Reviews written by Roselyn Wilkinson

20 results - showing 1 - 20  
 
 
CPI-Adjusted COLAs In Retirement Income Distribution Portfolios; Craig Israelsen, June 2023
Webinars
Roselyn WilkinsonRoselyn Wilkinson   June 14, 2023
7.0
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Analyzing Bear Markets, Craig Israelsen, October 2022
Webinars
Roselyn WilkinsonRoselyn Wilkinson   October 11, 2022
9.0
Average Attendee Rating
Poor Average Excellent

It's helpful to reinforce the message.

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IRS Notice 2022-6 Sharply Hikes Distributions From Qualified Plans Pre-59½, Robert Keebler's February Webinar
Webinars
Roselyn WilkinsonRoselyn Wilkinson   February 16, 2022
7.0
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Asset Class Rotation On And Off The Efficient Frontier, 2001-2020, Craig Israelsen's August CE Webinar
Webinars
Roselyn WilkinsonRoselyn Wilkinson   August 25, 2021
9.0
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The Coronavirus Crisis, Managing Cash, And Rebalancing
Webinars
Roselyn WilkinsonRoselyn Wilkinson   March 25, 2020
9.0
Average Attendee Rating
Poor Average Excellent

I always appreciate his presentations.

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Giving Retirement Clients Facts And Reasons For Hope
Webinars
Roselyn WilkinsonRoselyn Wilkinson   February 19, 2020
8.0
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2019 Year-End Tax Planning Guidance For Investment Advisers
Webinars
Roselyn WilkinsonRoselyn Wilkinson   October 16, 2019
4.0
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Estate Taxation Of IRAs And Qualified Plans For RIAs
Webinars
Roselyn WilkinsonRoselyn Wilkinson   May 30, 2018
4.0
Average Attendee Rating
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I don't think he's slides are very good....

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Inflation And Asset Performance: A 92-Year Review
Webinars
Roselyn WilkinsonRoselyn Wilkinson   February 21, 2018
(Updated: February 21, 2018)
5.0
Average Attendee Rating
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It was good.

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What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
Webinars
Roselyn WilkinsonRoselyn Wilkinson   July 19, 2017
(Updated: July 19, 2017)
5.0
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Capitalizing On Your Competitive Advantage Of Advising On A Low-Cost Diversified Core Portfolio
Webinars
Roselyn WilkinsonRoselyn Wilkinson   June 28, 2017
(Updated: June 28, 2017)
4.0
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Portfolio Survival With A Fixed Or CPI-Indexed COLA, Or RMD-Based Withdrawals
Webinars
Roselyn WilkinsonRoselyn Wilkinson   February 22, 2017
(Updated: February 22, 2017)
5.0
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A Simple New Approach To Retirement Income Planning
Webinars
Roselyn WilkinsonRoselyn Wilkinson   May 12, 2016
(Updated: May 12, 2016)
5.0
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IRAs And Roth IRAs After A Client Dies
Webinars
Roselyn WilkinsonRoselyn Wilkinson   March 30, 2016
(Updated: March 30, 2016)
4.0
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2015 Asset-Class Performance Versus 5-, 10-, and 15-Year Periods
Webinars
Roselyn WilkinsonRoselyn Wilkinson   January 27, 2016
(Updated: January 27, 2016)
5.0
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Very good.

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The Math Of Retirement
Webinars
Roselyn WilkinsonRoselyn Wilkinson   December 03, 2015
(Updated: December 03, 2015)
5.0
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Craig Israelsen Special Market Coverage
Webinars
Roselyn WilkinsonRoselyn Wilkinson   August 24, 2015
(Updated: August 24, 2015)
5.0
Average Attendee Rating
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Great!

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2015 Tax Traps, Tips, And Tricks For Investment Advisers
Webinars
Roselyn WilkinsonRoselyn Wilkinson   February 26, 2015
(Updated: February 26, 2015)
3.0
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The Investment Accident Waiting To Happen
Webinars
Roselyn WilkinsonRoselyn Wilkinson   January 15, 2015
(Updated: January 15, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

I'm a big fan of Craig's model.

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Inflation And Asset Performance
Webinars
Roselyn WilkinsonRoselyn Wilkinson   April 03, 2014
(Updated: April 03, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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20 results - showing 1 - 20