Reviews written by patton

77 results - showing 1 - 25  
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Fundamentals of Fiduciary Taxation Form 1041 – For 2022 Returns
Webinars
pattonpatton   May 02, 2023
10
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Excellent

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Is Volatility The Same As Risk? Craig Israelsen’s Portfolio Design CE Course, April 2023
Webinars
pattonpatton   April 18, 2023
10
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Excellent

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How Risk Of Bank Failures Affects U.S. Economic Outlook; Fritz Meyer Economic Update, March 2023
Webinars
pattonpatton   March 22, 2023
10
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Excellent

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Tax Planning For The Sale Of A Business, Bob Keebler’s Monthly Tax & Financial Planning Course, March. 2023
Webinars
pattonpatton   March 15, 2023
10
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Excellent

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Bob Keebler’s Monthly Tax & Financial Planning Course, Feb. 2023: Five Must Know Strategies For 2023
Webinars
pattonpatton   February 15, 2023
10
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Excellent

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Fritz Meyer Economic Update, February 2023
Webinars
pattonpatton   February 13, 2023
10
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Excellent

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Despite Aggressive Fed Tightening, A Controlled Landing Is Likely, Fritz Meyer Economic Update, Jan. 2023
Webinars
pattonpatton   January 09, 2023
10
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Excellent

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The Role Of Psychology, According To Organizations Certifying Financial Advisor Professionals
Webinars
pattonpatton   December 18, 2022
10
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Excellent

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15 Timely Tax Planning Concepts For 2023, Bob Keebler's December 2022 Update
Webinars
pattonpatton   December 14, 2022
10
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Excellent

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How The Midterm Elections Changed Year-End Capital Gains Tax Planning, Bob Keebler, Nov 2022
Webinars
pattonpatton   November 16, 2022
10
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Excellent

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Best Fixed-Income Funds For Managing Diversified Portfolios; Craig Israelsen's Portfolio Management Course, Nov 2022
Webinars
pattonpatton   November 15, 2022
10
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Very interesting

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Tax Planning for Real Estate, Bob Keebler’s October 2022 Tax Class
Webinars
pattonpatton   October 26, 2022
10
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Excellent

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Tax Planning for Real Estate, Bob Keebler’s October 2022 Tax Class
Webinars
pattonpatton   October 26, 2022
10
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Excellent

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Historical Parallels to the COVID-19 Financial Crisis and the Value of Studying Financial History (Class 1 of 2)
Webinars
pattonpatton   October 24, 2022
9.0
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Very good

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Analyzing Bear Markets, Craig Israelsen, October 2022
Webinars
pattonpatton   October 11, 2022
10
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Excellent

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2022 Year-End Planning, Amid Looming Tax Reforms And Stock Market Volatility, Bob Keebler’s September 2022 Tax Class
Webinars
pattonpatton   September 21, 2022
10
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Excellent

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Advising Families On Form 1041 For Trusts & Estates, Bob Keebler’s August 2022 Tax Class
Webinars
pattonpatton   August 17, 2022
10
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Excellent

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Focusing On What's Important Amid Multiple Economic Anomalies, Fritz Meyer Economic Update, August 2022
Webinars
pattonpatton   August 08, 2022
10
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Excellent

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Two Rules of Volatility, Craig Israelsen, August 2022
Webinars
pattonpatton   August 02, 2022
10
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Excellent

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IRAs At Death And Beyond, Bob Keebler’s July 2022 Tax Class
Webinars
pattonpatton   July 20, 2022
10
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Excellent

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A First Draft Of Financial History And CE Credit: Fritz Meyer Economic Update, March 2021
Webinars
pattonpatton   March 08, 2021
10
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Very good

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Investment Professional CE, Fritz Meyer, Feb. 2021
Webinars
pattonpatton   February 08, 2021
10
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Very good

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51 Year Risk, Return, And Correlation Data On Seven Core Asset Classes
Webinars
pattonpatton   January 25, 2021
10
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Excellent

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2021 Tax Planning Continuing Professional Education
Webinars
pattonpatton   January 20, 2021
10
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Excellent

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Redesigning Portfolios Built For Accumulation To Work In The Decumulation Phase
Webinars
pattonpatton   December 15, 2020
10
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Excellent

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77 results - showing 1 - 25  
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