Reviews written by jenn@petrafinancial.com

12 results - showing 1 - 12  
 
 
Optimizing Social Security Income Payments
Webinars
jenn@petrafinancial.comjenn@petrafinancial.com   November 29, 2023
8.0
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EARN Act (aka SECURE 2.0) Upends Retirement Planning; Bob Keebler’s Monthly Tax And Financial Planning Course, Jan. 2023
Webinars
jenn@petrafinancial.comjenn@petrafinancial.com   January 18, 2023
10
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15 Timely Tax Planning Concepts For 2023, Bob Keebler's December 2022 Update
Webinars
jenn@petrafinancial.comjenn@petrafinancial.com   December 14, 2022
10
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How The Midterm Elections Changed Year-End Capital Gains Tax Planning, Bob Keebler, Nov 2022
Webinars
jenn@petrafinancial.comjenn@petrafinancial.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
jenn@petrafinancial.comjenn@petrafinancial.com   September 21, 2022
10
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Latest Estate & Income Tax Planning Strategies For 2022
Webinars
jenn@petrafinancial.comjenn@petrafinancial.com   May 09, 2022
10
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I think Paul is a good presenter. It just seems like the webinar was geared towards estate planning attorneys more than to financial advisors. There is certainly some overlap of...

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Roth Conversion Considerations; Robert Keebler
Webinars
jenn@petrafinancial.comjenn@petrafinancial.com   April 13, 2022
10
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Good info

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LTC Funding: How To Compare Standalone LTCI, Hybrid Policies, LTC Riders, and LTC-Enhanced Life Income, Class 2
Webinars
jenn@petrafinancial.comjenn@petrafinancial.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
jenn@petrafinancial.comjenn@petrafinancial.com   March 21, 2022
6.0
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Large-IRA Tax & Financial Planning Strategies; Robert Keebler, March 2022
Webinars
jenn@petrafinancial.comjenn@petrafinancial.com   March 16, 2022
10
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I thought Bob did a great job getting through a ton of material in a short period of time, but there were definitely things that i was still trying to...

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IRS Notice 2022-6 Sharply Hikes Distributions From Qualified Plans Pre-59½, Robert Keebler's February Webinar
Webinars
jenn@petrafinancial.comjenn@petrafinancial.com   February 16, 2022
10
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It was good. I didn’t even realize there was a change

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Panic Protection Session: Current Financial Economic Conditions Amid The Stock Market Correction
Webinars
jenn@petrafinancial.comjenn@petrafinancial.com   January 27, 2022
10
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good to get the data in perspective

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12 results - showing 1 - 12