Reviews written by MTDwyer

25 results - showing 1 - 25  
 
 
It's A Bad Time To Retire; How To Manage Expectations Of Investors About To Retire Or Who Retired Post-Pandemic
Webinars
MTDwyerMTDwyer   May 23, 2023
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Despite Aggressive Fed Tightening, A Controlled Landing Is Likely, Fritz Meyer Economic Update, Jan. 2023
Webinars
MTDwyerMTDwyer   January 09, 2023
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Key Variables In Retirement Portfolio Analysis, Craig Israelsen, March 2022
Webinars
MTDwyerMTDwyer   March 30, 2022
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
LTC Funding: How To Compare Standalone LTCI, Hybrid Policies, LTC Riders, and LTC-Enhanced Life Income, Class 2
Webinars
MTDwyerMTDwyer   March 28, 2022
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Large-IRA Tax & Financial Planning Strategies; Robert Keebler, March 2022
Webinars
MTDwyerMTDwyer   March 16, 2022
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
Webinars
MTDwyerMTDwyer   January 12, 2021
10
Average Attendee Rating
Poor Average Excellent

extremely informative and well thought out, looking forward to getting the slides

Read Review Comments (0)
Talking With Clients About The Next Bear Market
Webinars
MTDwyerMTDwyer   August 28, 2019
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Fritz Meyer Economic Update, May 2019
Webinars
MTDwyerMTDwyer   May 13, 2019
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Trust & Estate Planning For IAs And Financial Planners
Webinars
MTDwyerMTDwyer   April 10, 2019
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Fritz Meyer Economic Update, March 2019
Webinars
MTDwyerMTDwyer   March 11, 2019
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Fritz Meyer Economic Update, February 2019
Webinars
MTDwyerMTDwyer   February 11, 2019
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Fritz Meyer Breaking News CE Webinar: Bear Market 2018
Webinars
MTDwyerMTDwyer   December 25, 2018
5.0
Average Attendee Rating
Poor Average Excellent

It was very informative and useful especially given the current market volatility.

Read Review Comments (0)
An Epoch Journey: 33 Investor Life-Cycles Since 1926
Webinars
MTDwyerMTDwyer   June 27, 2018
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Fritz Meyer Quarterly Economic Update, April 2018 (Two Credits)
Webinars
MTDwyerMTDwyer   April 09, 2018
5.0
Average Attendee Rating
Poor Average Excellent

These presentations are always invaluable to my practice.

Read Review Comments (0)
Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
Webinars
MTDwyerMTDwyer   January 09, 2017
(Updated: January 09, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

EXCELLENT

Read Review Comments (0)
Inflation And Investing Since 1970
Webinars
MTDwyerMTDwyer   September 28, 2016
(Updated: September 28, 2016)
4.0
Average Attendee Rating
Poor Average Excellent

very informative

Read Review Comments (0)
2016 Year-End Tax Planning For Investment Advisors
Webinars
MTDwyerMTDwyer   August 25, 2016
(Updated: August 25, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

very informative and thought provoking

Read Review Comments (0)
Fritz Meyer Economic And Investment Update, May 2016
Webinars
MTDwyerMTDwyer   May 09, 2016
(Updated: May 09, 2016)
4.0
Average Attendee Rating
Poor Average Excellent

very good

Read Review Comments (0)
Retirement Portfolio Torture Test, 1970-2015
Webinars
MTDwyerMTDwyer   April 27, 2016
(Updated: April 27, 2016)
1.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Fritz Meyer's 1Q2016 Roundup (2 CPE credits)
Webinars
MTDwyerMTDwyer   April 11, 2016
(Updated: April 11, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
10 Action Areas For CCOs
Webinars
MTDwyerMTDwyer   October 29, 2015
(Updated: October 29, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

I thought it was very succinct and extremely relative presentation.

Read Review Comments (0)
Betterment Institutional Webinar
Webinars
MTDwyerMTDwyer   October 15, 2015
(Updated: October 15, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Very Good

Read Review Comments (0)
LEARN, COMMIT, SUSTAIN: Client Education And Retention
Webinars
MTDwyerMTDwyer   August 20, 2015
(Updated: August 20, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

I like Craig Israelsen, his Philosophy is back tested and sound

Read Review Comments (0)
Fritz Meyer Economic And Investment Update, March 2015
Webinars
MTDwyerMTDwyer   March 09, 2015
(Updated: March 09, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
2015 Tax Traps, Tips, And Tricks For Investment Advisers
Webinars
MTDwyerMTDwyer   February 26, 2015
(Updated: February 26, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

very informative,

Read Review Comments (0)
25 results - showing 1 - 25