Reviews written by michaelr707

38 results - showing 1 - 25  
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Fritz Meyer Economic And Investment Update, June 2016
Webinars
michaelr707michaelr707   June 13, 2016
(Updated: June 13, 2016)
4.0
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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)
Webinars
michaelr707michaelr707   April 11, 2016
(Updated: April 11, 2016)
5.0
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Fritz Meyer Economic And Investment Update, February 2016
Webinars
michaelr707michaelr707   February 08, 2016
(Updated: February 08, 2016)
5.0
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excellent as always

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Fritz Meyer Economic And Investment Update, June 2015
Webinars
michaelr707michaelr707   June 08, 2015
(Updated: June 08, 2015)
5.0
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Fritz Meyer's 2Q2015 Analysis Webinar -- Two CE Credits
Webinars
michaelr707michaelr707   April 13, 2015
(Updated: April 13, 2015)
5.0
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Fritz Meyer Economic And Investment Update, March 2015
Webinars
michaelr707michaelr707   March 09, 2015
(Updated: March 09, 2015)
5.0
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Fritz Meyer Economic And Investment Update, February 2015
Webinars
michaelr707michaelr707   February 09, 2015
(Updated: February 09, 2015)
5.0
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Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits
Webinars
michaelr707michaelr707   January 12, 2015
(Updated: January 12, 2015)
5.0
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Solid information as usual. Happy New Year

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Fritz Meyer Economic And Investment Update, December 2014
Webinars
michaelr707michaelr707   December 08, 2014
(Updated: December 08, 2014)
5.0
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Fritz Meyer, Live From IMPACT In Denver, Reviews Bernanke's Speech And Investment Sessions
Webinars
michaelr707michaelr707   November 06, 2014
(Updated: November 06, 2014)
5.0
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Fritz Meyer's 4Q2014 Analysis Webinar -- Two CE Credits
Webinars
michaelr707michaelr707   October 13, 2014
(Updated: October 13, 2014)
5.0
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-

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LinkedIn For RIAs, Ninja-Style
Webinars
michaelr707michaelr707   July 24, 2014
(Updated: July 24, 2014)
5.0
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Fritz Meyer's Third Quarter Roundup On Economics And Investments -- Two CE Credits
Webinars
michaelr707michaelr707   July 07, 2014
(Updated: July 07, 2014)
5.0
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Fritz Meyer Economic And Investment Update, June 2014 (Two CE credits)*
Webinars
michaelr707michaelr707   June 09, 2014
(Updated: June 09, 2014)
5.0
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-

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Fritz Meyer Economic And Investment Update, May 2014
Webinars
michaelr707michaelr707   May 12, 2014
(Updated: May 12, 2014)
5.0
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Inflation And Asset Performance
Webinars
michaelr707michaelr707   April 03, 2014
(Updated: April 03, 2014)
5.0
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Excellent as always

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Manager Selection And An Update On CFA Institute Initiatives For Advisors
Webinars
michaelr707michaelr707   March 20, 2014
(Updated: March 20, 2014)
5.0
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Cheshire Wealth Manager
Financial Planning
michaelr707michaelr707   January 03, 2013
Overall rating 
 
 
3.3
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
2.0

Overall a Good Fit with Excellent Graphs

Wish it were web-based

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Policies Combining Life Insurance With Long-Term Care Insurance: The Good And Bad
Webinars
michaelr707michaelr707   December 13, 2012
(Updated: December 13, 2012)
5.0
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Excellent comparison of a difficult topic.

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Monthly Economic Update And Investment Outlook From Fritz Meyer For October 2012
Webinars
michaelr707michaelr707   October 08, 2012
(Updated: October 08, 2012)
5.0
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How An RIA Garnered $110 Million AUM In Two Years Using Mindmaps
Webinars
michaelr707michaelr707   July 26, 2012
(Updated: July 26, 2012)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012
Webinars
michaelr707michaelr707   May 07, 2012
(Updated: May 07, 2012)
5.0
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Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options
Webinars
michaelr707michaelr707   April 12, 2012
(Updated: April 12, 2012)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012
Webinars
michaelr707michaelr707   March 12, 2012
(Updated: March 12, 2012)
5.0
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38 results - showing 1 - 25  
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