Reviews written by jimkoch

Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits

Webinars

jimkoch January 12, 2015
(Updated: January 12, 2015)

5.0
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Fritz always a pro at creating and explaining the data visuals.

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Volatile Times: Should You Adjust Your Allocation?

Webinars

jimkoch November 13, 2014
(Updated: November 13, 2014)

4.0
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Good content

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LinkedIn For RIAs, Ninja-Style

Webinars

jimkoch July 24, 2014
(Updated: July 24, 2014)

5.0
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Best targeted presentation to date

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Fritz Meyer Economic And Investment Update, June 2014 (Two CE credits)*

Webinars

jimkoch June 09, 2014
(Updated: June 09, 2014)

4.0
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-

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Making Your RIA GIPS® Compliant

Webinars

jimkoch June 05, 2014
(Updated: June 05, 2014)

4.0
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SEC's New RIA Guidance On Social Media

Webinars

jimkoch May 08, 2014
(Updated: May 08, 2014)

5.0
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Bracket Management And Tax-Aware Investing

Webinars

jimkoch April 24, 2014
(Updated: April 24, 2014)

4.0
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Inflation And Asset Performance

Webinars

jimkoch April 03, 2014
(Updated: April 03, 2014)

4.0
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Just love a professor who is not afraid to use non-professorial language!

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An Advisor's Guide To Restricted Stock And Trends In Equity Compensation

Webinars

jimkoch March 06, 2014
(Updated: March 06, 2014)

4.0
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The New Ideas Changing Retirement Income Planning

Webinars

jimkoch January 16, 2014
(Updated: January 16, 2014)

5.0
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Outstanding......can somebody clone Wade's brain

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2014 Compliance: Are You Ready For An Exam?

Webinars

jimkoch January 09, 2014
(Updated: January 09, 2014)

4.0
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Would have been more effective to have shown an example of compliance calendar.

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The Big Impact Of Seemingly Small Decisions In Retirement Income Planning

Webinars

jimkoch November 07, 2013
(Updated: November 07, 2013)

4.0
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Index Versus Actively-Managed Fund Portfolios; Results Of A Study For Long-Term Investors

Webinars

jimkoch October 31, 2013
(Updated: October 31, 2013)

4.0
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New, Improved Methods For Optimizing Retirement Income

Webinars

jimkoch March 28, 2013
(Updated: March 28, 2013)

4.0
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Excellent, again

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A New Approach To Safe Retirement Withdrawal Rates

Webinars

jimkoch February 14, 2013
(Updated: February 14, 2013)

5.0
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Can't get enough Wade, keep it coming

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Assessing Your Clients' Tolerance For Investment Risk

Webinars

jimkoch November 29, 2012
(Updated: November 29, 2012)

5.0
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Great visuals and content.....slight negative with company plugs

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The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios

Webinars

jimkoch May 17, 2012
(Updated: May 17, 2012)

5.0
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Hit it out of the park!

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How Do Financial Advisors Compete In A World In Which Megatrends Can Make Your Head Explode?

Webinars

jimkoch May 03, 2012
(Updated: May 03, 2012)

5.0
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Well done

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Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options

Webinars

jimkoch April 12, 2012
(Updated: April 12, 2012)

5.0
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Most excellent

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The Retirement Income Industry Association And RMA Designation

Webinars

jimkoch March 01, 2012
(Updated: March 01, 2012)

4.0
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Enjoyed it. As a relatively new advisor (RIA) armed with an MBA, I chose the RMA program because it just seemed to make sense in terms of what I...

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Adding Clients And Streamlining Processes In 2012

Webinars

jimkoch November 10, 2011
(Updated: November 10, 2011)

4.0
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Great content

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Oil, Gold, And Portfolio Design

Webinars

jimkoch May 19, 2011
(Updated: May 19, 2011)

4.0
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Preparing For The Worst: Managing Your Clients In A Bear Market

Webinars

jimkoch July 16, 2009
(Updated: July 16, 2009)

5.0
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Well done

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Preparing For The Worst: Managing Your Clients In A Bear Market

Webinars

jimkoch July 16, 2009
(Updated: July 16, 2009)

5.0
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Most excellent

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