Reviews written by NCLawyer

Fritz Meyer Economic Update, February 2017

Webinars

NCLawyer February 13, 2017
(Updated: February 13, 2017)

5.0
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Very informative

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FLPs Out! Act Now On Valuation Discounts

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NCLawyer September 29, 2016
(Updated: September 29, 2016)

5.0
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Very detailed and thorough

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Inflation And Investing Since 1970

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NCLawyer September 28, 2016
(Updated: September 28, 2016)

5.0
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Helpfully insightful

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Fritz Meyer Economic Update, September 2016

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NCLawyer September 12, 2016
(Updated: September 12, 2016)

5.0
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Great information but longer sessions are needed for Fritz to present all of his insightful information.

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2016 Year-End Tax Planning For Investment Advisors

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NCLawyer August 25, 2016
(Updated: August 25, 2016)

4.0
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Very informative

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Fritz Meyer Economic Update, August 2016

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NCLawyer August 08, 2016
(Updated: August 08, 2016)

5.0
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Outstanding as always

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2016 Estate And Gift Tax Class For Financial Advisors

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NCLawyer July 21, 2016
(Updated: July 21, 2016)

2.0
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Very informative

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Fritz Meyer's 2Q 2016 Economic Roundup (Two credits)

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NCLawyer July 11, 2016
(Updated: July 11, 2016)

1.0
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Excellent as always

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Fritz Meyer Economic And Investment Update, June 2016

Webinars

NCLawyer June 13, 2016
(Updated: June 13, 2016)

1.0
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Very informative

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Defining A Fiduciary-Level Of Diversification

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NCLawyer May 25, 2016
(Updated: May 25, 2016)

4.0
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Very insightful

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Everything An Investment Fiduciary Needs To Know About Trusts And Estates

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NCLawyer May 24, 2016
(Updated: May 24, 2016)

5.0
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Very informative

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A Financial Advisor's Guide To College Funding

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NCLawyer May 05, 2016
(Updated: May 05, 2016)

5.0
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Very informative

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Fritz Meyer Economic And Investment Update, March 2016

Webinars

NCLawyer March 07, 2016
(Updated: March 07, 2016)

5.0
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Always informative

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Fritz Meyer Economic And Investment Update, February 2016

Webinars

NCLawyer February 08, 2016
(Updated: February 08, 2016)

5.0
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Very informative, as usual

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Preparing 1040s: What Financial Advisors Must Know (2 CE credits)

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NCLawyer January 28, 2016
(Updated: January 28, 2016)

4.0
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Generally helpful

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Fritz Meyer Economic And Investment Update, November 2015

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NCLawyer November 09, 2015
(Updated: November 09, 2015)

5.0
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Fritz is alway excellent

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Retirement Portfolio Design

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NCLawyer October 22, 2015
(Updated: October 22, 2015)

5.0
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Outstanding

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Retirement Portfolio Adequacy

Webinars

NCLawyer May 14, 2015
(Updated: May 14, 2015)

4.0
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The perspective was good. The presentation was a bit slow.

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Fritz Meyer Economic And Investment Update, May 2015

Webinars

NCLawyer May 11, 2015
(Updated: May 11, 2015)

4.0
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I always enjoy Fritz's informative presentations

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Everything A Financial Advisor Needs To Know About College Funding And Taxes

Webinars

NCLawyer April 23, 2015
(Updated: April 23, 2015)

4.0
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Very informative on a narrowly focused topic

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Fritz Meyer's 2Q2015 Analysis Webinar -- Two CE Credits

Webinars

NCLawyer April 13, 2015
(Updated: April 13, 2015)

5.0
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Very informative and insightful. Fritz did a fantastic job.

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2015 Tax Traps, Tips, And Tricks For Investment Advisers

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NCLawyer February 26, 2015
(Updated: February 26, 2015)

5.0
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Very informative

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Tax Reporting On Stock Compensation Earned In 2014

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NCLawyer February 12, 2015
(Updated: February 12, 2015)

4.0
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Pace was a bit too fast

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Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012

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NCLawyer September 10, 2012
(Updated: September 10, 2012)

5.0
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Very Informative

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Year End Income Tax Planning

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NCLawyer September 06, 2012
(Updated: September 06, 2012)

4.0
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Informative

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