Reviews written by geoffh415

7 results - showing 1 - 7  
 
 
Illustrating Retirement Portfolio Outcomes For Clients
Webinars
geoffh415geoffh415   May 20, 2019
5.0
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very informative...we will buy the spreadsheet

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Why GIPS® Standards Are Now More Important To Wealth Advisors
Webinars
geoffh415geoffh415   November 13, 2018
5.0
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An Epoch Journey: 33 Investor Life-Cycles Since 1926
Webinars
geoffh415geoffh415   June 27, 2018
5.0
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very informative

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Estate Taxation Of IRAs And Qualified Plans For RIAs
Webinars
geoffh415geoffh415   May 30, 2018
5.0
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Same Economics, Different Taxes: Opportunities For Generating After-Tax Alpha
Webinars
geoffh415geoffh415   September 19, 2013
(Updated: September 19, 2013)
5.0
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Tax Strategies For Business Owners
Webinars
geoffh415geoffh415   June 21, 2012
(Updated: June 21, 2012)
5.0
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Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning
Webinars
geoffh415geoffh415   June 14, 2012
(Updated: June 14, 2012)
4.0
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7 results - showing 1 - 7