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Reviews written by barryk@moderawealth.com

18 results - showing 1 - 18  
 
 
Improving Your Life Insurance Due Diligence Process
Webinars
barryk@moderawealth.combarryk@moderawealth.com   February 27, 2024
5.0
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Too much pie in the sky "What I'd like to see" and not enough how to actually provide due diligence

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Tax And Financial Planning For Doctors And Dentists, Class 2 of 2
Webinars
barryk@moderawealth.combarryk@moderawealth.com   November 01, 2023
10
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As someone who used to be a practicing Dentist, pretty darn good.

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Bob Keebler’s Monthly Tax & Financial Planning Course, Feb. 2023: Five Must Know Strategies For 2023
Webinars
barryk@moderawealth.combarryk@moderawealth.com   February 15, 2023
10
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How The Midterm Elections Changed Year-End Capital Gains Tax Planning, Bob Keebler, Nov 2022
Webinars
barryk@moderawealth.combarryk@moderawealth.com   November 16, 2022
10
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2022 Year-End Planning, Amid Looming Tax Reforms And Stock Market Volatility, Bob Keebler’s September 2022 Tax Class
Webinars
barryk@moderawealth.combarryk@moderawealth.com   September 21, 2022
10
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Advising Families On Form 1041 For Trusts & Estates, Bob Keebler’s August 2022 Tax Class
Webinars
barryk@moderawealth.combarryk@moderawealth.com   August 17, 2022
10
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LTC Funding: How To Compare Standalone LTCI, Hybrid Policies, LTC Riders, and LTC-Enhanced Life Income, Class 2
Webinars
barryk@moderawealth.combarryk@moderawealth.com   March 28, 2022
5.0
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Your Client Received An LTCI Premium Increase Notice. What's Your Advice? LTCI Class 1
Webinars
barryk@moderawealth.combarryk@moderawealth.com   March 21, 2022
5.0
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Glen is bright and knowledgeable but he lost me. I still dont know a useful way to analyze a clients LTCI offer. If the answer is "go to...

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Top Tax And Financial Planning Ideas For 2022, Robert Keebler's January 2022 CE Class
Webinars
barryk@moderawealth.combarryk@moderawealth.com   January 12, 2022
10
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Tax Reform: An Overview And Summary Of What Advisors Must Focus On Now
Webinars
barryk@moderawealth.combarryk@moderawealth.com   December 14, 2021
10
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superb

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Omicron And Inflation Amid A Boom, Fritz Meyer Economic Update, Dec. 2021
Webinars
barryk@moderawealth.combarryk@moderawealth.com   December 12, 2021
9.0
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this was great

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Year End Tax Planning For The Other 99%
Webinars
barryk@moderawealth.combarryk@moderawealth.com   October 20, 2021
9.0
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Trusts & Estates For Investment Advisors And Financial Planners
Webinars
barryk@moderawealth.combarryk@moderawealth.com   July 21, 2021
10
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The Time To Plan For The Tax Wave Of 2021 Is Now
Webinars
barryk@moderawealth.combarryk@moderawealth.com   April 21, 2021
9.0
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How To Stay The Course, Professional Education Class
Webinars
barryk@moderawealth.combarryk@moderawealth.com   March 30, 2021
9.0
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The American Rescue Plan Act Of 2021: What Advisors Need To Know
Webinars
barryk@moderawealth.combarryk@moderawealth.com   March 24, 2021
9.0
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A First Draft Of Financial History And CE Credit: Fritz Meyer Economic Update, March 2021
Webinars
barryk@moderawealth.combarryk@moderawealth.com   March 08, 2021
8.0
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Managing The Coming Capital Gains Tax Hike
Webinars
barryk@moderawealth.combarryk@moderawealth.com   February 17, 2021
8.0
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I was still reading the first poll question adn thinking about it when the poll question got pulled I also think its absurd that we dont get the slides....

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18 results - showing 1 - 18