Reviews written by susanh818

114 results - showing 1 - 25  
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Taxation of Investments: An Overview
Webinars
susanh818susanh818   May 25, 2022
10
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Great

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Key Variables In Retirement Portfolio Analysis, Craig Israelsen, March 2022
Webinars
susanh818susanh818   March 30, 2022
10
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Great

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Large-IRA Tax & Financial Planning Strategies; Robert Keebler, March 2022
Webinars
susanh818susanh818   March 16, 2022
10
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Wow! Like being fed from a fire hose!

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Ukraine Invasion, Inflation, & GDP Growth; Fritz Meyer Economic Update, March 2022
Webinars
susanh818susanh818   March 07, 2022
10
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Wonderful to hear voice of reason in turbulent times. We know not to panic but this really helps keep us grounded amidst the frenzy.

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Standard Deviation: Finding the Sweet Spot
Webinars
susanh818susanh818   February 23, 2022
10
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Great

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Tax Planning For Real Estate In 2021 And 2022
Webinars
susanh818susanh818   November 17, 2021
10
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Building Simple Low-Expense Diversified Portfolios, Craig Israelsen
Webinars
susanh818susanh818   November 10, 2021
10
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?

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Earnings-Driven Stock Records Amid Frightening Inflation: Fritz Meyer, November 2021
Webinars
susanh818susanh818   November 08, 2021
10
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Great

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Year End Tax Planning For The Other 99%
Webinars
susanh818susanh818   October 20, 2021
10
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great

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GDP Pickup Expected In Fourth Quarter; Fritz Meyer Economic Update, October 2021
Webinars
susanh818susanh818   October 11, 2021
10
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Applying Financial Psychology In Current Conditions (1 Credit)
Webinars
susanh818susanh818   October 05, 2021
10
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Great

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2021 Year-End Tax Planning Strategies
Webinars
susanh818susanh818   September 22, 2021
10
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Superb

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Are Stocks Overpriced? Fritz Meyer Economic Update, September 2021
Webinars
susanh818susanh818   September 13, 2021
10
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Technical Tips And Traps Of 2021 Roth IRA Conversions
Webinars
susanh818susanh818   August 18, 2021
10
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great!!

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Investor Identity (1 Credit)
Webinars
susanh818susanh818   August 17, 2021
10
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Trust, The Foundation of Relationships (1 Credit)
Webinars
susanh818susanh818   July 13, 2021
10
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Very good

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Financial Counseling Introduction and Overview (1 Credit)
Webinars
susanh818susanh818   June 23, 2021
5.0
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To basic. Let's just get to the meat.

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Benchmarking Performance Of A Diversified Portfolio
Webinars
susanh818susanh818   June 22, 2021
10
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Great

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2021 Wealth Transfer Planning Strategies For IRAs; Robert Keebler, Tax CE
Webinars
susanh818susanh818   June 16, 2021
10
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Advisor Alpha In Actively Managed Non-US Equity Funds In Developed Economies
Webinars
susanh818susanh818   May 25, 2021
10
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great

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Income Tax Planning Opportunities In 2021, A Year Of Transition; Robert Keebler, May 2021 CE Class
Webinars
susanh818susanh818   May 19, 2021
10
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great

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In Which Asset Classes Does Active Beat Passive?
Webinars
susanh818susanh818   April 27, 2021
10
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Great

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How To Stay The Course, Professional Education Class
Webinars
susanh818susanh818   March 30, 2021
10
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51 Year Risk, Return, And Correlation Data On Seven Core Asset Classes
Webinars
susanh818susanh818   January 25, 2021
10
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Great!

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2021 Tax Planning Continuing Professional Education
Webinars
susanh818susanh818   January 20, 2021
10
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Fantastic

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114 results - showing 1 - 25  
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