Reviews written by sandraj303

20 results - showing 1 - 20  
 
 
Boosting Your Bottom Line With Strategic Planning
Webinars
sandraj303sandraj303   June 18, 2015
(Updated: June 18, 2015)
3.0
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Fritz Meyer's 2Q2015 Analysis Webinar -- Two CE Credits
Webinars
sandraj303sandraj303   April 13, 2015
(Updated: April 13, 2015)
5.0
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Fritz Meyer Economic And Investment Update, August 2014
Webinars
sandraj303sandraj303   August 11, 2014
(Updated: August 11, 2014)
4.0
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75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*
Webinars
sandraj303sandraj303   June 26, 2014
(Updated: June 26, 2014)
4.0
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Bracket Management And Tax-Aware Investing
Webinars
sandraj303sandraj303   April 24, 2014
(Updated: April 24, 2014)
5.0
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Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements
Webinars
sandraj303sandraj303   April 10, 2014
(Updated: April 10, 2014)
4.0
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An Advisor's Guide To The Proper Use Of Life Insurance
Webinars
sandraj303sandraj303   February 20, 2014
(Updated: February 20, 2014)
4.0
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The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach
Webinars
sandraj303sandraj303   February 06, 2014
(Updated: February 06, 2014)
4.0
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The New Ideas Changing Retirement Income Planning
Webinars
sandraj303sandraj303   January 16, 2014
(Updated: January 16, 2014)
4.0
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Tax-Sensitive Retirement-Income Withdrawal Strategies
Webinars
sandraj303sandraj303   November 25, 2013
(Updated: November 25, 2013)
5.0
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Year-End Tax Planning Strategies
Webinars
sandraj303sandraj303   August 15, 2013
(Updated: August 15, 2013)
5.0
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PortfolioCenter
Portfolio Management
sandraj303sandraj303   July 26, 2013
Overall rating 
 
 
3.0
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
2.0
Integrations 
 
 
2.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Portfolio Center

No Comment

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Golden Years
Financial Planning
sandraj303sandraj303   July 10, 2013
Overall rating 
 
 
3.0
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
2.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
2.0

Golden Years Rating

Golden Years Rating

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Fritz Meyer Economic & Investment Update, July 2013
Webinars
sandraj303sandraj303   July 08, 2013
(Updated: July 08, 2013)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012
Webinars
sandraj303sandraj303   August 13, 2012
(Updated: August 13, 2012)
4.0
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How An RIA Garnered $110 Million AUM In Two Years Using Mindmaps
Webinars
sandraj303sandraj303   July 26, 2012
(Updated: July 26, 2012)
4.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2011
Webinars
sandraj303sandraj303   November 07, 2011
(Updated: November 07, 2011)
5.0
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Integrating Your Document Management System With Your Client Portal
Webinars
sandraj303sandraj303   June 22, 2011
(Updated: June 22, 2011)
4.0
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Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach
Webinars
sandraj303sandraj303   June 16, 2011
(Updated: June 16, 2011)
4.0
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20 results - showing 1 - 20