×

Error

Please login first

Reviews written by Steve Medland

20 results - showing 1 - 20  
 
 
Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update
Webinars
Steve MedlandSteve Medland   July 05, 2012
(Updated: July 05, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Tax Strategies For Business Owners
Webinars
Steve MedlandSteve Medland   June 21, 2012
(Updated: June 21, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios
Webinars
Steve MedlandSteve Medland   May 17, 2012
(Updated: May 17, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Taxation Of Securities Transactions
Webinars
Steve MedlandSteve Medland   May 10, 2012
(Updated: May 10, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options
Webinars
Steve MedlandSteve Medland   April 12, 2012
(Updated: April 12, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
Webinars
Steve MedlandSteve Medland   March 08, 2012
(Updated: March 08, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Monthly Economic Update And Investment Outlook From Fritz Meyer For February 2012
Webinars
Steve MedlandSteve Medland   February 13, 2012
(Updated: February 13, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012
Webinars
Steve MedlandSteve Medland   January 09, 2012
(Updated: January 09, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Deeper Client Connections Through The Power Of Story
Webinars
Steve MedlandSteve Medland   May 13, 2010
(Updated: May 13, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Financial Services Reform Update
Webinars
Steve MedlandSteve Medland   May 06, 2010
(Updated: May 06, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
How To Talk To Clients In A Post-Crisis World
Webinars
Steve MedlandSteve Medland   March 18, 2010
(Updated: March 18, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

It's a brilliant concept and is a shift in the right direction, but I don't see how this can realistically be implemented. Maybe this will be addressed in your...

Read Review Comments (0)
Tactical Asset Allocation In Today's Market
Webinars
Steve MedlandSteve Medland   March 04, 2010
(Updated: March 04, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent! Would love to see Ken and Rick on another webinar in the future.

Read Review Comments (0)
Roth IRA Conversion Techniques
Webinars
Steve MedlandSteve Medland   February 04, 2010
(Updated: February 04, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Going Paperless 2.0
Webinars
Steve MedlandSteve Medland   November 12, 2009
(Updated: November 12, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Embedding Processes In Your CRM
Webinars
Steve MedlandSteve Medland   November 05, 2009
(Updated: November 05, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Preparing For The Worst: Managing Your Clients In A Bear Market
Webinars
Steve MedlandSteve Medland   July 16, 2009
(Updated: July 16, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Life Planning And The Financial Crisis
Webinars
Steve MedlandSteve Medland   May 21, 2009
(Updated: May 21, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity
Webinars
Steve MedlandSteve Medland   May 14, 2009
(Updated: May 14, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
Increasing Operational Efficiency
Webinars
Steve MedlandSteve Medland   April 23, 2009
(Updated: April 23, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
20 results - showing 1 - 20