Reviews written by ajayk609

12 results - showing 1 - 12  
 
 
Year End Income Tax Planning
Webinars
ajayk609ajayk609   September 06, 2012
(Updated: September 06, 2012)
5.0
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Taxation Of Securities Transactions
Webinars
ajayk609ajayk609   May 10, 2012
(Updated: May 10, 2012)
3.0
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Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options
Webinars
ajayk609ajayk609   April 12, 2012
(Updated: April 12, 2012)
4.0
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Life Settlements: Understanding The Process, Avoiding The Pitfalls
Webinars
ajayk609ajayk609   January 19, 2012
(Updated: January 19, 2012)
3.0
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The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now
Webinars
ajayk609ajayk609   January 12, 2012
(Updated: January 12, 2012)
4.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011
Webinars
ajayk609ajayk609   December 12, 2011
(Updated: December 12, 2011)
5.0
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Introduction To Tax-Efficient Investing (Part 1)
Webinars
ajayk609ajayk609   September 08, 2011
(Updated: September 08, 2011)
5.0
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Bob went through a lot of material very quickly. Might have been better to go through less, but spend more time on the covered topics.

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Harold Evensky On What's New In Wealth Management
Webinars
ajayk609ajayk609   July 28, 2011
(Updated: July 28, 2011)
5.0
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Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach
Webinars
ajayk609ajayk609   June 16, 2011
(Updated: June 16, 2011)
2.0
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May 2011 Economy Update From Fritz Meyer
Webinars
ajayk609ajayk609   May 09, 2011
(Updated: May 09, 2011)
4.0
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Industry Trends Affecting RIAs
Webinars
ajayk609ajayk609   March 24, 2011
(Updated: March 24, 2011)
2.0
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Preparing For The Worst: Managing Your Clients In A Bear Market
Webinars
ajayk609ajayk609   July 16, 2009
(Updated: July 16, 2009)
4.0
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12 results - showing 1 - 12