Reviews written by sfiadjoe

25 results - showing 1 - 25  
 
 
How The New Tax Law Affects Year-End Planning
Webinars
sfiadjoesfiadjoe   November 01, 2017
(Updated: November 01, 2017)
5.0
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How Trump Tax Reform Proposal Alters Year-End Tax Planning
Webinars
sfiadjoesfiadjoe   September 27, 2017
(Updated: September 27, 2017)
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When Is It Best To Invest? A Review Over 37 Years
Webinars
sfiadjoesfiadjoe   September 26, 2017
(Updated: September 26, 2017)
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Fritz Meyer Economic Update, September 2017
Webinars
sfiadjoesfiadjoe   September 11, 2017
(Updated: September 11, 2017)
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2017 Year-End Tax Planning Guidance For Investment Advisors
Webinars
sfiadjoesfiadjoe   August 30, 2017
(Updated: August 30, 2017)
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Shifts In The Efficient Frontier Over The Decades
Webinars
sfiadjoesfiadjoe   August 23, 2017
(Updated: August 23, 2017)
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Minimizing Estate Taxes Of UHNWIs
Webinars
sfiadjoesfiadjoe   July 18, 2017
(Updated: July 18, 2017)
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College Funding Techniques For Advisors
Webinars
sfiadjoesfiadjoe   April 19, 2017
(Updated: April 19, 2017)
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Low-Expense Portfolio Design For RIAs
Webinars
sfiadjoesfiadjoe   January 25, 2017
(Updated: January 25, 2017)
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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
Webinars
sfiadjoesfiadjoe   January 09, 2017
(Updated: January 09, 2017)
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2016 Estate And Gift Tax Class For Financial Advisors
Webinars
sfiadjoesfiadjoe   July 21, 2016
(Updated: July 21, 2016)
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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
sfiadjoesfiadjoe   May 24, 2016
(Updated: May 24, 2016)
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Fritz Meyer Economic And Investment Update, May 2016
Webinars
sfiadjoesfiadjoe   May 09, 2016
(Updated: May 09, 2016)
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Informative

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Retirement Portfolio Torture Test, 1970-2015
Webinars
sfiadjoesfiadjoe   April 27, 2016
(Updated: April 27, 2016)
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Preparing 1040s: What Financial Advisors Must Know (2 CE credits)
Webinars
sfiadjoesfiadjoe   January 28, 2016
(Updated: January 28, 2016)
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Very informative. I will definitely watch the recorded video later.

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2015 Asset-Class Performance Versus 5-, 10-, and 15-Year Periods
Webinars
sfiadjoesfiadjoe   January 27, 2016
(Updated: January 27, 2016)
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Fritz Meyer's 4Q2015 Roundup (2 CPE credits)
Webinars
sfiadjoesfiadjoe   January 11, 2016
(Updated: January 11, 2016)
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What Markets Are Completely Missing About 2016
Webinars
sfiadjoesfiadjoe   January 07, 2016
(Updated: January 07, 2016)
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very informative

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Fritz Meyer Economic And Investment Update, December 2015
Webinars
sfiadjoesfiadjoe   December 07, 2015
(Updated: December 07, 2015)
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excellent!

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The Math Of Retirement
Webinars
sfiadjoesfiadjoe   December 03, 2015
(Updated: December 03, 2015)
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very informative

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Estate Plans Of The Rich And Famous
Webinars
sfiadjoesfiadjoe   November 19, 2015
(Updated: November 19, 2015)
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Fritz Meyer Economic And Investment Update, November 2015
Webinars
sfiadjoesfiadjoe   November 09, 2015
(Updated: November 09, 2015)
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Betterment Institutional Webinar
Webinars
sfiadjoesfiadjoe   October 15, 2015
(Updated: October 15, 2015)
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Excellent

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China's Great Crash: Implications For The World Economy
Webinars
sfiadjoesfiadjoe   August 26, 2015
(Updated: August 26, 2015)
4.0
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Best Practices For Financial Planners In Minimizing Estate Tax
Webinars
sfiadjoesfiadjoe   July 30, 2015
(Updated: July 30, 2015)
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25 results - showing 1 - 25