Reviews written by jayweyers59@gmail.com

28 results - showing 1 - 25  
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2024 Starts Strong; Fritz Meyer, January 2024
Webinars
jayweyers59@gmail.comjayweyers59@gmail.com   January 10, 2024
10
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A Crossroad In The Post-Covid Economic Era
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jayweyers59@gmail.comjayweyers59@gmail.com   November 06, 2023
10
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very informative

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The Boom No One Expected Has Legs; Fritz Meyer, Sept. 2023
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jayweyers59@gmail.comjayweyers59@gmail.com   September 19, 2023
10
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Tax Planning For The Sale Of A Business, Bob Keebler’s Monthly Tax & Financial Planning Course, March. 2023
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jayweyers59@gmail.comjayweyers59@gmail.com   March 15, 2023
10
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Fritz Meyer Economic Update, February 2023
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jayweyers59@gmail.comjayweyers59@gmail.com   February 13, 2023
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Despite Aggressive Fed Tightening, A Controlled Landing Is Likely, Fritz Meyer Economic Update, Jan. 2023
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jayweyers59@gmail.comjayweyers59@gmail.com   January 09, 2023
10
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Fed Charts A Course Amid An Unusual Labor Shortage; Fritz Meyer Economic Update, December 2022
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jayweyers59@gmail.comjayweyers59@gmail.com   December 12, 2022
10
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Bond Fund Alternatives To Consider In A Low-Rate, High Inflation Economy: An Update
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jayweyers59@gmail.comjayweyers59@gmail.com   December 05, 2022
9.0
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Historical Parallels to the COVID-19 Financial Crisis and the Value of Studying Financial History (Class 1 of 2)
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jayweyers59@gmail.comjayweyers59@gmail.com   October 24, 2022
10
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Bracing For A Recession, Fritz Meyer Economic Update, October 2022
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jayweyers59@gmail.comjayweyers59@gmail.com   October 17, 2022
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Analyzing Bear Markets, Craig Israelsen, October 2022
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jayweyers59@gmail.comjayweyers59@gmail.com   October 11, 2022
10
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great stuff

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2022 Year-End Planning, Amid Looming Tax Reforms And Stock Market Volatility, Bob Keebler’s September 2022 Tax Class
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jayweyers59@gmail.comjayweyers59@gmail.com   September 21, 2022
10
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Great to hear Bob's insights

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A Pivotal Moment In Economic History; Fritz Meyer Economic Update, September 2022
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jayweyers59@gmail.comjayweyers59@gmail.com   September 12, 2022
9.0
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Latest Estate & Income Tax Planning Strategies For 2022
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jayweyers59@gmail.comjayweyers59@gmail.com   May 09, 2022
9.0
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good insights

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Inflation Buster Portfolios
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jayweyers59@gmail.comjayweyers59@gmail.com   April 26, 2022
10
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interesting perspective

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Large-IRA Tax & Financial Planning Strategies; Robert Keebler, March 2022
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jayweyers59@gmail.comjayweyers59@gmail.com   March 16, 2022
10
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I appreciated Bob's real world examples as he went through the highly technical information.

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IRS Notice 2022-6 Sharply Hikes Distributions From Qualified Plans Pre-59½, Robert Keebler's February Webinar
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jayweyers59@gmail.comjayweyers59@gmail.com   February 16, 2022
10
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It was great, I have a couple of clients who will be impacted by this information.

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The 2022 Outlook Is For Wage Inflation, Slowing Earnings Fed Tightening But Strong GDP Growth; Fritz Meyer's CE Class, Feb. 2022
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jayweyers59@gmail.comjayweyers59@gmail.com   February 14, 2022
10
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excellent

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50 Years Of Asset Class Performance History; Craig Israelsen's January 2022, CE Class
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jayweyers59@gmail.comjayweyers59@gmail.com   January 26, 2022
9.0
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good review

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Inflation Risk, Fed Policy, Amid A Boom; Fritz Meyer's Monthly CE Class, January 2022
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jayweyers59@gmail.comjayweyers59@gmail.com   January 10, 2022
9.0
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very well prepared and presented

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2021 Tax Planning Continuing Professional Education
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jayweyers59@gmail.comjayweyers59@gmail.com   January 20, 2021
8.0
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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
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jayweyers59@gmail.comjayweyers59@gmail.com   January 12, 2021
6.0
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2021 Outlook, CE For Financial Professionals Only
Webinars
jayweyers59@gmail.comjayweyers59@gmail.com   January 11, 2021
9.0
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Very helpful in sorting through all of the noise

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The Shape Of The Recovery; Fritz Meyer, November 2020
Webinars
jayweyers59@gmail.comjayweyers59@gmail.com   November 09, 2020
9.0
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very timely

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2020 Behavioral Finance Webinar Series For Financial Advisors
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jayweyers59@gmail.comjayweyers59@gmail.com   August 03, 2020
9.0
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very interesting, would like to learn more.

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28 results - showing 1 - 25  
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