test For RIAs

Webinars

cindy@contourfinancial.com July 16, 2015
(Updated: July 16, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

IRAs, Roth IRAs And Investment Advisors

Webinars

cindy@contourfinancial.com June 01, 2015
(Updated: June 01, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Retirement Portfolio Adequacy

Webinars

cindy@contourfinancial.com May 14, 2015
(Updated: May 14, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Everything A Financial Advisor Needs To Know About College Funding And Taxes

Webinars

cindy@contourfinancial.com April 23, 2015
(Updated: April 23, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Tax Planning For Concentrated Low-Basis Positions, Options, And Margin Accounts

Webinars

cindy@contourfinancial.com March 19, 2015
(Updated: March 19, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

Fritz Meyer Economic And Investment Update, March 2015

Webinars

cindy@contourfinancial.com March 09, 2015
(Updated: March 09, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

What Will Drive Yields In 2015?

Webinars

cindy@contourfinancial.com March 05, 2015
(Updated: March 05, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

Read Review Comments (0)

A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)

Webinars

cindy@contourfinancial.com January 22, 2015
(Updated: January 22, 2015)

5.0
Average Attendee Rating
Poor	Average	Excellent

Great job.

Read Review Comments (0)

Volatile Times: Should You Adjust Your Allocation?

Webinars

cindy@contourfinancial.com November 13, 2014
(Updated: November 13, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Optimizing Social Security Claims In Retirement Income Planning

Webinars

cindy@contourfinancial.com October 16, 2014
(Updated: October 16, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Year-End Tax Planning Strategies For 2014

Webinars

cindy@contourfinancial.com September 11, 2014
(Updated: September 11, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

How Advisors Can Encourage Good Behavior In Retirement Investors

Webinars

cindy@contourfinancial.com August 21, 2014
(Updated: August 21, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Bracket Management And Tax-Aware Investing

Webinars

cindy@contourfinancial.com April 24, 2014
(Updated: April 24, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Inflation And Asset Performance

Webinars

cindy@contourfinancial.com April 03, 2014
(Updated: April 03, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

The Psychology Of Risk: The Behavioral Finance Perspective

Webinars

cindy@contourfinancial.com February 27, 2014
(Updated: February 27, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

An Advisor's Guide To The Proper Use Of Life Insurance

Webinars

cindy@contourfinancial.com February 20, 2014
(Updated: February 20, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

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

Webinars

cindy@contourfinancial.com February 06, 2014
(Updated: February 06, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Creating Tax-Alpha In Today's Interest And Tax Rate Environment

Webinars

cindy@contourfinancial.com January 27, 2014
(Updated: January 27, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

The New Ideas Changing Retirement Income Planning

Webinars

cindy@contourfinancial.com January 16, 2014
(Updated: January 16, 2014)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Tax-Sensitive Retirement-Income Withdrawal Strategies

Webinars

cindy@contourfinancial.com November 25, 2013
(Updated: November 25, 2013)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)

Index Versus Actively-Managed Fund Portfolios; Results Of A Study For Long-Term Investors

Webinars

cindy@contourfinancial.com October 31, 2013
(Updated: October 31, 2013)

5.0
Average Attendee Rating
Poor	Average	Excellent

-

Read Review Comments (0)