Reviews written by robertc303

18 results - showing 1 - 18  
 
 
Data Breaches And Cyber-Liability For Advisors
Webinars
robertc303robertc303   January 08, 2015
(Updated: January 08, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Good

Read Review Comments (0)
Volatile Times: Should You Adjust Your Allocation?
Webinars
robertc303robertc303   November 13, 2014
(Updated: November 13, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Strategic Tax Planning For Large IRAs
Webinars
robertc303robertc303   August 14, 2014
(Updated: August 14, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Ensure Great Execution Through SMART Goals And Key Performance Indicators
Webinars
robertc303robertc303   July 31, 2014
(Updated: July 31, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
The New Ideas Changing Retirement Income Planning
Webinars
robertc303robertc303   January 16, 2014
(Updated: January 16, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Tax-Sensitive Retirement-Income Withdrawal Strategies
Webinars
robertc303robertc303   November 25, 2013
(Updated: November 25, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

very good

Read Review Comments (0)
Same Economics, Different Taxes: Opportunities For Generating After-Tax Alpha
Webinars
robertc303robertc303   September 19, 2013
(Updated: September 19, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
DOMA's Demise: Financial And Tax Planning Implications Advisors Must Know About
Webinars
robertc303robertc303   August 08, 2013
(Updated: August 08, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
From Efficient To Effective: Building A Multi-Asset Portfolio
Webinars
robertc303robertc303   May 09, 2013
(Updated: May 09, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Fritz Meyer's Monthly Economic Update And Investment Outlook For February 2013
Webinars
robertc303robertc303   February 11, 2013
(Updated: February 11, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

Good

Read Review Comments (0)
Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update
Webinars
robertc303robertc303   July 05, 2012
(Updated: July 05, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012
Webinars
robertc303robertc303   June 07, 2012
(Updated: June 07, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012
Webinars
robertc303robertc303   June 07, 2012
(Updated: June 07, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Year-End Tax Planning For Financial Advisors
Webinars
robertc303robertc303   October 27, 2011
(Updated: October 27, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

good

Read Review Comments (0)
Introduction To Tax-Efficient Investing (Part 1)
Webinars
robertc303robertc303   September 08, 2011
(Updated: September 08, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
August 2011 Economy Update From Fritz Meyer
Webinars
robertc303robertc303   August 08, 2011
(Updated: August 08, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Harold Evensky On What's New In Wealth Management
Webinars
robertc303robertc303   July 28, 2011
(Updated: July 28, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Useful Update

Read Review Comments (0)
The History Of Manager Due Diligence And Where We Went Wrong
Webinars
robertc303robertc303   February 10, 2011
(Updated: February 10, 2011)
3.0
Average Attendee Rating
Poor Average Excellent

Decent, a bit self-serving and can't afford the $30,000.

Read Review Comments (0)
18 results - showing 1 - 18