Reviews written by kevinl713

30 results - showing 1 - 25  
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Virtual Desktops For Financial Advisors
Webinars
kevinl713kevinl713   April 09, 2015
(Updated: April 09, 2015)
5.0
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Outstanding

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Year-End Tax Planning Strategies For 2014
Webinars
kevinl713kevinl713   September 11, 2014
(Updated: September 11, 2014)
5.0
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Excellant information and timely.

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Making Your RIA GIPS® Compliant
Webinars
kevinl713kevinl713   June 05, 2014
(Updated: June 05, 2014)
5.0
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-

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SEC's New RIA Guidance On Social Media
Webinars
kevinl713kevinl713   May 08, 2014
(Updated: May 08, 2014)
5.0
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Very in depth and informative. Quite eye opening, really.

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Manager Selection And An Update On CFA Institute Initiatives For Advisors
Webinars
kevinl713kevinl713   March 20, 2014
(Updated: March 20, 2014)
5.0
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Very informative

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Fritz Meyer Economic And Investment Update, March 2014
Webinars
kevinl713kevinl713   March 10, 2014
(Updated: March 10, 2014)
4.0
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-

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The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach
Webinars
kevinl713kevinl713   February 06, 2014
(Updated: February 06, 2014)
4.0
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Interesting

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The New Ideas Changing Retirement Income Planning
Webinars
kevinl713kevinl713   January 16, 2014
(Updated: January 16, 2014)
4.0
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See comment above

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2014 Compliance: Are You Ready For An Exam?
Webinars
kevinl713kevinl713   January 09, 2014
(Updated: January 09, 2014)
5.0
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Very insightful. I have a rather small firm and have been audited by the state of Texas three different times in a 10 year span.

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Fritz Meyer Economic & Investment Update, June 2013
Webinars
kevinl713kevinl713   June 10, 2013
(Updated: June 10, 2013)
5.0
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-

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From Efficient To Effective: Building A Multi-Asset Portfolio
Webinars
kevinl713kevinl713   May 09, 2013
(Updated: May 09, 2013)
5.0
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What's The Difference Between A CFA®, CIMA®, CPWA®, CFP®, And CPA/PFS?
Webinars
kevinl713kevinl713   April 25, 2013
(Updated: April 25, 2013)
5.0
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Fritz Meyer's Monthly Economic Update And Investment Outlook For March 2013
Webinars
kevinl713kevinl713   March 11, 2013
(Updated: March 11, 2013)
1.0
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This was a replay of the prior month presentation. The email stated that there was going to be a March update. What the hell happened?

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Why Financial Advisory Practices Fail To Reach Their Full Potential: The E-Myth And Advisors
Webinars
kevinl713kevinl713   January 31, 2013
(Updated: January 31, 2013)
4.0
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Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update
Webinars
kevinl713kevinl713   July 05, 2012
(Updated: July 05, 2012)
4.0
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Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012
Webinars
kevinl713kevinl713   June 07, 2012
(Updated: June 07, 2012)
5.0
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Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012
Webinars
kevinl713kevinl713   June 07, 2012
(Updated: June 07, 2012)
5.0
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The Answer For Today's RIAs Is Active Management, Says Successful RIA-Owner Ken Solow
Webinars
kevinl713kevinl713   May 31, 2012
(Updated: May 31, 2012)
5.0
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Very Informative

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Taxation Of Securities Transactions
Webinars
kevinl713kevinl713   May 10, 2012
(Updated: May 10, 2012)
4.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012
Webinars
kevinl713kevinl713   March 12, 2012
(Updated: March 12, 2012)
5.0
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Income & Estate Tax Strategies For The Year
Webinars
kevinl713kevinl713   February 02, 2012
(Updated: February 02, 2012)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012
Webinars
kevinl713kevinl713   January 09, 2012
(Updated: January 09, 2012)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011
Webinars
kevinl713kevinl713   December 12, 2011
(Updated: December 12, 2011)
5.0
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Delivering And Monetizing Financial Advice Online
Webinars
kevinl713kevinl713   October 20, 2011
(Updated: October 20, 2011)
5.0
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Very Informative about the alternatives that are currently available.

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