Reviews written by chance

45 results - showing 1 - 25  
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A Crossroad In The Post-Covid Economic Era
Webinars
chancechance   November 06, 2023
10
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Tax Planning For The Sale Of A Business, Bob Keebler’s Monthly Tax & Financial Planning Course, March. 2023
Webinars
chancechance   March 15, 2023
9.0
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Bob Keebler’s Monthly Tax & Financial Planning Course, Feb. 2023: Five Must Know Strategies For 2023
Webinars
chancechance   February 15, 2023
10
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Fritz Meyer Economic Update, February 2023
Webinars
chancechance   February 13, 2023
10
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Fritz Meyer Economic Update, August 2019
Webinars
chancechance   August 12, 2019
5.0
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IRA Life Expectancy Payout Changes Require Urgency
Webinars
chancechance   May 22, 2019
5.0
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Fritz Meyer Breaking News CE Webinar: Bear Market 2018
Webinars
chancechance   December 25, 2018
5.0
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Great info - timely!

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Strategies Spawned By TCJA
Webinars
chancechance   April 11, 2018
5.0
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Great!

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Dr. Ed Yardeni On Predicting The Markets
Webinars
chancechance   March 13, 2018
4.0
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Insightful presentation - thanks

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2018 Tax Planning For Advisors, Two Credits
Webinars
chancechance   February 07, 2018
(Updated: February 07, 2018)
5.0
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Fritz Meyer Economic Update, November 2017
Webinars
chancechance   November 13, 2017
(Updated: November 13, 2017)
5.0
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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
chancechance   June 04, 2017
(Updated: June 04, 2017)
3.0
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Is was very, very basic...

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Fritz Meyer Economic Update, May 2017
Webinars
chancechance   May 08, 2017
(Updated: May 08, 2017)
5.0
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Limitations Of Popular Financial Planning Software Applications For Professionals
Webinars
chancechance   February 07, 2017
(Updated: February 07, 2017)
4.0
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A Financial Advisor's Guide To College Funding
Webinars
chancechance   May 05, 2016
(Updated: May 05, 2016)
4.0
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LEARN, COMMIT, SUSTAIN: Client Education And Retention
Webinars
chancechance   August 20, 2015
(Updated: August 20, 2015)
5.0
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very good

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Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits
Webinars
chancechance   January 12, 2015
(Updated: January 12, 2015)
5.0
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Great!

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Optimizing Social Security Claims In Retirement Income Planning
Webinars
chancechance   October 16, 2014
(Updated: October 16, 2014)
4.0
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It contained useful and relevant info

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Fritz Meyer's Third Quarter Roundup On Economics And Investments -- Two CE Credits
Webinars
chancechance   July 07, 2014
(Updated: July 07, 2014)
5.0
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Review

5

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Index Versus Actively-Managed Fund Portfolios; Results Of A Study For Long-Term Investors
Webinars
chancechance   October 31, 2013
(Updated: October 31, 2013)
5.0
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-

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A Financial Advisor’s Guide To Maximizing IRAs
Webinars
chancechance   September 26, 2013
(Updated: September 26, 2013)
5.0
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-

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Year-End Tax Planning Strategies
Webinars
chancechance   August 15, 2013
(Updated: August 15, 2013)
5.0
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-

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Attributes Of Major Asset Classes And Associated Behavioral Finance Issues
Webinars
chancechance   July 18, 2013
(Updated: July 18, 2013)
5.0
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Great stuff!

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Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2012
Webinars
chancechance   November 12, 2012
(Updated: November 12, 2012)
5.0
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-

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Portfolio Design, Asset-Class Performance And Correlations And Rebalancing
Webinars
chancechance   November 08, 2012
(Updated: November 08, 2012)
5.0
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-

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45 results - showing 1 - 25  
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