Reviews written by JimHoltzman

10 results - showing 1 - 10  
 
 
Fritz Meyer Economic Update, February 2018
Webinars
JimHoltzmanJimHoltzman   February 06, 2018
(Updated: February 06, 2018)
5.0
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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
JimHoltzmanJimHoltzman   June 04, 2017
(Updated: June 04, 2017)
5.0
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Fritz Meyer Economic Update, May 2017
Webinars
JimHoltzmanJimHoltzman   May 08, 2017
(Updated: May 08, 2017)
5.0
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College Funding Techniques For Advisors
Webinars
JimHoltzmanJimHoltzman   April 19, 2017
(Updated: April 19, 2017)
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Fritz Meyer Economic Update, February 2017
Webinars
JimHoltzmanJimHoltzman   February 13, 2017
(Updated: February 13, 2017)
5.0
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Fritz Meyer Economic And Investment Update, March 2016
Webinars
JimHoltzmanJimHoltzman   March 07, 2016
(Updated: March 07, 2016)
5.0
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Year-End Tax Planning Strategies For 2014
Webinars
JimHoltzmanJimHoltzman   September 11, 2014
(Updated: September 11, 2014)
5.0
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Understanding The 3.8% Excise Tax
Webinars
JimHoltzmanJimHoltzman   August 02, 2012
(Updated: August 02, 2012)
5.0
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Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options
Webinars
JimHoltzmanJimHoltzman   April 12, 2012
(Updated: April 12, 2012)
5.0
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Bob did a great job simplifying several difficult topics

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Preparing For The Worst: Managing Your Clients In A Bear Market
Webinars
JimHoltzmanJimHoltzman   July 16, 2009
(Updated: July 16, 2009)
5.0
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Bob did a great job simplifying several difficult topics

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10 results - showing 1 - 10