Reviews written by Julia

27 results - showing 1 - 25  
« »  
 
Amid Heightened Fears, Core Concepts To Remind Clients; Craig Israelsen’s Portfolio Design CE Course, March 2023
Webinars
JuliaJulia   March 21, 2023
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Tax Planning For The Sale Of A Business, Bob Keebler’s Monthly Tax & Financial Planning Course, March. 2023
Webinars
JuliaJulia   March 15, 2023
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
50-Year Statistical History On A Seven-Asset Diversified Portfolio, Craig Israelsen’s Portfolio Management CE Course
Webinars
JuliaJulia   January 24, 2023
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
GDP Pickup Expected In Fourth Quarter; Fritz Meyer Economic Update, October 2021
Webinars
JuliaJulia   October 11, 2021
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
2021 Year-End Tax Planning Strategies
Webinars
JuliaJulia   September 22, 2021
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Are Stocks Overpriced? Fritz Meyer Economic Update, September 2021
Webinars
JuliaJulia   September 13, 2021
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
What's Driving Stocks To Record Highs? Fritz Meyer, Financial Economics CE Live
Webinars
JuliaJulia   April 12, 2021
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
How To Stay The Course, Professional Education Class
Webinars
JuliaJulia   March 30, 2021
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
The American Rescue Plan Act Of 2021: What Advisors Need To Know
Webinars
JuliaJulia   March 24, 2021
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
A First Draft Of Financial History And CE Credit: Fritz Meyer Economic Update, March 2021
Webinars
JuliaJulia   March 08, 2021
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Optimizing Withdrawals From Taxable Portfolios
Webinars
JuliaJulia   February 23, 2021
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Managing The Coming Capital Gains Tax Hike
Webinars
JuliaJulia   February 17, 2021
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
51 Year Risk, Return, And Correlation Data On Seven Core Asset Classes
Webinars
JuliaJulia   January 25, 2021
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
2021 Outlook, CE For Financial Professionals Only
Webinars
JuliaJulia   January 11, 2021
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Paycheck Protection Program, Round II
Webinars
JuliaJulia   December 22, 2020
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Continuing Education And News Analysis For Financial Planners
Webinars
JuliaJulia   December 07, 2020
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Three Retirement Income Withdrawal Techniques For Roth And Taxable Accounts
Webinars
JuliaJulia   November 18, 2020
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Urgent Planning Considerations In Light Of A Biden Administration
Webinars
JuliaJulia   November 16, 2020
10
Average Attendee Rating
Poor Average Excellent

It's great to have additional information, but I end up feeling like I can't leave when things run long (which is the norm).

Read Review Comments (0)
2020 Post-Election Tax Planning CE For Professionals
Webinars
JuliaJulia   November 11, 2020
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
The Shape Of The Recovery; Fritz Meyer, November 2020
Webinars
JuliaJulia   November 09, 2020
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
RIA Regulatory Priorities & Inspection Deficiencies
Webinars
JuliaJulia   October 13, 2020
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Year-End Tax Planning 2020 CPE With Robert Keebler
Webinars
JuliaJulia   September 09, 2020
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Estate & Asset Protection Problems Arising Amid Covid
Webinars
JuliaJulia   August 23, 2020
10
Average Attendee Rating
Poor Average Excellent

I especially appreciated that you kept going through the tech challenges.

Read Review Comments (0)
Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
JuliaJulia   April 13, 2020
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Best Financial & Tax Planning Ideas For 2019
Webinars
JuliaJulia   January 21, 2019
5.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
27 results - showing 1 - 25  
« »