Reviews written by pate703

14 results - showing 1 - 14  
 
 
3.8% Surtax On Net Investment Income: The Final Regs
Webinars
pate703pate703   December 19, 2013
(Updated: December 19, 2013)
5.0
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Bob Keebler is always very helpful w/relevant content and an easy to follow presentation.

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2014 Estate Planning Update For Financial Planners
Webinars
pate703pate703   December 12, 2013
(Updated: December 12, 2013)
5.0
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Excellent!

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Fritz Meyer Economic And Investment Update, December 2013
Webinars
pate703pate703   December 09, 2013
(Updated: December 09, 2013)
5.0
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A Financial Planner's Guide To Energy Investing
Webinars
pate703pate703   December 05, 2013
(Updated: December 05, 2013)
5.0
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Extremely helpful

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Year End Income Tax Planning
Webinars
pate703pate703   September 06, 2012
(Updated: September 06, 2012)
5.0
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Excellent!

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Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012
Webinars
pate703pate703   August 13, 2012
(Updated: August 13, 2012)
5.0
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excellent!

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Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012
Webinars
pate703pate703   July 09, 2012
(Updated: July 09, 2012)
5.0
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Excellent, per usual

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Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update
Webinars
pate703pate703   July 05, 2012
(Updated: July 05, 2012)
5.0
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Very helpful!

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Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012
Webinars
pate703pate703   April 09, 2012
(Updated: April 09, 2012)
5.0
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Awareness, Stickiness And Leads: How RIAs Can Use Social Media Compliantly
Webinars
pate703pate703   February 23, 2012
(Updated: February 23, 2012)
5.0
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Preparing For The Worst: Managing Your Clients In A Bear Market
Webinars
pate703pate703   July 16, 2009
(Updated: July 16, 2009)
5.0
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Preparing For The Worst: Managing Your Clients In A Bear Market
Webinars
pate703pate703   July 16, 2009
(Updated: July 16, 2009)
5.0
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14 results - showing 1 - 14