Reviews written by JeffA4A

163 results - showing 1 - 25  
« »  
 
Slowing Economy, Growing Productivity, And Rising Stock Prices
Webinars
JeffA4AJeffA4A   March 11, 2024
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
What To Expect In 2024; Fritz Meyer, Feb 2024
Webinars
JeffA4AJeffA4A   February 12, 2024
10
Average Attendee Rating
Poor Average Excellent

Fritz, Fritz, ballroom Fritz!

Read Review Comments (0)
Key Considerations In Real Estate Investments, Class 1 of 4
Webinars
JeffA4AJeffA4A   January 30, 2024
7.0
Average Attendee Rating
Poor Average Excellent

Nice new topic and info

Read Review Comments (0)
2024 Starts Strong; Fritz Meyer, January 2024
Webinars
JeffA4AJeffA4A   January 10, 2024
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Key Concepts To Help Clients As 2024 Begins; Craig Israelsen, December 2023
Webinars
JeffA4AJeffA4A   December 19, 2023
9.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
A Crossroad In The Post-Covid Economic Era
Webinars
JeffA4AJeffA4A   November 06, 2023
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Data Dichotomy; Fritz Meyer Economic Update, April 2023
Webinars
JeffA4AJeffA4A   April 19, 2023
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Tax Planning For The Sale Of A Business, Bob Keebler’s Monthly Tax & Financial Planning Course, March. 2023
Webinars
JeffA4AJeffA4A   March 15, 2023
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Bob Keebler’s Monthly Tax & Financial Planning Course, Feb. 2023: Five Must Know Strategies For 2023
Webinars
JeffA4AJeffA4A   February 15, 2023
8.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Despite Aggressive Fed Tightening, A Controlled Landing Is Likely, Fritz Meyer Economic Update, Jan. 2023
Webinars
JeffA4AJeffA4A   January 09, 2023
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
The Role Of Psychology, According To Organizations Certifying Financial Advisor Professionals
Webinars
JeffA4AJeffA4A   December 18, 2022
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
15 Timely Tax Planning Concepts For 2023, Bob Keebler's December 2022 Update
Webinars
JeffA4AJeffA4A   December 14, 2022
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Bond Fund Alternatives To Consider In A Low-Rate, High Inflation Economy: An Update
Webinars
JeffA4AJeffA4A   December 05, 2022
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
How The Midterm Elections Changed Year-End Capital Gains Tax Planning, Bob Keebler, Nov 2022
Webinars
JeffA4AJeffA4A   November 16, 2022
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Best Fixed-Income Funds For Managing Diversified Portfolios; Craig Israelsen's Portfolio Management Course, Nov 2022
Webinars
JeffA4AJeffA4A   November 15, 2022
10
Average Attendee Rating
Poor Average Excellent

Andy, you are one heck of a good moderator for these webinars. Thanks!

Read Review Comments (0)
Historical Parallels to the Four Phases of the COVID-19 Financial Crisis and Response (Class 2 of 2)
Webinars
JeffA4AJeffA4A   October 31, 2022
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Historical Parallels to the Four Phases of the COVID-19 Financial Crisis and Response (Class 2 of 2)
Webinars
JeffA4AJeffA4A   October 31, 2022
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Historical Parallels to the COVID-19 Financial Crisis and the Value of Studying Financial History (Class 1 of 2)
Webinars
JeffA4AJeffA4A   October 24, 2022
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Bracing For A Recession, Fritz Meyer Economic Update, October 2022
Webinars
JeffA4AJeffA4A   October 17, 2022
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
2022 Year-End Planning, Amid Looming Tax Reforms And Stock Market Volatility, Bob Keebler’s September 2022 Tax Class
Webinars
JeffA4AJeffA4A   September 21, 2022
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
External vs Internal Diversification: The Key to Retirement Asset Allocation, Craig Israelsen, September 2022
Webinars
JeffA4AJeffA4A   September 13, 2022
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
A Pivotal Moment In Economic History; Fritz Meyer Economic Update, September 2022
Webinars
JeffA4AJeffA4A   September 12, 2022
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Latest Estate & Income Tax Planning Strategies For 2022
Webinars
JeffA4AJeffA4A   May 09, 2022
9.0
Average Attendee Rating
Poor Average Excellent

Interesting but more legal than I need as FA. Good points on how to be careful with clients, and relationships.

Read Review Comments (0)
As Inflation Raises Recession Fears, Fritz Meyer Reviews May 2022 Financial Economic Conditions
Webinars
JeffA4AJeffA4A   May 02, 2022
10
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
Roth Conversion Considerations; Robert Keebler
Webinars
JeffA4AJeffA4A   April 13, 2022
9.0
Average Attendee Rating
Poor Average Excellent
Read Review Comments (0)
163 results - showing 1 - 25  
« »