Reviews written by ahauschild@heritagefinservices.com

12 results - showing 1 - 12  
 
 
EARN Act (aka SECURE 2.0) Upends Retirement Planning; Bob Keebler’s Monthly Tax And Financial Planning Course, Jan. 2023
Webinars
ahauschild@heritagefinservices.comahauschild@heritagefinservices.com   January 18, 2023
10
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15 Timely Tax Planning Concepts For 2023, Bob Keebler's December 2022 Update
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ahauschild@heritagefinservices.comahauschild@heritagefinservices.com   December 14, 2022
10
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Bond Fund Alternatives To Consider In A Low-Rate, High Inflation Economy: An Update
Webinars
ahauschild@heritagefinservices.comahauschild@heritagefinservices.com   December 05, 2022
3.0
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You basically talked about how a spreadsheet works using 100 year averages. No ideas in today's world. The stuff covered was incredibly basic. I was...

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As Inflation Raises Recession Fears, Fritz Meyer Reviews May 2022 Financial Economic Conditions
Webinars
ahauschild@heritagefinservices.comahauschild@heritagefinservices.com   May 02, 2022
8.0
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Fritz used 20x, 22x, and 24x multiple PE ratios to estimate previous S&P500 valuations that were quite rosy It was replaced with 16x, 17x, 18x, 19x, and 20x multiples...

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Roth Conversion Considerations; Robert Keebler
Webinars
ahauschild@heritagefinservices.comahauschild@heritagefinservices.com   April 13, 2022
10
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2021 Year-End Tax Planning Strategies
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ahauschild@heritagefinservices.comahauschild@heritagefinservices.com   September 22, 2021
10
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great info on tax laws

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Tracking The Recovery; Fritz Meyer Economic Update, May 2021
Webinars
ahauschild@heritagefinservices.comahauschild@heritagefinservices.com   May 10, 2021
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A First Draft Of Financial History And CE Credit: Fritz Meyer Economic Update, March 2021
Webinars
ahauschild@heritagefinservices.comahauschild@heritagefinservices.com   March 08, 2021
10
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Optimizing Withdrawals From Taxable Portfolios
Webinars
ahauschild@heritagefinservices.comahauschild@heritagefinservices.com   February 23, 2021
6.0
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2021 Outlook, CE For Financial Professionals Only
Webinars
ahauschild@heritagefinservices.comahauschild@heritagefinservices.com   January 11, 2021
10
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Paycheck Protection Program, Round II
Webinars
ahauschild@heritagefinservices.comahauschild@heritagefinservices.com   December 22, 2020
10
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Continuing Education And News Analysis For Financial Planners
Webinars
ahauschild@heritagefinservices.comahauschild@heritagefinservices.com   December 07, 2020
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12 results - showing 1 - 12