Reviews written by kajuntwin

31 results - showing 1 - 25  
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2018 Year-End Tax Guidance For Investment Advisers
Webinars
kajuntwinkajuntwin   September 19, 2018
5.0
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Fritz Meyer Economic Update, March 2017
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kajuntwinkajuntwin   March 13, 2017
(Updated: March 13, 2017)
5.0
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Fritz Meyer Economic Update, November 2016
Webinars
kajuntwinkajuntwin   November 07, 2016
(Updated: November 07, 2016)
5.0
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Fritz Meyer Economic And Investment Update, June 2016
Webinars
kajuntwinkajuntwin   June 13, 2016
(Updated: June 13, 2016)
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A Simple New Approach To Retirement Income Planning
Webinars
kajuntwinkajuntwin   May 12, 2016
(Updated: May 12, 2016)
3.0
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To much research references. Could have gotten his point across with 4-5 pages of references. Other than that good presentation

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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)
Webinars
kajuntwinkajuntwin   April 11, 2016
(Updated: April 11, 2016)
5.0
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As usual great timely info

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IRAs And Roth IRAs After A Client Dies
Webinars
kajuntwinkajuntwin   March 30, 2016
(Updated: March 30, 2016)
5.0
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Great Info!

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2016 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
kajuntwinkajuntwin   February 25, 2016
(Updated: February 25, 2016)
5.0
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As always, great timely content

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Technology, Financial Professionals, And Client Engagement
Webinars
kajuntwinkajuntwin   February 18, 2016
(Updated: February 18, 2016)
5.0
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2015 Asset-Class Performance Versus 5-, 10-, and 15-Year Periods
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kajuntwinkajuntwin   January 27, 2016
(Updated: January 27, 2016)
5.0
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2016 Global Market Outlook With Russell Investments
Webinars
kajuntwinkajuntwin   January 21, 2016
(Updated: January 21, 2016)
5.0
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Fritz Meyer's 4Q2015 Roundup (2 CPE credits)
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kajuntwinkajuntwin   January 11, 2016
(Updated: January 11, 2016)
5.0
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Business-Owner Tax Rules Investment Advisors Must Know About For 2016
Webinars
kajuntwinkajuntwin   October 01, 2015
(Updated: October 01, 2015)
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LEARN, COMMIT, SUSTAIN: Client Education And Retention
Webinars
kajuntwinkajuntwin   August 20, 2015
(Updated: August 20, 2015)
5.0
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Great info!

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Fritz Meyer Economic And Investment Update, March 2015
Webinars
kajuntwinkajuntwin   March 09, 2015
(Updated: March 09, 2015)
5.0
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Fritz Meyer's Monthly Economic Update And Investment Outlook For May 2013
Webinars
kajuntwinkajuntwin   May 13, 2013
(Updated: May 13, 2013)
5.0
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How A Fee-Only RIA Can Advise Clients On Existing Annuities
Webinars
kajuntwinkajuntwin   March 21, 2013
(Updated: March 21, 2013)
5.0
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Fritz Meyer's Monthly Economic Update And Investment Outlook For March 2013
Webinars
kajuntwinkajuntwin   March 11, 2013
(Updated: March 11, 2013)
5.0
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Fritz Meyer's Monthly Economic Update And Investment Outlook For February 2013
Webinars
kajuntwinkajuntwin   February 11, 2013
(Updated: February 11, 2013)
5.0
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With Interest Rates Expected To Rise, Should You Avoid Bonds?
Webinars
kajuntwinkajuntwin   January 24, 2013
(Updated: January 24, 2013)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012
Webinars
kajuntwinkajuntwin   August 13, 2012
(Updated: August 13, 2012)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012
Webinars
kajuntwinkajuntwin   July 09, 2012
(Updated: July 09, 2012)
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Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning
Webinars
kajuntwinkajuntwin   June 14, 2012
(Updated: June 14, 2012)
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Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012
Webinars
kajuntwinkajuntwin   May 07, 2012
(Updated: May 07, 2012)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012
Webinars
kajuntwinkajuntwin   April 09, 2012
(Updated: April 09, 2012)
5.0
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As usual, great timely info!!

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31 results - showing 1 - 25  
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