Reviews written by marcs713

132 results - showing 1 - 25  
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Risk Factors And Tax Characteristics Of Real Estate Investments, Class 3 of 4
Webinars
marcs713marcs713   February 11, 2024
10
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Good

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Key Metrics In Real Estate Analysis, Class 2 of 4
Webinars
marcs713marcs713   February 07, 2024
6.0
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Lots of errors in slides

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2024 Starts Strong; Fritz Meyer, January 2024
Webinars
marcs713marcs713   January 10, 2024
10
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Good

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Key Concepts To Help Clients As 2024 Begins; Craig Israelsen, December 2023
Webinars
marcs713marcs713   December 19, 2023
10
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Good

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Great Fake Out Of 2023 Is Poised To Extend Into 2024, Fritz Meyer, December 2023
Webinars
marcs713marcs713   December 13, 2023
10
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Good

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A Crossroad In The Post-Covid Economic Era
Webinars
marcs713marcs713   November 06, 2023
8.0
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Good

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Fundamentals of Fiduciary Taxation Form 1041 – For 2022 Returns
Webinars
marcs713marcs713   May 02, 2023
10
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Good. Kindly stop talking when poll is up so we can focus . Thanks.

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Using Financial Counseling Techniques To Guide Clients Through The Financial Planning Process In Turbulent Times
Webinars
marcs713marcs713   April 25, 2023
10
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Great

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Data Dichotomy; Fritz Meyer Economic Update, April 2023
Webinars
marcs713marcs713   April 19, 2023
9.0
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Good

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Bob Keebler’s Monthly Tax & Financial Planning Course, Feb. 2023: Five Must Know Strategies For 2023
Webinars
marcs713marcs713   February 15, 2023
10
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Great

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Fritz Meyer Economic Update, February 2023
Webinars
marcs713marcs713   February 13, 2023
8.0
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Good

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50-Year Statistical History On A Seven-Asset Diversified Portfolio, Craig Israelsen’s Portfolio Management CE Course
Webinars
marcs713marcs713   January 24, 2023
8.0
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EARN Act (aka SECURE 2.0) Upends Retirement Planning; Bob Keebler’s Monthly Tax And Financial Planning Course, Jan. 2023
Webinars
marcs713marcs713   January 18, 2023
10
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15 Timely Tax Planning Concepts For 2023, Bob Keebler's December 2022 Update
Webinars
marcs713marcs713   December 14, 2022
10
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Fed Charts A Course Amid An Unusual Labor Shortage; Fritz Meyer Economic Update, December 2022
Webinars
marcs713marcs713   December 12, 2022
7.0
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Fine but too long

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Bond Fund Alternatives To Consider In A Low-Rate, High Inflation Economy: An Update
Webinars
marcs713marcs713   December 05, 2022
6.0
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IRAs At Death And Beyond, Bob Keebler’s July 2022 Tax Class
Webinars
marcs713marcs713   July 20, 2022
3.0
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These are proposed legislation and thus not relevant now...

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Financial Counseling Under Stressful Conditions; May 2022 Certified Financial Counselor Update (Class 1 of 4)
Webinars
marcs713marcs713   May 31, 2022
10
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Great!

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Taxation of Investments: An Overview
Webinars
marcs713marcs713   May 25, 2022
10
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Good

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Large-IRA Tax & Financial Planning Strategies; Robert Keebler, March 2022
Webinars
marcs713marcs713   March 16, 2022
10
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good

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Top Tax And Financial Planning Ideas For 2022, Robert Keebler's January 2022 CE Class
Webinars
marcs713marcs713   January 12, 2022
10
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Good

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Applying Financial Psychology In Current Conditions (1 Credit)
Webinars
marcs713marcs713   October 05, 2021
10
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awesome

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Financial Counseling Course Review & Implementation (1 Credit)
Webinars
marcs713marcs713   September 28, 2021
10
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Great!

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Working With Couples And Families (1 Credit)
Webinars
marcs713marcs713   September 21, 2021
10
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Great

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Mental Health Issues And Financial Counseling (1 Credit)
Webinars
marcs713marcs713   September 14, 2021
10
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great

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132 results - showing 1 - 25  
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